We are live on ! Find out more
BRO icon

Brown & Brown
BRO

817 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 309 increasing their positions, 265 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,381% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $1.15M

134% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 50

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

17% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 265

16% more capital invested

Capital invested by funds: $18.7B → $21.7B (+$2.97B)

8% more funds holding

Funds holding: 755 → 817 (+62)

0.07% more ownership

Funds ownership: 73.35% → 73.42% (+0.07%)

Holders
817
Holders Change
+62
Holders Change %
+8.21%
% of All Funds
11.73%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
117
Increased
309
Reduced
265
Closed
50
Calls
$28.5M
Puts
$1.15M
Net Calls
+$27.4M
Net Calls Change
+$1.75M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$219M
2
BlackRock
BlackRock
New York
+$124M
3
GC
Gobi Capital
California
+$98.3M
4
Invesco
Invesco
Georgia
+$82.9M
5
Millennium Management
Millennium Management
New York
+$46.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$354M
2
APG Asset Management
APG Asset Management
Netherlands
-$223M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$103M
4
SAM
Storebrand Asset Management
Norway
-$78.5M
5
CCP
Clarkston Capital Partners
Michigan
-$60.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
426
Gilbert & Cook
Iowa
$1.02M -$9.15K -92 -0.9%
GWM
427
Gibbs Wealth Management
Georgia
$1.02M +$110K +1,107 +13%
HAM
428
Harmony Asset Management
Arizona
$1.01M -$322K -3,240 -25%
CA
429
Claro Advisors
Massachusetts
$1.01M -$29.1K -293 -3%
PCP
430
Proficio Capital Partners
Massachusetts
$1M -$118K -1,183 -11%
Koshinski Asset Management
431
Koshinski Asset Management
Illinois
$996K +$531K +5,344 +125%
CIBC World Market
432
CIBC World Market
Ontario, Canada
$988K +$75.2K +756 +9%
MCM
433
Manchester Capital Management
Vermont
$975K +$161K +1,618 +21%
IWC
434
Integrated Wealth Concepts
Massachusetts
$974K -$2.88K -29 -0.3%
NB
435
Norinchukin Bank
Japan
$972K +$116K +1,164 +14%
CCIA
436
Campbell & Co Investment Adviser
Maryland
$971K -$63.8K -642 -6%
CG
437
Carmignac Gestion
France
$964K -$1.54M -15,500 -62%
RCA
438
Resonant Capital Advisors
Wisconsin
$962K -$85.2K -857 -8%
GSEP
439
Golden State Equity Partners
California
$952K -$222K -2,228 -20%
PS
440
Principal Securities
Iowa
$949K +$44.6K +448 +5%
GT
441
Glenview Trust
Kentucky
$937K – – –
BAMF
442
BI Asset Management Fondsmaeglerselskab
Denmark
$926K +$215K +2,159 +32%
VEA
443
Virtus ETF Advisers
New York
$925K -$111K -1,116 -11%
TC
444
Taika Capital
Florida
$921K +$884K +8,891 New
Wealthfront Advisers
445
Wealthfront Advisers
California
$905K +$25.7K +258 +3%
NIM
446
NEOS Investment Management
Connecticut
$901K +$162K +1,624 +23%
PAS
447
Park Avenue Securities
New York
$898K -$42.2K -424 -5%
MM
448
MQS Management
New York
$874K +$839K +8,440 New
MYIA
449
Mount Yale Investment Advisors
Colorado
$872K -$37.7K -379 -4%
KSWWM
450
Keyes Stange & Wooten Wealth Management
Florida
$871K +$81.1K +815 +11%
16 17
18
19 20

BRO Hedge Fund Activity: Q3 2024 in Review

817 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q3 2024, worth a combined $21.7B — up 16% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new BRO positions and 50 closed out — a net gain of 67 holders — while 309 added to existing stakes and 265 trimmed.

The largest buyer was Capital World Investors, adding an estimated $219M. The largest seller was Select Equity Group, cutting an estimated $354M.

  • 817 institutional investors held Brown & Brown (BRO) as of Q3 2024, up from 755 in Q2 2024.
  • Funds reported $21.7B of Brown & Brown stock for Q3 2024, up 16% quarter-over-quarter.
  • 117 funds opened new Brown & Brown positions in Q3 2024 and 50 closed out, a net change of +67 holders.
  • The largest Brown & Brown buyer in Q3 2024 was Capital World Investors, an estimated $219M added.
  • The largest Brown & Brown seller in Q3 2024 was Select Equity Group, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2024.