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Brown & Brown
BRO

Overview Fund Activity

808 hedge funds and large institutions have $21.1B invested in Brown & Brown in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 307 increasing their positions, 259 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
+60
Holders Change %
+8.02%
% of All Funds
11.69%
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
307
Reduced
259
Closed
52
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
+$228M
2
BlackRock
BlackRock
New York
+$130M
3
GC
Gobi Capital
California
+$102M
4
Invesco
Invesco
Georgia
+$86.3M
5
Millennium Management
Millennium Management
New York
+$48.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$369M
2
APG Asset Management
APG Asset Management
Netherlands
-$208M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$108M
4
CCP
Clarkston Capital Partners
Michigan
-$63.4M
5
Morgan Stanley
Morgan Stanley
New York
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
426
CIBC World Market
Ontario, Canada
$988K +$78.3K +756 +9%
MCM
427
Manchester Capital Management
Vermont
$975K +$168K +1,618 +21%
IWC
428
Integrated Wealth Concepts
Massachusetts
$974K -$3K -29 -0.3%
NB
429
Norinchukin Bank
Japan
$972K +$121K +1,164 +14%
CCIA
430
Campbell & Co Investment Adviser
Maryland
$971K -$66.5K -642 -6%
CG
431
Carmignac Gestion
France
$964K -$1.61M -15,500 -62%
RCA
432
Resonant Capital Advisors
Wisconsin
$962K -$88.8K -857 -8%
GSEP
433
Golden State Equity Partners
California
$952K -$231K -2,228 -20%
PS
434
Principal Securities
Iowa
$949K +$46.4K +448 +5%
GT
435
Glenview Trust
Kentucky
$937K – – –
BAMF
436
BI Asset Management Fondsmaeglerselskab
Denmark
$926K +$224K +2,159 +32%
VEA
437
Virtus ETF Advisers
New York
$925K -$116K -1,116 -11%
TC
438
Taika Capital
Florida
$921K +$921K +8,891 New
Wealthfront Advisers
439
Wealthfront Advisers
California
$905K +$26.7K +258 +3%
NIM
440
NEOS Investment Management
Connecticut
$901K +$168K +1,624 +23%
PAS
441
Park Avenue Securities
New York
$898K -$43.9K -424 -5%
MM
442
MQS Management
New York
$874K +$874K +8,440 New
MYIA
443
Mount Yale Investment Advisors
Colorado
$872K -$39.3K -379 -4%
KSWWM
444
Keyes Stange & Wooten Wealth Management
Florida
$871K +$84.4K +815 +11%
QI
445
Qtron Investments
Massachusetts
$870K +$870K +8,398 New
M&T Bank
446
M&T Bank
New York
$870K -$32.4K -313 -4%
SFSG
447
Sound Financial Strategies Group
Mississippi
$861K -$16.1K -155 -2%
CB
448
Centennial Bank
Arkansas
$847K -$52.5K -507 -6%
IIC
449
Integrated Investment Consultants
Michigan
$845K -$111K -1,069 -12%
RJT
450
Raymond James Trust
Florida
$843K -$586K -5,655 -41%
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