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Brown & Brown

858 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2024 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 337 increasing their positions, 266 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+50
Holders Change %
+6.19%
% of All Funds
11.42%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.25%
New
121
Increased
337
Reduced
266
Closed
61
Calls
$21.5M
Puts
$1.65M
Net Calls
+$19.9M
Net Calls Change
-$7.5M
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
426
Ostrum Asset Management
France
$1.12M -$46.2K -453 -4%
PCP
427
Proficio Capital Partners
Massachusetts
$1.11M +$120K +1,174 +12%
CCM
428
Chaney Capital Management
Washington
$1.11M
IG
429
ING Group
Netherlands
$1.09M -$123K -1,206 -10%
Focus Partners Wealth
430
Focus Partners Wealth
Massachusetts
$1.08M +$621K +6,090 +135%
PWP
431
Parkwoods Wealth Partners
New York
$1.07M
JF
432
JSF Financial
California
$1.07M +$40.6K +398 +4%
IWC
433
Integrated Wealth Concepts
Massachusetts
$1.07M +$115K +1,125 +12%
TCM
434
Twin Capital Management
Pennsylvania
$1.07M -$713K -6,991 -40%
NAM
435
Nutshell Asset Management
United Kingdom
$1.07M +$1.07M +10,500 New
Wealthfront Advisers
436
Wealthfront Advisers
California
$1.06M +$173K +1,700 +19%
I
437
INVST
Indiana
$1.06M +$40.4K +396 +4%
MFG
438
Monte Financial Group
Connecticut
$1.05M +$219K +2,142 +26%
CFO
439
Callan Family Office
Pennsylvania
$1.05M +$422K +4,137 +68%
LIP
440
Liontrust Investment Partners
United Kingdom
$1.04M -$98.4M -964,701 -99%
BJL
441
Brighton Jones LLC
Washington
$1.03M -$53.2K -521 -5%
GH
442
GAM Holding
Switzerland
$1.02M +$1.02M +10,029 New
NB
443
Norinchukin Bank
Japan
$1.02M +$59.2K +580 +6%
MCM
444
Manchester Capital Management
Vermont
$995K +$34.8K +341 +4%
GT
445
Glenview Trust
Kentucky
$995K +$71.5K +701 +8%
HAM
446
Harmony Asset Management
Arizona
$994K
CB
447
Commerce Bank
Missouri
$971K -$37.3K -366 -4%
M&T Bank
448
M&T Bank
New York
$956K +$99.3K +973 +12%
EWA
449
EP Wealth Advisors
California
$956K -$317K -3,112 -25%
GC
450
Gilbert & Cook
Iowa
$955K -$51.7K -507 -5%