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Brown & Brown
BRO

Overview Fund Activity

748 hedge funds and large institutions have $18.5B invested in Brown & Brown in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 298 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+40
Holders Change %
+5.65%
% of All Funds
10.88%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
99
Increased
298
Reduced
230
Closed
49
Calls
$26.2M
Puts
$580K
Net Calls
+$25.6M
Net Calls Change
+$8.45M

Top Buyers

1
Barclays
Barclays
United Kingdom
$187M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$185M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312M
4
CIC
Chilton Investment Company
Connecticut
$65.2M
5
Goldman Sachs
Goldman Sachs
New York
$359M

Top Sellers

1
CCP
Clarkston Capital Partners
Michigan
$142M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$348M
3
Allianz Asset Management
Allianz Asset Management
Germany
$48M
4
Select Equity Group
Select Equity Group
New York
$1.17B
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$6.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
TMAM
451
Tokio Marine Asset Management
Japan
$634K – – –
NIM
452
NEOS Investment Management
Connecticut
$633K +$178K +1,992 +39%
BBVA
453
Banco Bilbao Vizcaya Argentaria
Spain
$632K -$3M -33,604 -83%
CS
454
Cannell & Spears
New York
$630K – – –
MC
455
Machina Capital
France
$624K +$624K +6,981 New
OIA
456
OneDigital Investment Advisors
Kansas
$623K +$715 +8 +0.1%
PIM
457
Plato Investment Management
Australia
$622K – – –
LCWP
458
Legacy Capital Wealth Partners
Arkansas
$620K +$620K +6,933 New
SFA
459
Sequoia Financial Advisors
Ohio
$613K +$14.6K +163 +2%
FTDI
460
First Trust Direct Indexing
Massachusetts
$608K +$216K +2,413 +55%
MC
461
Moors & Cabot
Massachusetts
$606K +$3.4K +38 +0.6%
BAMF
462
BI Asset Management Fondsmaeglerselskab
Denmark
$606K -$954K -10,676 -61%
SF
463
Summit Financial
New Jersey
$605K +$323K +3,617 +115%
O
464
Ossiam
France
$599K -$332K -3,717 -36%
NRI
465
NFP Retirement Inc
California
$597K – – –
NLP
466
Next Level Private
New York
$582K – – –
IFU
467
iSAM Funds (UK)
United Kingdom
$582K +$582K +6,512 New
SIM
468
Studio Investment Management
Illinois
$574K +$11.6K +130 +2%
Squarepoint
469
Squarepoint
New York
$574K +$894 +10 +0.2%
GWP
470
Gen-Wealth Partners
Michigan
$563K +$50K +559 +10%
XWM
471
Xcel Wealth Management
Florida
$562K -$9.39K -105 -2%
BMSSC
472
B. Metzler seel. Sohn & Co
Germany
$557K +$21.5K +241 +4%
JCIA
473
Jackson Creek Investment Advisors
Colorado
$552K -$141K -1,579 -20%
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$547K -$17.4K -195 -3%
FCP
475
Fidelis Capital Partners
Florida
$541K +$4.64K +47 +0.9%
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