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Brown & Brown

755 hedge funds and large institutions have $18.7B invested in Brown & Brown in 2024 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 301 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,418% more call options, than puts

Call options by funds: $26.2M | Put options by funds: $580K

96% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 51

31% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 230

6% more funds holding

Funds holding: 715755 (+40)

1.1% more ownership

Funds ownership: 72.25%73.35% (+1.1%)

4% more capital invested

Capital invested by funds: $18B → $18.7B (+$648M)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
755
Holders Change
+40
Holders Change %
+5.59%
% of All Funds
10.9%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
100
Increased
301
Reduced
230
Closed
51
Calls
$26.2M
Puts
$580K
Net Calls
+$25.6M
Net Calls Change
+$8.45M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
451
IEQ Capital
California
$659K +$61.8K +712 +11%
HAS
452
Holland Advisory Services
Florida
$657K +$868 +10 +0.1%
SFG
453
SevenBridge Financial Group
Pennsylvania
$647K
NC
454
nVerses Capital
Florida
$635K +$616K +7,100 New
TMAM
455
Tokio Marine Asset Management
Japan
$634K
NIM
456
NEOS Investment Management
Connecticut
$633K +$173K +1,992 +39%
BBVA
457
Banco Bilbao Vizcaya Argentaria
Spain
$632K -$2.92M -33,604 -83%
CS
458
Cannell & Spears
New York
$630K
MC
459
Machina Capital
France
$624K +$606K +6,981 New
OIA
460
OneDigital Investment Advisors
Kansas
$623K +$694 +8 +0.1%
PIM
461
Plato Investment Management
Australia
$622K
LCWP
462
Legacy Capital Wealth Partners
Arkansas
$620K +$602K +6,933 New
SFA
463
Sequoia Financial Advisors
Ohio
$613K +$14.2K +163 +2%
FTDI
464
First Trust Direct Indexing
Massachusetts
$608K +$209K +2,413 +55%
MC
465
Moors & Cabot
Massachusetts
$606K +$3.3K +38 +0.6%
BAMF
466
BI Asset Management Fondsmaeglerselskab
Denmark
$606K -$927K -10,676 -61%
SF
467
Summit Financial
New Jersey
$605K +$314K +3,617 +115%
O
468
Ossiam
France
$599K -$323K -3,717 -36%
NRI
469
NFP Retirement Inc
California
$597K
NLP
470
Next Level Private
New York
$582K
IFU
471
iSAM Funds (UK)
United Kingdom
$582K +$565K +6,512 New
SIM
472
Studio Investment Management
Illinois
$574K +$11.3K +130 +2%
Squarepoint
473
Squarepoint
New York
$574K +$868 +10 +0.2%
GWP
474
Gen-Wealth Partners
Michigan
$563K +$48.5K +559 +10%
XWM
475
Xcel Wealth Management
Florida
$562K -$9.12K -105 -2%

BRO Hedge Fund Activity: Q2 2024 in Review

755 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q2 2024, worth a combined $18.7B — up 3.6% from $18B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new BRO positions and 51 closed out — a net gain of 49 holders — while 301 added to existing stakes and 230 trimmed.

The largest buyer was Barclays, adding an estimated $108M. The largest seller was Clarkston Capital Partners, cutting an estimated $89.3M.

  • 755 institutional investors held Brown & Brown (BRO) as of Q2 2024, up from 715 in Q1 2024.
  • Funds reported $18.7B of Brown & Brown stock for Q2 2024, up 3.6% quarter-over-quarter.
  • 100 funds opened new Brown & Brown positions in Q2 2024 and 51 closed out, a net change of +49 holders.
  • The largest Brown & Brown buyer in Q2 2024 was Barclays, an estimated $108M added.
  • The largest Brown & Brown seller in Q2 2024 was Clarkston Capital Partners, an estimated $89.3M sold.

Based on aggregated 13F filings for Q2 2024.