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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 %
RCA
451
Resonant Capital Advisors
Wisconsin
$952K +$5.2K +51 +0.5%
PS
452
Principal Securities
Iowa
$940K +$5.61K +55 +0.6%
ALA
453
Atlas Legacy Advisors
California
$939K +$939K +9,207 New
CIA
454
Concurrent Investment Advisors
Florida
$938K +$555K +5,440 +145%
Mercer Global Advisors
455
Mercer Global Advisors
Colorado
$937K -$823K -8,064 -47%
SFI
456
Siemens Fonds Invest
Germany
$932K +$57.8K +567 +7%
SFSG
457
Sound Financial Strategies Group
Mississippi
$921K +$73.3K +718 +9%
PAS
458
Park Avenue Securities
New York
$910K +$25.7K +252 +3%
BPCE
459
Bank Pictet & Cie (Europe)
Germany
$907K +$907K +8,890 New
SFA
460
Sequoia Financial Advisors
Ohio
$907K +$204K +2,000 +29%
FDP
461
Financiere des Professionnels
Quebec, Canada
$903K +$903K +8,854 New
IIC
462
Integrated Investment Consultants
Michigan
$895K +$62.2K +610 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
463
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$877K +$877K +8,600 New
CA
464
CoreCap Advisors
Michigan
$877K +$65.9K +646 +8%
KSWWM
465
Keyes Stange & Wooten Wealth Management
Florida
$858K
MYIA
466
Mount Yale Investment Advisors
Colorado
$857K -$1.63K -16 -0.2%
QI
467
Qtron Investments
Massachusetts
$857K
AFG
468
Atomi Financial Group
New York
$847K +$235K +2,304 +38%
BAMF
469
BI Asset Management Fondsmaeglerselskab
Denmark
$833K -$79K -774 -9%
PWG
470
Portside Wealth Group
Utah
$824K +$24.1K +236 +3%
CB
471
Centennial Bank
Arkansas
$818K -$16.4K -161 -2%
OAM
472
Occidental Asset Management
California
$809K -$12.9K -126 -2%
GI
473
GAMMA Investing
California
$807K +$62K +608 +8%
GSEP
474
Golden State Equity Partners
California
$804K -$134K -1,310 -14%
AC
475
Allstate Corporation
Illinois
$789K +$789K +7,738 New