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Brown & Brown

715 hedge funds and large institutions have $18B invested in Brown & Brown in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 271 increasing their positions, 232 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

976% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $1.76M

69% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 58

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

18% more capital invested

Capital invested by funds: $15.3B → $18B (+$2.76B)

17% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 232

5% more funds holding

Funds holding: 682715 (+33)

3.33% less ownership

Funds ownership: 75.58%72.25% (-3.3%)

Holders
715
Holders Change
+33
Holders Change %
+4.84%
% of All Funds
10.3%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
98
Increased
271
Reduced
232
Closed
58
Calls
$18.9M
Puts
$1.76M
Net Calls
+$17.2M
Net Calls Change
+$8.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$126M -$4.51M -56,091 -4%
Capital World Investors
27
Capital World Investors
California
$124M +$38.1M +473,982 +50%
Kayne Anderson Rudnick Investment Management
28
Kayne Anderson Rudnick Investment Management
California
$123M +$26M +323,980 +30%
UBS AM
29
UBS AM
Illinois
$123M +$34.3M +426,678 +44%
CAM
30
Congress Asset Management
Massachusetts
$122M +$19.1M +238,193 +21%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$120M -$301K -3,747 -0.3%
CAM
32
Close Asset Management
United Kingdom
$117M +$12.6K +157 +0%
LIP
33
Liontrust Investment Partners
United Kingdom
$113M -$3.54M -44,070 -3%
Charles Schwab
34
Charles Schwab
California
$111M +$1.6M +19,871 +2%
Legal & General Group
35
Legal & General Group
United Kingdom
$99.9M +$1.59M +19,741 +2%
Allianz Asset Management
36
Allianz Asset Management
Germany
$95.2M +$35.3M +439,305 +68%
JP Morgan Chase
37
JP Morgan Chase
New York
$93.9M +$16.8M +209,377 +24%
Royal London Asset Management
38
Royal London Asset Management
United Kingdom
$88.3M +$4.12M +51,224 +5%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$75.9M +$2.55M +31,696 +4%
Deutsche Bank
40
Deutsche Bank
Germany
$75.3M +$13M +161,552 +23%
Barclays
41
Barclays
United Kingdom
$74.1M -$33.3M -414,729 -33%
N
42
Nuveen
North Carolina
$66.7M -$11.2M -139,561 -15%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$63.6M +$30.8M +383,233 +112%
Swiss National Bank
44
Swiss National Bank
Switzerland
$63.4M -$2.36M -29,400 -4%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$61.6M +$29.1M +361,367 +106%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$61.2M -$2.1M -26,158 -4%
TIA
47
Tandem Investment Advisors
South Carolina
$60.8M -$1.8M -22,412 -3%
UBS Group
48
UBS Group
Switzerland
$59.5M +$17.6M +219,359 +48%
BFM
49
Boston Financial Management
Massachusetts
$55.2M -$804 -10 -0%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$55M -$2.35M -29,276 -4%