We are live on ! Find out more
BRO icon

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
CCP
26
Clarkston Capital Partners
Michigan
$142M -$89.3M -1,028,540 -39%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$139M +$9.96M +114,688 +8%
Kayne Anderson Rudnick Investment Management
28
Kayne Anderson Rudnick Investment Management
California
$135M +$8.61M +99,155 +7%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$128M +$2.02M +23,297 +2%
Capital World Investors
30
Capital World Investors
California
$127M +$1.1M +12,656 +0.9%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$127M -$10.3M -119,115 -8%
CAM
32
Congress Asset Management
Massachusetts
$123M -$1.77M -20,411 -1%
CAM
33
Close Asset Management
United Kingdom
$119M +$68.5K +789 +0.1%
Charles Schwab
34
Charles Schwab
California
$116M +$2.59M +29,878 +2%
JP Morgan Chase
35
JP Morgan Chase
New York
$106M +$10.1M +116,777 +11%
Legal & General Group
36
Legal & General Group
United Kingdom
$105M +$3.17M +36,513 +3%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$103M -$24.7M -285,090 -20%
Deutsche Bank
38
Deutsche Bank
Germany
$101M +$23.1M +265,920 +31%
LIP
39
Liontrust Investment Partners
United Kingdom
$87.2M -$27.9M -321,228 -25%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$69.7M -$7.67M -88,322 -10%
Fidelity International
41
Fidelity International
Bermuda
$69.1M +$41.9M +482,266 +166%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$66.1M +$16.8M +194,031 +36%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$65.6M +$35.3M +406,064 +124%
CIC
44
Chilton Investment Company
Connecticut
$65.2M +$45.1M +519,721 +248%
Swiss National Bank
45
Swiss National Bank
Switzerland
$64.3M -$451K -5,200 -0.7%
TIA
46
Tandem Investment Advisors
South Carolina
$61.8M -$303K -3,486 -0.5%
Robeco Institutional Asset Management
47
Robeco Institutional Asset Management
Netherlands
$58.7M -$3.71M -42,742 -6%
UBS Group
48
UBS Group
Switzerland
$57.9M -$2.87M -33,032 -5%
BFM
49
Boston Financial Management
Massachusetts
$56M -$377K -4,342 -0.7%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$55.4M +$19.6M +226,317 +58%