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Brown & Brown

817 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 309 increasing their positions, 265 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,381% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $1.15M

134% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 50

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

17% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 265

16% more capital invested

Capital invested by funds: $18.7B → $21.7B (+$2.97B)

8% more funds holding

Funds holding: 755817 (+62)

0.07% more ownership

Funds ownership: 73.35%73.42% (+0.07%)

Holders
817
Holders Change
+62
Holders Change %
+8.21%
% of All Funds
11.73%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
117
Increased
309
Reduced
265
Closed
50
Calls
$28.5M
Puts
$1.15M
Net Calls
+$27.4M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Storebrand Asset Management
Norway
$148M -$78.5M -789,025 -36%
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$146M -$307K -3,085 -0.2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$144M -$2.51M -25,234 -2%
CAM
29
Close Asset Management
United Kingdom
$142M +$3.31M +33,235 +2%
CAM
30
Congress Asset Management
Massachusetts
$141M -$1.51M -15,176 -1%
UBS AM
31
UBS AM
Illinois
$137M -$41.4M -416,203 -24%
Charles Schwab
32
Charles Schwab
California
$136M +$1.78M +17,934 +1%
Deutsche Bank
33
Deutsche Bank
Germany
$121M +$4M +40,232 +4%
Legal & General Group
34
Legal & General Group
United Kingdom
$118M -$3.65M -36,656 -3%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$115M -$4.53M -45,593 -4%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$115M +$32.9M +330,661 +42%
GC
37
Gobi Capital
California
$102M +$98.3M +987,995 New
JP Morgan Chase
38
JP Morgan Chase
New York
$102M -$20.6M -206,979 -17%
CCP
39
Clarkston Capital Partners
Michigan
$101M -$60.8M -611,770 -39%
LIP
40
Liontrust Investment Partners
United Kingdom
$87.2M
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$82.5M +$5.69M +57,170 +8%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$80.7M +$4.55M +45,766 +6%
CIC
43
Chilton Investment Company
Connecticut
$78.8M +$3.14M +31,533 +4%
UBS Group
44
UBS Group
Switzerland
$76.1M +$8.7M +87,500 +14%
Swiss National Bank
45
Swiss National Bank
Switzerland
$74.5M -$19.9K -200 -0%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$71.4M +$3.33M +33,440 +5%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$70.6M +$6.13M +61,678 +10%
TIA
48
Tandem Investment Advisors
South Carolina
$70.2M -$1.38M -13,861 -2%
ZIG
49
Zurich Insurance Group
Switzerland
$67M +$46.3M +465,988 +258%
BFM
50
Boston Financial Management
Massachusetts
$63.5M -$1.33M -13,370 -2%