We are live on ! Find out more
BRO icon

Brown & Brown

872 hedge funds and large institutions have $21.9B invested in Brown & Brown in 2024 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 339 increasing their positions, 270 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,203% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $1.65M

107% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 61

26% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 270

7% more funds holding

Funds holding: 817872 (+55)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

1.58% more ownership

Funds ownership: 73.42%75.01% (+1.6%)

1% more capital invested

Capital invested by funds: $21.7B → $21.9B (+$213M)

Holders
872
Holders Change
+55
Holders Change %
+6.73%
% of All Funds
11.49%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.25%
New
126
Increased
339
Reduced
270
Closed
61
Calls
$21.5M
Puts
$1.65M
Net Calls
+$19.9M
Net Calls Change
-$7.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
26
Kayne Anderson Rudnick Investment Management
California
$164M +$5.01M +46,912 +3%
UBS AM
27
UBS AM
Illinois
$160M +$25.6M +240,188 +18%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$160M +$2.86M +26,770 +2%
Deutsche Bank
29
Deutsche Bank
Germany
$146M +$28.3M +265,179 +23%
SAM
30
Storebrand Asset Management
Norway
$145M -$256K -2,398 -0.2%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$143M -$2.31M -21,676 -2%
UBS Group
32
UBS Group
Switzerland
$143M +$70.7M +662,485 +90%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$140M -$1.35M -12,625 -0.9%
CAM
34
Close Asset Management
United Kingdom
$139M
Charles Schwab
35
Charles Schwab
California
$138M +$4.37M +40,881 +3%
CAM
36
Congress Asset Management
Massachusetts
$130M -$9.3M -87,125 -6%
Legal & General Group
37
Legal & General Group
United Kingdom
$113M -$3.86M -36,128 -3%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$113M -$738K -6,908 -0.6%
GC
39
Gobi Capital
California
$110M +$9.49M +88,842 +9%
CIC
40
Chilton Investment Company
Connecticut
$105M +$29M +271,403 +36%
CCP
41
Clarkston Capital Partners
Michigan
$96.7M -$3.05M -28,535 -3%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$85.9M +$6.66M +62,334 +8%
Macquarie Group
43
Macquarie Group
Australia
$81.6M +$81.6M +764,275 +1,712%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$77M -$4.44M -41,555 -5%
TIA
45
Tandem Investment Advisors
South Carolina
$76.1M +$7.32M +68,577 +10%
JP Morgan Chase
46
JP Morgan Chase
New York
$73.1M -$28.4M -265,585 -27%
Raymond James Financial
47
Raymond James Financial
Florida
$71.9M +$75.3M +704,908 New
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$70.1M +$72.6M +679,756 +9,262%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$69.9M +$426K +3,990 +0.6%
Swiss National Bank
50
Swiss National Bank
Switzerland
$69.9M -$3.63M -34,000 -5%