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Brown & Brown
BRO

Overview Fund Activity

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.

Holders
858
Holders Change
+50
Holders Change %
+6.19%
% of All Funds
11.43%
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

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$313M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$240M
3
MIA
3
Madison Investment Advisors
Wisconsin
$198M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.05B
5
Macquarie Group
5
Macquarie Group
Australia
$81.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$232M
2
Select Equity Group
2
Select Equity Group
New York
$814M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$195M
4
LIP
4
Liontrust Investment Partners
United Kingdom
$1.04M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$60.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
26
Kayne Anderson Rudnick Investment Management
California
$164M 1,611,286 +46,912 +3%
UBS AM
27
UBS AM
Illinois
$160M 1,566,264 +240,188 +18%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$160M 1,564,185 +26,770 +2%
Deutsche Bank
29
Deutsche Bank
Germany
$146M 1,431,562 +265,179 +23%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$143M 1,391,002 -21,676 -2%
UBS Group
31
UBS Group
Switzerland
$143M 1,397,109 +662,485 +90%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$140M 1,377,004 -12,625 -0.9%
CAM
33
Close Asset Management
United Kingdom
$139M 1,367,338 – –
Charles Schwab
34
Charles Schwab
California
$138M 1,356,535 +40,881 +3%
CAM
35
Congress Asset Management
Massachusetts
$130M 1,274,884 -87,125 -6%
Legal & General Group
36
Legal & General Group
United Kingdom
$113M 1,104,402 -36,128 -3%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$113M 1,102,970 -6,908 -0.6%
GC
38
Gobi Capital
California
$110M 1,076,837 +88,842 +9%
CIC
39
Chilton Investment Company
Connecticut
$105M 1,032,325 +271,403 +36%
CCP
40
Clarkston Capital Partners
Michigan
$96.7M 947,980 -28,535 -3%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$85.9M 841,768 +62,334 +8%
Macquarie Group
42
Macquarie Group
Australia
$81.6M 808,922 +764,275 +1,712%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$77M 754,556 -41,555 -5%
TIA
44
Tandem Investment Advisors
South Carolina
$76.1M 746,032 +68,577 +10%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$73.1M 716,957 -265,585 -27%
Raymond James Financial
46
Raymond James Financial
Florida
$71.9M 704,908 +704,908 New
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$70.1M 687,095 +679,756 +9,262%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$69.9M 685,257 +3,990 +0.6%
Swiss National Bank
49
Swiss National Bank
Switzerland
$69.9M 685,000 -34,000 -5%
Amundi
50
Amundi
France
$69.6M 678,532 +353,797 +109%
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