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Brown & Brown
BRO

Overview Fund Activity

748 hedge funds and large institutions have $18.5B invested in Brown & Brown in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 298 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+40
Holders Change %
+5.65%
% of All Funds
10.88%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
99
Increased
298
Reduced
230
Closed
49
Calls
$26.2M
Puts
$580K
Net Calls
+$25.6M
Net Calls Change
+$8.45M

Top Buyers

1
Barclays
Barclays
United Kingdom
$187M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$185M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312M
4
CIC
Chilton Investment Company
Connecticut
$65.2M
5
Goldman Sachs
Goldman Sachs
New York
$359M

Top Sellers

1
CCP
Clarkston Capital Partners
Michigan
$142M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$348M
3
Allianz Asset Management
Allianz Asset Management
Germany
$48M
4
Select Equity Group
Select Equity Group
New York
$1.17B
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$6.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
476
Synovus Financial
Georgia
$540K +$1.16K +13 +0.2%
KPWS
477
Kestra Private Wealth Services
Texas
$532K +$532K +5,953 New
PAG
478
Private Advisor Group
New Jersey
$530K +$530K +5,923 New
MOS
479
MGO One Seven
Ohio
$529K +$51.7K +578 +11%
KA
480
Klingman & Associates
New York
$519K -$2.48M -27,730 -83%
GI
481
GAMMA Investing
California
$516K +$155K +1,738 +43%
Fifth Third Bancorp
482
Fifth Third Bancorp
Ohio
$515K +$18.1K +202 +4%
MFA
483
Mayflower Financial Advisors
Massachusetts
$497K +$715 +8 +0.1%
NG
484
Norden Group
Utah
$493K -$62.7K -701 -11%
IMCOOI
485
Investment Management Corp of Ontario (IMCO)
Canada
$490K +$143K +1,600 +41%
BTWM
486
Baker Tilly Wealth Management
Wisconsin
$481K -$408K -4,567 -46%
APWM
487
Argonautica Private Wealth Management
Massachusetts
$470K +$18.7K +209 +4%
KWM
488
Kingsview Wealth Management
Oregon
$465K -$4.65K -52 -1%
GXJ
489
Global X Japan
Japan
$457K -$19K -212 -4%
CCA
490
Cadent Capital Advisors
Oklahoma
$451K – – –
WTB
491
Washington Trust Bank
Washington
$433K – – –
FDCDDQ
492
Federation des caisses Desjardins du Quebec
Quebec, Canada
$431K +$208K +2,330 +94%
Verition Fund Management
493
Verition Fund Management
Connecticut
$429K -$30.6M -342,426 -99%
EDRH
494
Edmond de Rothschild Holding
Switzerland
$424K – – –
FFM
495
Forum Financial Management
Illinois
$421K +$358 +4 +0.1%
HWM
496
HB Wealth Management
Georgia
$420K +$99.7K +1,115 +31%
Lido Advisors
497
Lido Advisors
California
$416K +$19.9K +222 +5%
Vontobel Holding
498
Vontobel Holding
Switzerland
$416K -$38.4K -430 -8%
PVI
499
Pine Valley Investments
New Jersey
$414K +$4.29K +48 +1%
FPCG
500
Forum Private Client Group
Indiana
$413K +$626 +7 +0.2%
18 19
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