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
BMSSC
476
B. Metzler seel. Sohn & Co
Germany
$557K +$20.9K +241 +4%
JCIA
477
Jackson Creek Investment Advisors
Colorado
$552K -$137K -1,579 -20%
Carson Wealth (CWM LLC)
478
Carson Wealth (CWM LLC)
Nebraska
$547K -$16.9K -195 -3%
FCP
479
Fidelis Capital Partners
Florida
$541K +$4.08K +47 +0.9%
SF
480
Synovus Financial
Georgia
$540K +$1.13K +13 +0.2%
KPWS
481
Kestra Private Wealth Services
Texas
$532K +$517K +5,953 New
PAG
482
Private Advisor Group
New Jersey
$530K +$514K +5,923 New
MOS
483
MGO One Seven
Ohio
$529K +$50.2K +578 +11%
KA
484
Klingman & Associates
New York
$519K -$2.41M -27,730 -83%
GI
485
GAMMA Investing
California
$516K +$151K +1,738 +43%
Fifth Third Bancorp
486
Fifth Third Bancorp
Ohio
$515K +$17.5K +202 +4%
MFA
487
Mayflower Financial Advisors
Massachusetts
$497K +$694 +8 +0.1%
NG
488
Norden Group
Utah
$493K -$60.9K -701 -11%
IMCOOI
489
Investment Management Corp of Ontario (IMCO)
Canada
$490K +$139K +1,600 +41%
SLAM
490
Swiss Life Asset Management
$482K +$468K +5,391 New
BTWM
491
Baker Tilly Wealth Management
Wisconsin
$481K -$396K -4,567 -46%
APWM
492
Argonautica Private Wealth Management
Massachusetts
$470K +$18.1K +209 +4%
KWM
493
Kingsview Wealth Management
Oregon
$465K -$4.51K -52 -1%
GXJ
494
Global X Japan
Japan
$457K -$18.4K -212 -4%
CCA
495
Cadent Capital Advisors
Oklahoma
$451K
WTB
496
Washington Trust Bank
Washington
$433K
FDCDDQ
497
Federation des caisses Desjardins du Quebec
Quebec, Canada
$431K +$202K +2,330 +94%
Verition Fund Management
498
Verition Fund Management
Connecticut
$429K -$29.7M -342,426 -99%
EDRH
499
Edmond de Rothschild Holding
Switzerland
$424K
FFM
500
Forum Financial Management
Illinois
$421K +$347 +4 +0.1%

BRO Hedge Fund Activity: Q2 2024 in Review

755 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q2 2024, worth a combined $18.7B — up 3.6% from $18B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new BRO positions and 51 closed out — a net gain of 49 holders — while 301 added to existing stakes and 230 trimmed.

The largest buyer was Barclays, adding an estimated $108M. The largest seller was Clarkston Capital Partners, cutting an estimated $89.3M.

  • 755 institutional investors held Brown & Brown (BRO) as of Q2 2024, up from 715 in Q1 2024.
  • Funds reported $18.7B of Brown & Brown stock for Q2 2024, up 3.6% quarter-over-quarter.
  • 100 funds opened new Brown & Brown positions in Q2 2024 and 51 closed out, a net change of +49 holders.
  • The largest Brown & Brown buyer in Q2 2024 was Barclays, an estimated $108M added.
  • The largest Brown & Brown seller in Q2 2024 was Clarkston Capital Partners, an estimated $89.3M sold.

Based on aggregated 13F filings for Q2 2024.