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Brown & Brown
BRO

Overview Fund Activity

808 hedge funds and large institutions have $21.1B invested in Brown & Brown in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 307 increasing their positions, 259 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
+60
Holders Change %
+8.02%
% of All Funds
11.69%
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
307
Reduced
259
Closed
52
Calls
$28.5M
Puts
$1.15M
Net Calls
+$27.4M
Net Calls Change
+$1.75M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$228M
2
BlackRock
BlackRock
New York
+$130M
3
GC
Gobi Capital
California
+$102M
4
Invesco
Invesco
Georgia
+$86.3M
5
Millennium Management
Millennium Management
New York
+$48.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$369M
2
APG Asset Management
APG Asset Management
Netherlands
-$208M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$108M
4
CCP
Clarkston Capital Partners
Michigan
-$63.4M
5
Morgan Stanley
Morgan Stanley
New York
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRSITF
476
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$726K -$64.9K -626 -8%
OIA
477
OneDigital Investment Advisors
Kansas
$723K +$622 +6 +0.1%
PIM
478
Plato Investment Management
Australia
$720K – – –
Arrowstreet Capital
479
Arrowstreet Capital
Massachusetts
$715K +$715K +6,900 New
William Blair & Company
480
William Blair & Company
Illinois
$713K +$713K +6,887 New
SFA
481
Sequoia Financial Advisors
Ohio
$713K +$3.11K +30 +0.4%
SF
482
Summit Financial
New Jersey
$710K +$8.91K +86 +1%
MC
483
Moors & Cabot
Massachusetts
$707K +$4.04K +39 +0.6%
Fifth Third Bancorp
484
Fifth Third Bancorp
Ohio
$702K +$105K +1,015 +18%
TPW
485
Talon Private Wealth
Florida
$698K +$698K +6,735 New
NRI
486
NFP Retirement Inc
California
$692K – – –
DS
487
DRW Securities
Illinois
$692K +$311K +2,999 +82%
A
488
AlphaQuest
New York
$688K +$688K +6,641 New
VWM
489
Venturi Wealth Management
Texas
$681K +$228K +2,199 +50%
ECM
490
ExodusPoint Capital Management
New York
$677K +$677K +6,535 New
NLP
491
Next Level Private
New York
$675K – – –
SIM
492
Studio Investment Management
Illinois
$675K +$9.95K +96 +1%
OWP
493
ORG Wealth Partners
Texas
$674K +$674K +6,503 New
BIA
494
Benchmark Investment Advisors
Illinois
$666K +$316K +3,047 +90%
Squarepoint
495
Squarepoint
New York
$660K -$4.35K -42 -0.7%
LCWP
496
Legacy Capital Wealth Partners
Arkansas
$656K -$62.7K -605 -9%
XWM
497
Xcel Wealth Management
Florida
$651K – – –
BMSSC
498
B. Metzler seel. Sohn & Co
Germany
$646K – – –
BTWM
499
Baker Tilly Wealth Management
Wisconsin
$639K +$81.7K +789 +15%
SF
500
Synovus Financial
Georgia
$638K +$12.1K +117 +2%
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