BRO icon

Brown & Brown

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.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+50
Holders Change %
+6.19%
% of All Funds
11.42%
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
Name Holding Trade Value Shares
Change
Shares
Change %
NG
476
Novem Group
New York
$771K +$771K +7,552 New
BCM
477
Brookstone Capital Management
Illinois
$770K +$6.53K +64 +0.9%
NMIMC
478
Northwestern Mutual Investment Management Company
Wisconsin
$769K +$3.27K +32 +0.4%
CS
479
Cannell & Spears
New York
$767K -$714 -7 -0.1%
GA
480
Geller Advisors
New York
$766K +$766K +7,513 New
TMAM
481
Tokio Marine Asset Management
Japan
$765K
HCA
482
Hyperion Capital Advisors
New York
$765K
HAS
483
Holland Advisory Services
Florida
$751K +$816 +8 +0.1%
VIM
484
Vinva Investment Management
Australia
$749K -$506K -4,965 -40%
PAG
485
Private Advisor Group
New Jersey
$743K -$19.3K -189 -3%
AAS
486
Avantax Advisory Services
Texas
$739K -$5.51K -54 -0.7%
CA
487
Claro Advisors
Massachusetts
$729K -$262K -2,564 -26%
HIM
488
Hanlon Investment Management
New Jersey
$723K -$42.3K -415 -6%
O
489
Ossiam
France
$721K -$25.5M -250,431 -97%
SF
490
Summit Financial
New Jersey
$717K +$17.1K +168 +2%
SFG
491
SevenBridge Financial Group
Pennsylvania
$708K
MC
492
Moors & Cabot
Massachusetts
$694K -$1.63K -16 -0.2%
GRP
493
Global Retirement Partners
California
$692K -$1.02M -10,005 -60%
FEG
494
Financial Enhancement Group
Indiana
$690K -$8.41K -82 -1%
TPW
495
Talon Private Wealth
Florida
$687K
NRI
496
NFP Retirement Inc
California
$681K
FDCDDQ
497
Federation des caisses Desjardins du Quebec
Quebec, Canada
$668K +$161K +1,576 +32%
KPWS
498
Kestra Private Wealth Services
Texas
$661K +$41.4K +406 +7%
AIA
499
AssuredPartners Investment Advisors
Florida
$658K +$658K +6,452 New
TPI
500
Trust Point Inc
Wisconsin
$658K +$401K +3,932 +156%