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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
+$112M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$94.7M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$61.5M
4
CIC
Chilton Investment Company
Connecticut
+$46.5M
5
Goldman Sachs
Goldman Sachs
New York
+$44.6M

Top Sellers

1
CCP
Clarkston Capital Partners
Michigan
-$92M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$61.3M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$49.3M
4
Select Equity Group
Select Equity Group
New York
-$42.3M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
501
HighPoint Advisor Group
Illinois
$410K +$4.9K +49 +1%
CFO
502
Callan Family Office
Pennsylvania
$407K +$407K +4,555 New
PP
503
Paloma Partners
Connecticut
$407K +$407K +4,552 New
ST
504
Somerset Trust
Pennsylvania
$406K -$358 -4 -0.1%
FAIM
505
Financial Advocates Investment Management
Washington
$406K +$406K +4,542 New
HCA
506
Harbor Capital Advisors
Illinois
$405K +$1.07K +12 +0.3%
HFM
507
Harvest Fund Management
China
$404K +$150K +1,682 +59%
CCA
508
Checchi Capital Advisers
California
$403K -$5.9K -66 -1%
LNWWM
509
Laird Norton Wetherby Wealth Management
California
$402K -$1.7K -19 -0.4%
VWM
510
Venturi Wealth Management
Texas
$391K +$386K +4,320 +8,000%
AA
511
Apriem Advisors
California
$388K – – –
Koshinski Asset Management
512
Koshinski Asset Management
Illinois
$385K -$7.21K -80 -2%
VI
513
Vestcor Inc
New Brunswick, Canada
$382K – – –
MIC
514
Means Investment Company
Maine
$371K – – –
GIA
515
Gateway Investment Advisers
Ohio
$371K -$43.6K -488 -11%
OCBCO
516
Oversea-Chinese Banking Corp (OCBC)
Singapore
$371K – – –
Brown Advisory
517
Brown Advisory
Maryland
$369K -$12.2K -136 -3%
CG
518
Cynosure Group
Utah
$366K +$42K +470 +13%
AA
519
ALPS Advisors
Colorado
$364K -$2.15K -24 -0.6%
JSW
520
Journey Strategic Wealth
New Jersey
$361K +$95.8K +1,071 +36%
BSW
521
Buckingham Strategic Wealth
Missouri
$357K +$2.68K +30 +0.8%
SIA
522
Schechter Investment Advisors
Michigan
$355K +$626 +7 +0.2%
AWAU
523
Alliance Wealth Advisors (Utah)
Utah
$354K +$7.06K +79 +2%
LWAM
524
Legacy Wealth Asset Management
Minnesota
$354K +$4.38K +49 +1%
GT
525
Greenleaf Trust
Michigan
$351K +$10.3K +115 +3%
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