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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
HWM
501
HB Wealth Management
Georgia
$420K +$96.8K +1,115 +31%
Lido Advisors
502
Lido Advisors
California
$416K +$19.3K +222 +5%
Vontobel Holding
503
Vontobel Holding
Switzerland
$416K -$37.3K -430 -8%
PVI
504
Pine Valley Investments
New Jersey
$414K +$4.17K +48 +1%
FPCG
505
Forum Private Client Group
Indiana
$413K +$608 +7 +0.2%
HAG
506
HighPoint Advisor Group
Illinois
$410K +$4.25K +49 +1%
CFO
507
Callan Family Office
Pennsylvania
$407K +$395K +4,555 New
PP
508
Paloma Partners
Connecticut
$407K +$395K +4,552 New
ST
509
Somerset Trust
Pennsylvania
$406K -$347 -4 -0.1%
FAIM
510
Financial Advocates Investment Management
Washington
$406K +$394K +4,542 New
HCA
511
Harbor Capital Advisors
Illinois
$405K +$1.04K +12 +0.3%
HFM
512
Harvest Fund Management
China
$404K +$146K +1,682 +59%
CCA
513
Checchi Capital Advisers
California
$403K -$5.73K -66 -1%
LNWWM
514
Laird Norton Wetherby Wealth Management
California
$402K -$1.65K -19 -0.4%
VWM
515
Venturi Wealth Management
Texas
$391K +$375K +4,320 +8,000%
AA
516
Apriem Advisors
California
$388K
Koshinski Asset Management
517
Koshinski Asset Management
Illinois
$385K -$6.95K -80 -2%
VI
518
Vestcor Inc
New Brunswick, Canada
$382K
MIC
519
Means Investment Company
Maine
$371K
GIA
520
Gateway Investment Advisers
Ohio
$371K -$42.4K -488 -11%
OCBCO
521
Oversea-Chinese Banking Corp (OCBC)
Singapore
$371K
Brown Advisory
522
Brown Advisory
Maryland
$369K -$11.8K -136 -3%
CG
523
Cynosure Group
Utah
$366K +$40.8K +470 +13%
AA
524
ALPS Advisors
Colorado
$364K -$2.08K -24 -0.6%
JSW
525
Journey Strategic Wealth
New Jersey
$361K +$93K +1,071 +36%

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.