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Brown & Brown

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
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$635K +$311 +3 +0%
CFO
502
Callan Family Office
Pennsylvania
$633K +$161K +1,557 +34%
KPWS
503
Kestra Private Wealth Services
Texas
$630K +$12.8K +124 +2%
AFG
504
Atomi Financial Group
New York
$621K +$621K +5,995 New
Verition Fund Management
505
Verition Fund Management
Connecticut
$616K +$118K +1,143 +24%
MOS
506
MGO One Seven
Ohio
$606K -$7.56K -73 -1%
SAM
507
Strategy Asset Managers
California
$603K +$128K +1,231 +27%
KA
508
Klingman & Associates
New York
$601K
GWP
509
Gen-Wealth Partners
Michigan
$594K -$72.2K -682 -11%
MFA
510
Mayflower Financial Advisors
Massachusetts
$573K -$3.11K -30 -0.5%
FCP
511
Fidelis Capital Partners
Florida
$569K -$11.3K -107 -2%
AIM
512
Aigen Investment Management
New York
$548K +$548K +5,288 New
APWM
513
Argonautica Private Wealth Management
Massachusetts
$546K +$1.24K +12 +0.2%
KWM
514
Kingsview Wealth Management
Oregon
$546K +$7.04K +68 +1%
JCIA
515
Jackson Creek Investment Advisors
Colorado
$541K -$98.4K -950 -15%
RCM
516
Radnor Capital Management
Pennsylvania
$538K +$538K +5,190 New
HWM
517
HB Wealth Management
Georgia
$538K +$51.6K +498 +11%
OTL
518
Oak Thistle LLC
New York
$524K +$524K +5,054 New
FDCDDQ
519
Federation des caisses Desjardins du Quebec
Quebec, Canada
$515K +$15.8K +153 +3%
CCA
520
Cadent Capital Advisors
Oklahoma
$510K -$12.2K -118 -2%
GP
521
Geneva Partners
Wisconsin
$509K +$509K +4,915 New
FAIM
522
Financial Advocates Investment Management
Washington
$500K +$29.5K +285 +6%
WTB
523
Washington Trust Bank
Washington
$492K -$9.53K -92 -2%
EDRH
524
Edmond de Rothschild Holding
Switzerland
$491K
FFM
525
Forum Financial Management
Illinois
$488K +$207 +2 +0%