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Brown & Brown
BRO

817 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 309 increasing their positions, 265 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,381% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $1.15M

134% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 50

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

17% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 265

16% more capital invested

Capital invested by funds: $18.7B → $21.7B (+$2.97B)

8% more funds holding

Funds holding: 755 → 817 (+62)

0.07% more ownership

Funds ownership: 73.35% → 73.42% (+0.07%)

Holders
817
Holders Change
+62
Holders Change %
+8.21%
% of All Funds
11.73%
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
309
Reduced
265
Closed
50
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
+$219M
2
BlackRock
BlackRock
New York
+$124M
3
GC
Gobi Capital
California
+$98.3M
4
Invesco
Invesco
Georgia
+$82.9M
5
Millennium Management
Millennium Management
New York
+$46.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$354M
2
APG Asset Management
APG Asset Management
Netherlands
-$223M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$103M
4
SAM
Storebrand Asset Management
Norway
-$78.5M
5
CCP
Clarkston Capital Partners
Michigan
-$60.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
501
Squarepoint
New York
$660K -$4.18K -42 -0.7%
LCWP
502
Legacy Capital Wealth Partners
Arkansas
$656K -$60.2K -605 -9%
XWM
503
Xcel Wealth Management
Florida
$651K – – –
BMSSC
504
B. Metzler seel. Sohn & Co
Germany
$646K – – –
BTWM
505
Baker Tilly Wealth Management
Wisconsin
$639K +$78.5K +789 +15%
SF
506
Synovus Financial
Georgia
$638K +$11.6K +117 +2%
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$635K +$298 +3 +0%
CFO
508
Callan Family Office
Pennsylvania
$633K +$155K +1,557 +34%
KPWS
509
Kestra Private Wealth Services
Texas
$630K +$12.3K +124 +2%
AFG
510
Atomi Financial Group
New York
$621K +$596K +5,995 New
Verition Fund Management
511
Verition Fund Management
Connecticut
$616K +$114K +1,143 +24%
MOS
512
MGO One Seven
Ohio
$606K -$7.26K -73 -1%
SAM
513
Strategy Asset Managers
California
$603K +$122K +1,231 +27%
KA
514
Klingman & Associates
New York
$601K – – –
GWP
515
Gen-Wealth Partners
Michigan
$594K -$67.8K -682 -11%
MFA
516
Mayflower Financial Advisors
Massachusetts
$573K -$2.98K -30 -0.5%
FCP
517
Fidelis Capital Partners
Florida
$569K -$10.6K -107 -2%
AIM
518
Aigen Investment Management
New York
$548K +$526K +5,288 New
APWM
519
Argonautica Private Wealth Management
Massachusetts
$546K +$1.19K +12 +0.2%
KWM
520
Kingsview Wealth Management
Oregon
$546K +$6.76K +68 +1%
JCIA
521
Jackson Creek Investment Advisors
Colorado
$541K -$94.5K -950 -15%
RCM
522
Radnor Capital Management
Pennsylvania
$538K +$516K +5,190 New
HWM
523
HB Wealth Management
Georgia
$538K +$49.5K +498 +11%
SLAM
524
Swiss Life Asset Management
$532K -$25K -251 -5%
OTL
525
Oak Thistle LLC
New York
$524K +$503K +5,054 New
19 20
21
22 23

BRO Hedge Fund Activity: Q3 2024 in Review

817 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q3 2024, worth a combined $21.7B — up 16% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new BRO positions and 50 closed out — a net gain of 67 holders — while 309 added to existing stakes and 265 trimmed.

The largest buyer was Capital World Investors, adding an estimated $219M. The largest seller was Select Equity Group, cutting an estimated $354M.

  • 817 institutional investors held Brown & Brown (BRO) as of Q3 2024, up from 755 in Q2 2024.
  • Funds reported $21.7B of Brown & Brown stock for Q3 2024, up 16% quarter-over-quarter.
  • 117 funds opened new Brown & Brown positions in Q3 2024 and 50 closed out, a net change of +67 holders.
  • The largest Brown & Brown buyer in Q3 2024 was Capital World Investors, an estimated $219M added.
  • The largest Brown & Brown seller in Q3 2024 was Select Equity Group, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2024.