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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 %
VWM
501
Venturi Wealth Management
Texas
$652K -$18.2K -178 -3%
SIM
502
Studio Investment Management
Illinois
$650K -$14.8K -145 -2%
Fifth Third Bancorp
503
Fifth Third Bancorp
Ohio
$649K -$42.4K -416 -6%
XWM
504
Xcel Wealth Management
Florida
$641K
BMSSC
505
B. Metzler seel. Sohn & Co
Germany
$636K
SF
506
Synovus Financial
Georgia
$634K +$6.02K +59 +1%
BTWM
507
Baker Tilly Wealth Management
Wisconsin
$633K +$4.18K +41 +0.7%
HWM
508
HB Wealth Management
Georgia
$628K +$98K +961 +19%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$624K -$1.02K -10 -0.2%
OWP
510
ORG Wealth Partners
Texas
$622K -$41.2K -404 -6%
GCP
511
GSA Capital Partners
United Kingdom
$618K +$618K +6,059 New
GP
512
Geneva Partners
Wisconsin
$616K +$114K +1,120 +23%
PIM
513
Plato Investment Management
Australia
$611K -$100K -981 -14%
RWP
514
RWA Wealth Partners
Massachusetts
$609K +$609K +5,973 New
LCWP
515
Legacy Capital Wealth Partners
Arkansas
$608K -$37.2K -365 -6%
SAM
516
Strategy Asset Managers
California
$602K +$8.26K +81 +1%
Capstone Investment Advisors
517
Capstone Investment Advisors
New York
$600K -$952K -9,329 -61%
N
518
Numerai
California
$584K +$584K +5,723 New
HT
519
Headlands Technologies
Illinois
$582K +$331K +3,245 +132%
FC
520
FORA Capital
Florida
$580K +$580K +5,689 New
RCM
521
Radnor Capital Management
Pennsylvania
$580K +$51K +500 +10%
HFM
522
Harvest Fund Management
China
$575K +$115K +1,124 +25%
JCIA
523
Jackson Creek Investment Advisors
Colorado
$573K +$40.7K +399 +8%
GWP
524
Gen-Wealth Partners
Michigan
$573K -$204 -2 -0%
FCP
525
Fidelis Capital Partners
Florida
$567K +$844 +8 +0.1%