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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
$187M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$185M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312M
4
CIC
Chilton Investment Company
Connecticut
$65.2M
5
Goldman Sachs
Goldman Sachs
New York
$359M

Top Sellers

1
CCP
Clarkston Capital Partners
Michigan
$142M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$348M
3
Allianz Asset Management
Allianz Asset Management
Germany
$48M
4
Select Equity Group
Select Equity Group
New York
$1.17B
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$6.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
526
River Wealth Advisors
Pennsylvania
$350K -$35.8K -400 -9%
DEA
527
DoubleLine ETF Adviser
Florida
$349K -$12.4K -139 -3%
OWA
528
Outlook Wealth Advisors
Texas
$343K +$343K +3,834 New
RWM
529
Revisor Wealth Management
Ohio
$340K -$238K -2,667 -41%
CIA
530
Concurrent Investment Advisors
Florida
$339K +$339K +3,795 New
JFG
531
Jefferies Financial Group
New York
$338K +$338K +3,785 New
MYAM
532
Meiji Yasuda Asset Management
Japan
$333K +$22.5K +252 +7%
SSW
533
Smith Shellnut Wilson
Mississippi
$330K – – –
DS
534
DRW Securities
Illinois
$329K +$329K +3,678 New
SCA
535
Stonebridge Capital Advisors
Minnesota
$326K – – –
PA
536
Profund Advisors
Maryland
$324K -$6.35K -71 -2%
BCI
537
Brinker Capital Investments
Pennsylvania
$321K -$10.4K -116 -3%
OPS
538
Orion Portfolio Solutions
Nebraska
$321K -$10.4K -116 -3%
WHCI
539
W.H. Cornerstone Investments
Massachusetts
$318K +$1.34K +15 +0.4%
SAM
540
Strategy Asset Managers
California
$316K -$514K -7,473 -62%
ATC
541
Argent Trust Co
Tennessee
$315K +$315K +3,518 New
Walleye Capital
542
Walleye Capital
New York
$311K +$311K +3,477 New
FRM
543
Fox Run Management
Connecticut
$309K +$309K +3,461 New
SP
544
Symmetry Partners
Connecticut
$309K -$76.7K -859 -20%
BP
545
Ballentine Partners
Massachusetts
$308K +$7.69K +86 +3%
PTC
546
Private Trust Company
Ohio
$305K +$24.1K +270 +9%
CNBT
547
Canandaigua National Bank & Trust
New York
$304K -$1.34K -15 -0.4%
BIA
548
Benchmark Investment Advisors
Illinois
$302K +$302K +3,383 New
DWM
549
Diversify Wealth Management
Utah
$302K +$302K +3,068 New
HI
550
Horizon Investments
North Carolina
$301K +$4.02K +45 +1%
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