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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
BSW
526
Buckingham Strategic Wealth
Missouri
$357K +$2.6K +30 +0.8%
SIA
527
Schechter Investment Advisors
Michigan
$355K +$608 +7 +0.2%
AWAU
528
Alliance Wealth Advisors (Utah)
Utah
$354K +$6.86K +79 +2%
LWAM
529
Legacy Wealth Asset Management
Minnesota
$354K +$4.25K +49 +1%
GT
530
Greenleaf Trust
Michigan
$351K +$9.98K +115 +3%
RWA
531
River Wealth Advisors
Pennsylvania
$350K -$34.7K -400 -9%
DEA
532
DoubleLine ETF Adviser
Florida
$349K -$12.1K -139 -3%
OWA
533
Outlook Wealth Advisors
Texas
$343K +$333K +3,834 New
RWM
534
Revisor Wealth Management
Ohio
$340K -$232K -2,667 -41%
CIA
535
Concurrent Investment Advisors
Florida
$339K +$329K +3,795 New
JFG
536
Jefferies Financial Group
New York
$338K +$329K +3,785 New
MYAM
537
Meiji Yasuda Asset Management
Japan
$333K +$21.9K +252 +7%
SSW
538
Smith Shellnut Wilson
Mississippi
$330K
DS
539
DRW Securities
Illinois
$329K +$319K +3,678 New
SCA
540
Stonebridge Capital Advisors
Minnesota
$326K
PA
541
Profund Advisors
Maryland
$324K -$6.16K -71 -2%
BCI
542
Brinker Capital Investments
Pennsylvania
$321K -$10.1K -116 -3%
OPS
543
Orion Portfolio Solutions
Nebraska
$321K -$10.1K -116 -3%
WHCI
544
W.H. Cornerstone Investments
Massachusetts
$318K +$1.3K +15 +0.4%
SAM
545
Strategy Asset Managers
California
$316K -$649K -7,473 -62%
ATC
546
Argent Trust Co
Tennessee
$315K +$305K +3,518 New
Walleye Capital
547
Walleye Capital
New York
$311K +$302K +3,477 New
FRM
548
Fox Run Management
Connecticut
$309K +$300K +3,461 New
SP
549
Symmetry Partners
Connecticut
$309K -$74.6K -859 -20%
BP
550
Ballentine Partners
Massachusetts
$308K +$7.47K +86 +3%

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.