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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 %
FPCG
526
Forum Private Client Group
Indiana
$479K +$622 +6 +0.1%
Lido Advisors
527
Lido Advisors
California
$474K -$8.81K -85 -2%
JAM
528
Jupiter Asset Management
United Kingdom
$472K +$472K +4,558 New
HCA
529
Harbor Capital Advisors
Illinois
$471K +$2.07K +20 +0.4%
MJRIC
530
Mogy Joel R Investment Counsel
California
$471K +$471K +4,545 New
ST
531
Somerset Trust
Pennsylvania
$470K -$932 -9 -0.2%
HFM
532
Harvest Fund Management
China
$468K -$829 -8 -0.2%
Focus Partners Wealth
533
Focus Partners Wealth
Massachusetts
$468K +$468K +4,512 New
CCA
534
Checchi Capital Advisers
California
$467K
XT
535
XTX Topco
Cayman Islands
$467K -$735K -7,094 -61%
Vontobel Holding
536
Vontobel Holding
Switzerland
$467K -$14.8K -143 -3%
LNWWM
537
Laird Norton Wetherby Wealth Management
California
$459K -$6.63K -64 -1%
SFI
538
Siemens Fonds Invest
Germany
$457K -$20.9K -393 -4%
JSW
539
Journey Strategic Wealth
New Jersey
$454K +$35.6K +344 +9%
PVI
540
Pine Valley Investments
New Jersey
$454K -$25.9K -250 -5%
AA
541
Apriem Advisors
California
$450K
GXJ
542
Global X Japan
Japan
$448K -$82.1K -792 -15%
FEG
543
Financial Enhancement Group
Indiana
$447K -$50.4K -767 -10%
VI
544
Vestcor Inc
New Brunswick, Canada
$442K
DILIC
545
Dai-ichi Life Insurance Company
Japan
$440K +$440K +4,250 New
UH
546
Unigestion Holding
Switzerland
$438K -$765K -7,385 -64%
ATC
547
Argent Trust Co
Tennessee
$438K +$73.8K +712 +20%
LWAM
548
Legacy Wealth Asset Management
Minnesota
$434K +$24.2K +234 +6%
MIC
549
Means Investment Company
Maine
$430K +$104 +1 +0%
GIA
550
Gateway Investment Advisers
Ohio
$430K