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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 %
MFA
526
Mayflower Financial Advisors
Massachusetts
$564K -$816 -8 -0.1%
AO
527
Advisor OS
Illinois
$561K +$561K +5,501 New
NLP
528
Next Level Private
New York
$554K -$111K -1,085 -17%
APWM
529
Argonautica Private Wealth Management
Massachusetts
$547K +$8.88K +87 +2%
MA
530
MJP Associates
Connecticut
$542K +$542K +5,311 New
KWM
531
Kingsview Wealth Management
Oregon
$533K -$4.29K -42 -0.8%
LNWWM
532
Laird Norton Wetherby Wealth Management
California
$526K +$73.8K +723 +16%
HCM
533
Howland Capital Management
Massachusetts
$526K +$526K +5,153 New
Vontobel Holding
534
Vontobel Holding
Switzerland
$522K +$61.9K +607 +13%
FC
535
Farringdon Capital
United Kingdom
$508K +$508K +4,979 New
GXJ
536
Global X Japan
Japan
$504K +$62.9K +617 +14%
HAG
537
HighPoint Advisor Group
Illinois
$504K +$55.4K +509 +12%
CCA
538
Cadent Capital Advisors
Oklahoma
$502K
BBVA
539
Banco Bilbao Vizcaya Argentaria
Spain
$498K -$255K -2,497 -34%
ACA
540
Aptus Capital Advisors
Alabama
$490K +$490K +4,801 New
WTB
541
Washington Trust Bank
Washington
$485K
FFM
542
Forum Financial Management
Illinois
$481K +$102 +1 +0%
Lido Advisors
543
Lido Advisors
California
$479K +$12.2K +120 +3%
HCA
544
Harbor Capital Advisors
Illinois
$476K +$11.5K +113 +2%
SPA
545
Sherbrooke Park Advisers
New York
$474K +$474K +4,642 New
FPCG
546
Forum Private Client Group
Indiana
$472K +$612 +6 +0.1%
First Manhattan
547
First Manhattan
New York
$463K +$463K +4,541 New
FAIM
548
Financial Advocates Investment Management
Washington
$461K -$31.4K -308 -6%
JSW
549
Journey Strategic Wealth
New Jersey
$458K +$10.1K +99 +2%
MP
550
Moment Partners
California
$457K +$457K +4,481 New