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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
PTC
551
Private Trust Company
Ohio
$305K +$23.4K +270 +9%
CNBT
552
Canandaigua National Bank & Trust
New York
$304K -$1.3K -15 -0.4%
BIA
553
Benchmark Investment Advisors
Illinois
$302K +$294K +3,383 New
DWM
554
Diversify Wealth Management
Utah
$302K +$266K +3,068 New
HI
555
Horizon Investments
North Carolina
$301K +$3.91K +45 +1%
IFG
556
Independent Financial Group
California
$300K +$22.1K +254 +8%
AIM
557
Anchor Investment Management
South Carolina
$294K +$10.9K +125 +4%
VSQM
558
V-Square Quantitative Management
Illinois
$294K -$29.4K -339 -9%
Lazard Asset Management
559
Lazard Asset Management
New York
$292K -$606K -6,978 -68%
WAG
560
Wallace Advisory Group
California
$286K +$15.3K +176 +6%
FAFN
561
First Affirmative Financial Network
Colorado
$286K -$60.9K -702 -18%
MGIA
562
Moneta Group Investment Advisors
Missouri
$284K -$49K -565 -15%
FRA
563
Frank Rimerman Advisors
California
$279K +$271K +3,122 New
OA
564
Operose Advisors
Wisconsin
$279K +$252K +2,900 +1,336%
CF
565
Copperwynd Financial
Arizona
$276K +$10.9K +126 +5%
AWM
566
Apollon Wealth Management
South Carolina
$272K +$35.9K +414 +16%
MA
567
Mutual Advisors
Nebraska
$272K +$15.2K +175 +7%
GFS
568
GYL Financial Synergies
Connecticut
$272K -$6.08K -70 -2%
GL
569
Graypoint LLC
New York
$269K +$18.2K +210 +8%
FA
570
Faithward Advisors
Pennsylvania
$268K -$14.5K -167 -5%
MWM
571
Mattern Wealth Management
Kansas
$265K
UCFA
572
United Capital Financial Advisors
Texas
$265K -$34.3K -395 -12%
CCP
573
Carmel Capital Partners
California
$255K
EL
574
EWA LLC
Pennsylvania
$253K +$1.91K +22 +0.9%
TWC
575
TD Waterhouse Canada
Ontario, Canada
$251K +$208K +2,391 +564%

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.