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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 48 closing their positions.

Holders
748
Holders Change
+41
Holders Change %
+5.8%
% 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
48
Calls
$26.2M
Puts
$580K
Net Calls
+$25.6M
Net Calls Change
+$8.45M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$187M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$185M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312M
4
CIC
4
Chilton Investment Company
Connecticut
$65.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$359M

Top Sellers

1
CCP
1
Clarkston Capital Partners
Michigan
$142M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$348M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$48M
4
Select Equity Group
4
Select Equity Group
New York
$1.17B
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$6.45M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
551
Anchor Investment Management
South Carolina
$294K 3,286 +125 +4%
VSQM
552
V-Square Quantitative Management
Illinois
$294K 3,285 -339 -9%
Lazard Asset Management
553
Lazard Asset Management
New York
$292K 3,281 -6,978 -68%
WAG
554
Wallace Advisory Group
California
$286K 3,203 +176 +6%
FAFN
555
First Affirmative Financial Network
Colorado
$286K 3,199 -702 -18%
MGIA
556
Moneta Group Investment Advisors
Missouri
$284K 3,171 -565 -15%
FRA
557
Frank Rimerman Advisors
California
$279K 3,122 +3,122 New
OA
558
Operose Advisors
Wisconsin
$279K 3,117 +2,900 +1,336%
CF
559
Copperwynd Financial
Arizona
$276K 2,772 +126 +5%
AWM
560
Apollon Wealth Management
South Carolina
$272K 3,046 +414 +16%
MA
561
Mutual Advisors
Nebraska
$272K 2,753 +175 +7%
GFS
562
GYL Financial Synergies
Connecticut
$272K 3,038 -70 -2%
GL
563
Graypoint LLC
New York
$269K 3,009 +210 +8%
FA
564
Faithward Advisors
Pennsylvania
$268K 2,997 -167 -5%
MWM
565
Mattern Wealth Management
Kansas
$265K 2,966 – –
UCFA
566
United Capital Financial Advisors
Texas
$265K 2,965 -395 -12%
CCP
567
Carmel Capital Partners
California
$255K 2,850 – –
EL
568
EWA LLC
Pennsylvania
$253K 2,580 +22 +0.9%
TWC
569
TD Waterhouse Canada
Ontario, Canada
$251K 2,815 +2,391 +564%
MAS
570
Meeder Advisory Services
Ohio
$242K 2,710 +2,710 New
TAM
571
Trust Asset Management
Texas
$242K 2,703 – –
MCM
572
MAI Capital Management
Ohio
$241K 2,695 +89 +3%
PWM
573
Provident Wealth Management
Tennessee
$240K 2,689 – –
SEC
574
Seven Eight Capital
New York
$238K 2,667 +2,667 New
BA
575
Brightwater Advisory
Florida
$238K 2,662 – –
21 22
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