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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 %
OCBCO
551
Oversea-Chinese Banking Corp (OCBC)
Singapore
$430K
HAG
552
HighPoint Advisor Group
Illinois
$429K +$2.19K +21 +0.5%
Brown Advisory
553
Brown Advisory
Maryland
$428K +$104 +1 +0%
CSS
554
Cubist Systematic Strategies
Connecticut
$425K +$425K +4,099 New
QP
555
Quilter Plc
United Kingdom
$424K +$424K +4,088 New
AWAU
556
Alliance Wealth Advisors (Utah)
Utah
$420K +$9.22K +89 +2%
Marshall Wace
557
Marshall Wace
United Kingdom
$418K +$418K +4,037 New
PFM
558
Phillips Financial Management
Indiana
$418K +$418K +4,034 New
OWA
559
Outlook Wealth Advisors
Texas
$414K +$16.4K +158 +4%
NED
560
Nancy E. Dempze
$410K +$410K +3,954 New
BAM
561
Belpointe Asset Management
Nevada
$409K +$409K +3,946 New
RWA
562
River Wealth Advisors
Pennsylvania
$406K
Grantham, Mayo, Van Otterloo & Co (GMO)
563
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$405K +$405K +3,908 New
CIA
564
Concurrent Investment Advisors
Florida
$389K -$3.73K -36 -0.9%
SSW
565
Smith Shellnut Wilson
Mississippi
$388K +$6.22K +60 +2%
QC
566
Quadrature Capital
United Kingdom
$385K +$385K +3,717 New
MYAM
567
Meiji Yasuda Asset Management
Japan
$382K -$3.83K -37 -1%
SBIA
568
Sheaff Brock Investment Advisors
Indiana
$381K +$381K +3,681 New
PA
569
Profund Advisors
Maryland
$379K +$3.63K +35 +1%
SCA
570
Stonebridge Capital Advisors
Minnesota
$378K
DEA
571
DoubleLine ETF Adviser
Florida
$377K -$27.1K -262 -7%
CG
572
Cynosure Group
Utah
$373K -$51.6K -498 -12%
OPS
573
Orion Portfolio Solutions
Nebraska
$368K -$4.25K -41 -1%
BCI
574
Brinker Capital Investments
Pennsylvania
$368K -$4.25K -41 -1%
WHCI
575
W.H. Cornerstone Investments
Massachusetts
$367K -$621 -6 -0.2%