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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 %
American Century Companies
551
American Century Companies
Missouri
$456K -$959K -9,398 -68%
KA
552
Klingman & Associates
New York
$450K -$142K -1,393 -24%
PVI
553
Pine Valley Investments
New Jersey
$444K -$3.06K -30 -0.7%
VA
554
Vident Advisory
Georgia
$443K +$118K +1,156 +36%
AA
555
Apriem Advisors
California
$443K
VI
556
Vestcor Inc
New Brunswick, Canada
$435K -$510 -5 -0.1%
DILIC
557
Dai-ichi Life Insurance Company
Japan
$434K
ATC
558
Argent Trust Co
Tennessee
$432K
UH
559
Unigestion Holding
Switzerland
$432K
GIA
560
Gateway Investment Advisers
Ohio
$430K +$6.73K +66 +2%
Brown Advisory
561
Brown Advisory
Maryland
$425K +$3.57K +35 +0.8%
MIC
562
Means Investment Company
Maine
$423K
OCBCO
563
Oversea-Chinese Banking Corp (OCBC)
Singapore
$423K
PFM
564
Phillips Financial Management
Indiana
$414K +$2.76K +27 +0.7%
BAM
565
Belpointe Asset Management
Nevada
$412K -$3.36K -32 -0.8%
MYAM
566
Meiji Yasuda Asset Management
Japan
$411K +$35.1K +344 +9%
SBIA
567
Sheaff Brock Investment Advisors
Indiana
$409K +$33.1K +324 +9%
PCM
568
Prelude Capital Management
New York
$408K +$408K +4,000 New
ST
569
Somerset Trust
Pennsylvania
$405K -$57.4K -563 -12%
AWAU
570
Alliance Wealth Advisors (Utah)
Utah
$402K -$10.8K -106 -3%
LWAM
571
Legacy Wealth Asset Management
Minnesota
$401K -$26.4K -259 -6%
HNB
572
Huntington National Bank
Ohio
$401K +$60.1K +589 +18%
Jones Financial Companies
573
Jones Financial Companies
Missouri
$400K +$182K +1,787 +84%
OWA
574
Outlook Wealth Advisors
Texas
$396K -$11.5K -113 -3%
RWA
575
River Wealth Advisors
Pennsylvania
$389K -$10.4K -102 -3%