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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
MAS
576
Meeder Advisory Services
Ohio
$242K +$235K +2,710 New
TAM
577
Trust Asset Management
Texas
$242K
MCM
578
MAI Capital Management
Ohio
$241K +$7.73K +89 +3%
PWM
579
Provident Wealth Management
Tennessee
$240K
SEC
580
Seven Eight Capital
New York
$238K +$232K +2,667 New
BA
581
Brightwater Advisory
Florida
$238K
HNB
582
Huntington National Bank
Ohio
$236K +$89.8K +1,035 +65%
CWS
583
Confluence Wealth Services
Pennsylvania
$235K +$228K +2,626 New
AG
584
Ascent Group
Virginia
$233K +$226K +2,605 New
SW
585
SteelPeak Wealth
California
$229K +$222K +2,560 New
CI
586
Cigna Investments
Connecticut
$228K
CW
587
CreativeOne Wealth
Kansas
$227K +$221K +2,543 New
CC
588
Centiva Capital
New York
$227K -$897K -10,330 -80%
MCA
589
MSH Capital Advisors
Arizona
$227K -$46.1K -531 -17%
RFC
590
Regions Financial Corp
Alabama
$226K +$219K +2,528 New
AWS
591
Atria Wealth Solutions
New York
$225K -$76.2K -878 -26%
BC
592
Burney Company
Virginia
$225K +$219K +2,520 New
Simplex Trading
593
Simplex Trading
Illinois
$225K +$219K +2,527 New
BFG
594
Bleakley Financial Group
New Jersey
$224K +$11.5K +132 +6%
SW
595
Simplicity Wealth
New Jersey
$224K +$11.5K +132 +6%
FFA
596
Farther Finance Advisors
California
$219K +$77.7K +895 +57%
ATPW
597
Ashton Thomas Private Wealth
Arizona
$218K +$1.3K +15 +0.6%
TPI
598
Trust Point Inc
Wisconsin
$216K +$210K +2,416 New
MG
599
Mather Group
Illinois
$215K +$29.1K +335 +16%
PWP
600
Phillips Wealth Planners
Mississippi
$215K -$10.1K -116 -5%

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.