BRO icon

Brown & Brown
BRO

Overview Fund Activity

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

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$228M
2
BlackRock
BlackRock
New York
+$130M
3
GC
Gobi Capital
California
+$102M
4
Invesco
Invesco
Georgia
+$86.3M
5
Millennium Management
Millennium Management
New York
+$48.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$369M
2
APG Asset Management
APG Asset Management
Netherlands
-$208M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$108M
4
CCP
Clarkston Capital Partners
Michigan
-$63.4M
5
Morgan Stanley
Morgan Stanley
New York
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
576
Machina Capital
France
$367K -$356K -3,439 -49%
RWM
577
Revisor Wealth Management
Ohio
$360K -$34.7K -335 -9%
BP
578
Ballentine Partners
Massachusetts
$358K +$1.14K +11 +0.3%
AA
579
ALPS Advisors
Colorado
$355K -$67.1K -648 -16%
DWM
580
Darwin Wealth Management
Florida
$352K +$352K +3,400 New
HNB
581
Huntington National Bank
Ohio
$346K +$72.8K +703 +27%
VSQM
582
V-Square Quantitative Management
Illinois
$340K – – –
PTC
583
Private Trust Company
Ohio
$338K -$15K -145 -4%
IGAM
584
iA Global Asset Management
Quebec, Canada
$338K +$338K +3,267 New
AIM
585
Anchor Investment Management
South Carolina
$338K -$2.59K -25 -0.8%
MPM
586
MBB Public Markets
Illinois
$336K -$1.2M -11,621 -78%
MGIA
587
Moneta Group Investment Advisors
Missouri
$336K +$7.05K +68 +2%
HI
588
Horizon Investments
North Carolina
$332K -$17K -164 -5%
VA
589
Vident Advisory
Georgia
$330K +$330K +3,190 New
MA
590
Mutual Advisors
Nebraska
$327K +$37.6K +357 +13%
FRA
591
Frank Rimerman Advisors
California
$323K – – –
OA
592
Operose Advisors
Wisconsin
$323K – – –
Lazard Asset Management
593
Lazard Asset Management
New York
$322K -$16.7K -162 -5%
UCFA
594
United Capital Financial Advisors
Texas
$321K +$14K +135 +5%
GL
595
Graypoint LLC
New York
$319K +$7.56K +73 +2%
SIA
596
Schechter Investment Advisors
Michigan
$319K -$91.9K -887 -22%
CRC
597
Curi RMB Capital
Illinois
$317K +$317K +3,063 New
BFG
598
Bleakley Financial Group
New Jersey
$317K +$57.4K +554 +22%
SW
599
SteelPeak Wealth
California
$315K +$49.9K +482 +19%
GFS
600
GYL Financial Synergies
Connecticut
$306K -$8.81K -85 -3%
22 23
24
25 26