BRO icon

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 %
VF
576
Virtu Financial
New York
$387K +$168K +1,648 +77%
SSW
577
Smith Shellnut Wilson
Mississippi
$381K -$816 -8 -0.2%
SCA
578
Stonebridge Capital Advisors
Minnesota
$375K +$3.06K +30 +0.8%
EDRH
579
Edmond de Rothschild Holding
Switzerland
$374K -$109K -1,070 -23%
PA
580
Profund Advisors
Maryland
$374K +$1.22K +12 +0.3%
MA
581
Mutual Advisors
Nebraska
$373K +$43.1K +407 +13%
Jane Street
582
Jane Street
New York
$371K -$12.2M -119,541 -97%
FA
583
Fermata Advisors
California
$369K +$369K +3,620 New
WHCI
584
W.H. Cornerstone Investments
Massachusetts
$362K +$510 +5 +0.1%
UW
585
Unique Wealth
Florida
$358K +$145K +1,424 +68%
MSA
586
MUFG Securities Americas
New York
$357K +$357K +3,504 New
BP
587
Ballentine Partners
Massachusetts
$356K +$2.96K +29 +0.8%
PTC
588
Private Trust Company
Ohio
$352K +$18.7K +183 +6%
CCA
589
Checchi Capital Advisers
California
$352K -$109K -1,064 -24%
AA
590
ALPS Advisors
Colorado
$349K
CPCPP
591
Canada Post Corporation Pension Plan
Canada
$348K +$348K +3,410 New
UCFA
592
United Capital Financial Advisors
Texas
$334K +$17.9K +175 +6%
BCI
593
Brinker Capital Investments
Pennsylvania
$333K -$28.6K -280 -8%
OPS
594
Orion Portfolio Solutions
Nebraska
$333K -$28.6K -280 -8%
FRA
595
Frank Rimerman Advisors
California
$333K +$14.6K +143 +5%
AIM
596
Anchor Investment Management
South Carolina
$332K -$1.02K -10 -0.3%
HI
597
Horizon Investments
North Carolina
$330K +$2.75K +27 +0.8%
OF
598
Optimize Financial
California
$329K +$329K +3,221 New
MAS
599
Meeder Advisory Services
Ohio
$327K +$27.4K +269 +9%
BAM
600
BOCHK Asset Management
Hong Kong
$326K +$326K +3,200 New