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Brown & Brown
BRO

Overview Fund Activity

748 hedge funds and large institutions have $18.5B invested in Brown & Brown in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 298 increasing their positions, 230 reducing their positions, and 48 closing their positions.

Holders
748
Holders Change
+41
Holders Change %
+5.8%
% of All Funds
10.88%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
99
Increased
298
Reduced
230
Closed
48
Calls
$26.2M
Puts
$580K
Net Calls
+$25.6M
Net Calls Change
+$8.45M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$187M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$185M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312M
4
CIC
4
Chilton Investment Company
Connecticut
$65.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$359M

Top Sellers

1
CCP
1
Clarkston Capital Partners
Michigan
$142M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$348M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$48M
4
Select Equity Group
4
Select Equity Group
New York
$1.17B
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$6.45M
Name Market Value Shares Shares
Change 		Shares
Change %
TAM
601
Tocqueville Asset Management
New York
$208K 2,327 – –
VC
602
Vicus Capital
Pennsylvania
$208K 2,324 -46 -2%
TIA
603
Trust Investment Advisors
Indiana
$208K 2,323 +2,323 New
NS
604
NBC Securities
Alabama
$206K 2,314 – –
TFA
605
Trinity Financial Advisors
Ohio
$204K 2,277 +2,277 New
SP
606
Systematic Portfolios
New York
$203K 2,266 +2,266 New
ST
607
Smithfield Trust
Pennsylvania
$194K 2,161 – –
GM
608
GeoWealth Management
Illinois
$193K 2,163 +440 +26%
AA
609
AlphaCentric Advisors
Puerto Rico
$183K 2,049 +2,049 New
PA
610
Parallel Advisors
California
$163K 1,821 +14 +0.8%
VIA
611
Virtus Investment Advisers
Connecticut
$154K 1,724 -896 -34%
S
612
SignatureFD
Georgia
$137K 1,535 -171 -10%
AAP
613
Arax Advisory Partners
Colorado
$137K 1,530 +1,510 +7,550%
FHA
614
First Horizon Advisors
Tennessee
$132K 1,472 +204 +16%
TCOV
615
Trust Company of Vermont
Vermont
$125K 1,401 – –
BEI
616
Benjamin Edwards Inc
Missouri
$119K 1,326 -423 -24%
PD
617
Point72 (DIFC)
United Arab Emirates
$117K 1,308 +1,308 New
GEA
618
Glen Eagle Advisors
New Jersey
$112K 1,250 – –
AWM
619
Atticus Wealth Management
Florida
$105K 1,170 – –
SWM
620
Spire Wealth Management
Virginia
$104K 1,161 +6 +0.5%
PCM
621
Penserra Capital Management
California
$102K 1,137 +23 +2%
SIS
622
Sound Income Strategies
Florida
$98.2K 1,098 – –
SIM
623
Sentry Investment Management
Wisconsin
$92K 1,025 -210 -17%
Group One Trading
624
Group One Trading
Illinois
$91.1K 1,019 +1,000 +5,263%
MA
625
Montag & Associates
Georgia
$87.6K 980 – –
23 24
25
26 27