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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
MSAM
601
Moloney Securities Asset Management
Missouri
$214K
CP
602
Covenant Partners
Tennessee
$213K -$28.4K -327 -12%
TIA
603
Tiemann Investment Advisors
California
$213K
NP
604
NorthRock Partners
Minnesota
$213K +$207K +2,380 New
SCA
605
Snowden Capital Advisors
New York
$212K +$206K +2,369 New
KCM
606
Kathmere Capital Management
Pennsylvania
$210K +$204K +2,348 New
TAM
607
Tocqueville Asset Management
New York
$208K
VC
608
Vicus Capital
Pennsylvania
$208K -$3.99K -46 -2%
TIA
609
Trust Investment Advisors
Indiana
$208K +$202K +2,323 New
NS
610
NBC Securities
Alabama
$206K
TFA
611
Trinity Financial Advisors
Ohio
$204K +$198K +2,277 New
SP
612
Systematic Portfolios
New York
$203K +$197K +2,266 New
ST
613
Smithfield Trust
Pennsylvania
$194K
GM
614
GeoWealth Management
Illinois
$193K +$38.2K +440 +26%
AA
615
AlphaCentric Advisors
Puerto Rico
$183K +$178K +2,049 New
PA
616
Parallel Advisors
California
$163K +$1.22K +14 +0.8%
VIA
617
Virtus Investment Advisers
Connecticut
$154K -$77.8K -896 -34%
S
618
SignatureFD
Georgia
$137K -$14.8K -171 -10%
AAP
619
Arax Advisory Partners
Colorado
$137K +$131K +1,510 +7,550%
FHA
620
First Horizon Advisors
Tennessee
$132K +$17.7K +204 +16%
TCOV
621
Trust Company of Vermont
Vermont
$125K
BEI
622
Benjamin Edwards Inc
Missouri
$119K -$36.7K -423 -24%
PD
623
Point72 (DIFC)
United Arab Emirates
$117K +$114K +1,308 New
GEA
624
Glen Eagle Advisors
New Jersey
$112K
AWM
625
Atticus Wealth Management
Florida
$105K

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.