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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 %
FAFN
601
First Affirmative Financial Network
Colorado
$305K -$26.1K -252 -8%
MAS
602
Meeder Advisory Services
Ohio
$304K +$23.2K +224 +8%
FFA
603
Farther Finance Advisors
California
$302K +$47.1K +455 +19%
MWM
604
Mattern Wealth Management
Kansas
$298K -$9.12K -88 -3%
EL
605
EWA LLC
Pennsylvania
$298K +$15.4K +141 +5%
DWM
606
Diversify Wealth Management
Utah
$295K -$29.8K -281 -9%
CNBT
607
Canandaigua National Bank & Trust
New York
$293K -$59.2K -571 -17%
CAMG
608
CWA Asset Management Group
Florida
$291K +$291K +2,813 New
DWT
609
Dorsey & Whitney Trust
South Dakota
$291K +$291K +2,808 New
CW
610
CreativeOne Wealth
Kansas
$285K +$21.2K +205 +8%
AG
611
Ascent Group
Virginia
$282K +$12.1K +117 +4%
WAG
612
Wallace Advisory Group
California
$280K -$6.35K -71 -2%
TAM
613
Trust Asset Management
Texas
$280K – – –
SCA
614
Snowden Capital Advisors
New York
$279K +$33.7K +325 +14%
BA
615
Brightwater Advisory
Florida
$276K – – –
TCG
616
Transcendent Capital Group
Oklahoma
$275K +$275K +2,653 New
ATPW
617
Ashton Thomas Private Wealth
Arizona
$274K +$22.3K +215 +9%
BC
618
Burney Company
Virginia
$272K +$11.4K +110 +4%
CF
619
Copperwynd Financial
Arizona
$266K -$20.9K -202 -7%
CI
620
Cigna Investments
Connecticut
$263K – – –
MCA
621
MSH Capital Advisors
Arizona
$263K +$414 +4 +0.2%
TPI
622
Trust Point Inc
Wisconsin
$261K +$10.7K +103 +4%
AWM
623
Apollon Wealth Management
South Carolina
$260K -$55.3K -534 -18%
HT
624
Headlands Technologies
Illinois
$255K +$255K +2,461 New
CP
625
Covenant Partners
Tennessee
$254K +$7.46K +72 +3%
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25
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