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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 %
WAG
601
Wallace Advisory Group
California
$326K +$1.87K +18 +0.6%
BFG
602
Bleakley Financial Group
New Jersey
$323K +$10.5K +103 +3%
MGIA
603
Moneta Group Investment Advisors
Missouri
$322K -$8.37K -82 -3%
AG
604
Ascent Group
Virginia
$319K +$41.4K +406 +15%
GL
605
Graypoint LLC
New York
$317K +$2.35K +23 +0.7%
IB
606
Intrust Bank
Kansas
$310K +$67.4K +661 +28%
KWA
607
Kingswood Wealth Advisors
California
$306K +$306K +3,001 New
NED
608
Nancy E. Dempze
$306K -$97.3K -954 -24%
AA
609
Advisory Alpha
Michigan
$303K +$80.4K +788 +36%
CM
610
Capula Management
Cayman Islands
$301K +$301K +2,954 New
VSQM
611
V-Square Quantitative Management
Illinois
$301K -$34.6K -339 -10%
Kovitz Investment Group Partners
612
Kovitz Investment Group Partners
Illinois
$299K +$299K +2,929 New
CAMG
613
CWA Asset Management Group
Florida
$297K +$10.5K +103 +4%
OA
614
Operose Advisors
Wisconsin
$296K -$22.1K -217 -7%
MWM
615
Mattern Wealth Management
Kansas
$294K
FFA
616
Farther Finance Advisors
California
$293K -$3.98K -39 -1%
CG
617
Cynosure Group
Utah
$292K -$75K -735 -20%
DWM
618
Diversify Wealth Management
Utah
$285K +$1.02K +10 +0.4%
CW
619
CreativeOne Wealth
Kansas
$283K +$2.25K +22 +0.8%
AWM
620
Apollon Wealth Management
South Carolina
$282K +$25.9K +254 +10%
FAFN
621
First Affirmative Financial Network
Colorado
$279K -$21.4K -210 -7%
SCA
622
Snowden Capital Advisors
New York
$279K +$3.98K +39 +1%
DWT
623
Dorsey & Whitney Trust
South Dakota
$277K -$9.39K -92 -3%
EL
624
EWA LLC
Pennsylvania
$276K -$1.33K -13 -0.5%
TAM
625
Trust Asset Management
Texas
$276K