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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 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+40
Holders Change %
+5.65%
% 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
49
Calls
$26.2M
Puts
$580K
Net Calls
+$25.6M
Net Calls Change
+$8.45M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$112M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$94.7M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$61.5M
4
CIC
Chilton Investment Company
Connecticut
+$46.5M
5
Goldman Sachs
Goldman Sachs
New York
+$44.6M

Top Sellers

1
CCP
Clarkston Capital Partners
Michigan
-$92M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$61.3M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$49.3M
4
Select Equity Group
Select Equity Group
New York
-$42.3M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
626
Parkside Financial Bank & Trust
Missouri
$86.1K +$15.2K +170 +21%
CI Investments Inc
627
CI Investments Inc
Ontario, Canada
$85K -$142K -1,594 -63%
MPWT
628
MassMutual Private Wealth & Trust
Connecticut
$81.9K +$18K +201 +28%
PPC
629
Park Place Capital
Alabama
$76.7K -$27.3K -305 -26%
AGWCA
630
Annis Gardner Whiting Capital Advisors
Florida
$75.9K -$89 -1 -0.1%
OCM
631
Orion Capital Management
California
$72.2K – – –
C
632
Covestor
United Kingdom
$65K +$47.1K +528 +264%
SOW
633
State of Wyoming
Wyoming
$64.4K -$38.3K -428 -37%
AWM
634
Avior Wealth Management
Nebraska
$62.9K -$58.1K -650 -48%
CH
635
Cromwell Holdings
Wyoming
$62.5K +$62.5K +699 New
GCM
636
Gables Capital Management
Florida
$59.7K – – –
AF
637
Allworth Financial
California
$58.5K +$555 +6 +1%
QC
638
Quent Capital
New York
$57.9K – – –
CFGS
639
Concourse Financial Group Securities
Alabama
$57.8K +$2.5K +28 +5%
CA
640
Continuum Advisory
Idaho
$55.9K – – –
GWSG
641
GPS Wealth Strategies Group
Colorado
$52.7K – – –
LS
642
Livforsakringsbolaget Skandia
Sweden
$49K – – –
BTI
643
Blue Trust Inc
Georgia
$48.1K +$28.3K +323 +142%
LFG
644
Larson Financial Group
Missouri
$47.6K +$18.9K +211 +66%
ADL
645
Asset Dedication LLC
California
$45.2K – – –
OAJ
646
Ogorek Anthony Joseph
New York
$45K – – –
PA
647
PSI Advisors
Florida
$44.5K – – –
AAM
648
Advisors Asset Management
Colorado
$42.4K -$3.85K -43 -8%
FPB
649
First PREMIER Bank
South Dakota
$41K – – –
APF
650
Alaska Permanent Fund
Alaska
$41K +$298 +3 +0.7%
24 25
26
27 28