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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 %
KCM
626
Kathmere Capital Management
Pennsylvania
$252K +$8.91K +86 +4%
OP
627
ORG Partners
Indiana
$252K -$613K -5,919 -71%
MG
628
Mather Group
Illinois
$252K -$3.21K -31 -1%
NP
629
NorthRock Partners
Minnesota
$251K +$4.35K +42 +2%
PWP
630
Phillips Wealth Planners
Mississippi
$250K -$1.06K -10 -0.4%
RFC
631
Regions Financial Corp
Alabama
$248K -$13.6K -131 -5%
MSAM
632
Moloney Securities Asset Management
Missouri
$248K – – –
TIA
633
Tiemann Investment Advisors
California
$247K – – –
IB
634
Intrust Bank
Kansas
$246K +$246K +2,378 New
PA
635
Parallel Advisors
California
$243K +$53.9K +520 +29%
TAM
636
Tocqueville Asset Management
New York
$241K – – –
NS
637
NBC Securities
Alabama
$239K – – –
WPC
638
Wedmont Private Capital
Pennsylvania
$237K +$237K +2,318 New
BPA
639
Beacon Pointe Advisors
California
$236K -$831K -8,022 -78%
N
640
Natixis
France
$234K -$26.2M -253,031 -99%
TWM
641
Tradition Wealth Management
Minnesota
$231K +$231K +2,226 New
TFA
642
Trinity Financial Advisors
Ohio
$230K – – –
SPC
643
Spirepoint Private Client
Florida
$229K +$229K +2,214 New
AWM
644
Axxcess Wealth Management
California
$229K +$229K +2,208 New
LSAG
645
Lake Street Advisors Group
New Hampshire
$228K +$228K +2,197 New
NW
646
NewEdge Wealth
Pennsylvania
$227K +$227K +2,194 New
KCPG
647
Kavar Capital Partners Group
Kansas
$227K +$227K +2,188 New
AA
648
Advisory Alpha
Michigan
$226K +$226K +2,185 New
ST
649
Smithfield Trust
Pennsylvania
$223K – – –
FB
650
Fulton Bank
Pennsylvania
$223K +$223K +2,151 New
24 25
26
27 28