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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 %
ATPW
626
Ashton Thomas Private Wealth
Arizona
$275K +$4.69K +46 +2%
LCM
627
Landscape Capital Management
New Jersey
$274K +$274K +2,681 New
KCM
628
Kathmere Capital Management
Pennsylvania
$272K +$23.3K +228 +9%
BA
629
Brightwater Advisory
Florida
$272K
BC
630
Burney Company
Virginia
$271K +$2.55K +25 +1%
SIA
631
Schechter Investment Advisors
Michigan
$270K -$44.1K -432 -14%
CF
632
Copperwynd Financial
Arizona
$268K +$5.31K +52 +2%
CNBT
633
Canandaigua National Bank & Trust
New York
$267K -$21.3K -209 -7%
PTC
634
Petrus Trust Company
Texas
$263K +$263K +2,576 New
PWP
635
Phillips Wealth Planners
Mississippi
$262K +$22.1K +217 +9%
CI
636
Cigna Investments
Connecticut
$260K
MCA
637
MSH Capital Advisors
Arizona
$259K +$306 +3 +0.1%
DS
638
DRW Securities
Illinois
$257K -$424K -4,156 -62%
RWM
639
Revisor Wealth Management
Ohio
$254K -$103K -1,005 -29%
WPC
640
Wedmont Private Capital
Pennsylvania
$252K +$16K +157 +7%
BWP
641
Burling Wealth Partners
Illinois
$252K +$252K +2,470 New
CA
642
Callahan Advisors
Texas
$251K +$251K +2,458 New
PA
643
Parallel Advisors
California
$248K +$9.59K +94 +4%
LAM
644
Longboard Asset Management
Arizona
$248K +$248K +2,434 New
MG
645
Mather Group
Illinois
$248K -$204 -2 -0.1%
NP
646
NorthRock Partners
Minnesota
$248K +$510 +5 +0.2%
RFC
647
Regions Financial Corp
Alabama
$245K
CP
648
Covenant Partners
Tennessee
$243K -$7.35K -72 -3%
TIA
649
Tiemann Investment Advisors
California
$243K
HH
650
Hilltop Holdings
Texas
$242K +$34.4K +337 +17%