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Brown & Brown

755 hedge funds and large institutions have $18.7B invested in Brown & Brown in 2024 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 301 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,418% more call options, than puts

Call options by funds: $26.2M | Put options by funds: $580K

96% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 51

31% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 230

6% more funds holding

Funds holding: 715755 (+40)

1.1% more ownership

Funds ownership: 72.25%73.35% (+1.1%)

4% more capital invested

Capital invested by funds: $18B → $18.7B (+$648M)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
755
Holders Change
+40
Holders Change %
+5.59%
% of All Funds
10.9%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
100
Increased
301
Reduced
230
Closed
51
Calls
$26.2M
Puts
$580K
Net Calls
+$25.6M
Net Calls Change
+$8.45M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
651
Larson Financial Group
Missouri
$47.6K +$18.3K +211 +66%
ADL
652
Asset Dedication LLC
California
$45.2K
OAJ
653
Ogorek Anthony Joseph
New York
$45K
PA
654
PSI Advisors
Florida
$44.5K
AAM
655
Advisors Asset Management
Colorado
$42.4K -$3.73K -43 -8%
FPB
656
First PREMIER Bank
South Dakota
$41K
APF
657
Alaska Permanent Fund
Alaska
$41K +$260 +3 +0.7%
IFS
658
Intelligent Financial Strategies
Minnesota
$39.8K -$5.56K -64 -13%
AAG
659
Armstrong Advisory Group
Massachusetts
$35.8K
BHWM
660
Beaird Harris Wealth Management
Texas
$35.7K
TFM
661
TFC Financial Management
Massachusetts
$34.5K -$87 -1 -0.3%
Jones Financial Companies
662
Jones Financial Companies
Missouri
$34.3K +$21.9K +252 +191%
CT
663
Colonial Trust
South Carolina
$33.9K +$29.9K +344 +983%
QCG
664
Quadrant Capital Group
Ohio
$30.9K +$174 +2 +0.6%
SAM
665
Smartleaf Asset Management
Massachusetts
$30.7K +$19.4K +224 +193%
TPCW
666
TD Private Client Wealth
New York
$29.5K +$694 +8 +2%
DCP
667
DSM Capital Partners
Florida
$26.7K
CA
668
Crewe Advisors
Utah
$26.6K +$19.8K +228 +330%
FNWA
669
Financial Network Wealth Advisors
Utah
$24K +$23.3K +268 New
JWM
670
Janiczek Wealth Management
Colorado
$23.1K
DAM
671
Delta Asset Management
Tennessee
$22.4K
LC
672
Lindbrook Capital
California
$22.3K +$2.43K +28 +13%
EWA
673
EverSource Wealth Advisors
Alabama
$21.1K +$2.34K +27 +15%
KPP
674
Kings Path Partners
Texas
$20.7K +$20.1K +231 New
AA
675
Ancora Advisors
Ohio
$19.7K