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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 %
VF
651
Virtu Financial
New York
$222K -$885K -8,541 -80%
BFM
652
Boothbay Fund Management
New York
$221K +$221K +2,130 New
Jones Financial Companies
653
Jones Financial Companies
Missouri
$219K +$179K +1,746 +455%
DFCM
654
Dark Forest Capital Management
Puerto Rico
$218K +$218K +2,106 New
DWA
655
Douglass Winthrop Advisors
New York
$218K +$218K +2,100 New
GM
656
GeoWealth Management
Illinois
$217K -$7.36K -71 -3%
UW
657
Unique Wealth
Florida
$216K +$216K +2,085 New
JWCA
658
J.W. Cole Advisors
Florida
$216K +$216K +2,085 New
CSPIA
659
Cary Street Partners Investment Advisory
Virginia
$215K +$215K +2,080 New
SPWM
660
Schrum Private Wealth Management
Florida
$214K +$214K +2,064 New
HH
661
Hilltop Holdings
Texas
$211K +$211K +2,034 New
WANY
662
Wealthspire Advisors (New York)
New York
$208K +$208K +2,009 New
TCA
663
Transcend Capital Advisors
New Jersey
$208K +$208K +2,004 New
RC
664
RBF Capital
California
$207K +$207K +2,000 New
HKIMG
665
Hutchens & Kramer Investment Management Group
Indiana
$205K +$205K +1,954 New
AC
666
AlphaCore Capital
California
$201K +$201K +1,940 New
AA
667
AlphaCentric Advisors
Puerto Rico
$199K -$13.7K -132 -6%
LS
668
Livforsakringsbolaget Skandia
Sweden
$187K +$130K +1,253 +229%
VIA
669
Virtus Investment Advisers
Connecticut
$179K – – –
S
670
SignatureFD
Georgia
$164K +$5.18K +50 +3%
AAP
671
Arax Advisory Partners
Colorado
$159K +$518 +5 +0.3%
FHA
672
First Horizon Advisors
Tennessee
$148K -$4.56K -44 -3%
TCOV
673
Trust Company of Vermont
Vermont
$145K – – –
HIIFS
674
Harel Insurance Investments & Financial Services
Israel
$132K +$132K +1,277 New
BTI
675
Blue Trust Inc
Georgia
$131K +$81.7K +914 +166%
25 26
27
28 29