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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 %
CAWM
651
Capital A Wealth Management
Pennsylvania
$241K +$241K +2,365 New
WA
652
Waverly Advisors
Alabama
$241K +$241K +2,362 New
OP
653
ORG Partners
Indiana
$238K -$9.79K -96 -4%
TAM
654
Tocqueville Asset Management
New York
$237K
MSAM
655
Moloney Securities Asset Management
Missouri
$234K -$10.2K -100 -4%
NW
656
NewEdge Wealth
Pennsylvania
$232K +$7.75K +76 +3%
BAM
657
Blueshift Asset Management
New Jersey
$230K +$230K +2,252 New
TFA
658
Trinity Financial Advisors
Ohio
$229K +$101 +1 +0%
LSAG
659
Lake Street Advisors Group
New Hampshire
$228K +$3.78K +37 +2%
SPC
660
Spirepoint Private Client
Florida
$226K
TWM
661
Tradition Wealth Management
Minnesota
$225K -$2.55K -25 -1%
KCPG
662
Kavar Capital Partners Group
Kansas
$223K
FB
663
Fulton Bank
Pennsylvania
$223K +$3.37K +33 +2%
FFP
664
FourThought Financial Partners
Florida
$223K +$223K +2,182 New
BAM
665
Berkshire Asset Management
Pennsylvania
$222K +$222K +2,095 New
ST
666
Smithfield Trust
Pennsylvania
$220K
GS
667
GTS Securities
New York
$220K +$220K +2,154 New
GPW
668
Genesis Private Wealth
Virginia
$219K +$219K +2,148 New
GM
669
GeoWealth Management
Illinois
$215K +$1.12K +11 +0.5%
DWA
670
Douglass Winthrop Advisors
New York
$214K
WANY
671
Wealthspire Advisors (New York)
New York
$214K +$8.57K +84 +4%
AWM
672
Angeles Wealth Management
California
$213K +$213K +2,092 New
AWM
673
Axxcess Wealth Management
California
$213K -$12.1K -119 -5%
JWCA
674
J.W. Cole Advisors
Florida
$212K -$408 -4 -0.2%
IC
675
IEQ Capital
California
$212K -$536K -5,257 -72%