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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
PAS
676
Point72 Asia (Singapore)
Singapore
$18.3K +$17.8K +205 New
PSB
677
Piscataqua Savings Bank
New Hampshire
$18.2K
CAL
678
Capital Advisors Ltd
Ohio
$18K -$608 -7 -3%
GKIM
679
GW&K Investment Management
Massachusetts
$18K
LFA
680
LGT Financial Advisors
Texas
$16.8K
VCM
681
Versant Capital Management
Arizona
$16K +$10.3K +119 +198%
TFF
682
The Family Firm
Maryland
$15.8K +$15.4K +177 New
GLR
683
Great Lakes Retirement
Ohio
$14.6K +$14.2K +163 New
CJ
684
Caitlin John
Michigan
$14.2K +$13.8K +159 New
RA
685
Rise Advisors
New York
$14.1K
WWP
686
WR Wealth Planners
Missouri
$13.5K
FFA
687
Frazier Financial Advisors
Ohio
$13.4K
JWA
688
JFS Wealth Advisors
Pennsylvania
$13.4K
NMM
689
Naples Money Management
Florida
$13.4K +$13K +150 New
RTL
690
Red Tortoise LLC
Georgia
$13.1K
SA
691
SRH Advisors
Kansas
$12.2K
FCA
692
FinTrust Capital Advisors
South Carolina
$12.2K +$11.8K +136 New
RIL
693
Rothschild Investment LLC
Illinois
$11.6K +$7.38K +85 +189%
RWA
694
Redmont Wealth Advisors
Illinois
$11K
FMII
695
Farmers & Merchants Investments Inc
Nebraska
$10.3K
CC
696
Cypress Capital
Tennessee
$10.1K +$9.81K +113 New
GWM
697
Geneos Wealth Management
Colorado
$9.21K +$8.94K +103 New
HCP
698
Hexagon Capital Partners
Arkansas
$9.03K -$87 -1 -1%
HWA
699
HHM Wealth Advisors
Tennessee
$8.94K
RS
700
Rakuten Securities
Japan
$8.94K +$8.59K +99 +9,900%