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Brown & Brown
BRO

Overview Fund Activity

748 hedge funds and large institutions have $18.5B invested in Brown & Brown in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 298 increasing their positions, 230 reducing their positions, and 48 closing their positions.

Holders
748
Holders Change
+41
Holders Change %
+5.8%
% of All Funds
10.88%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
99
Increased
298
Reduced
230
Closed
48
Calls
$26.2M
Puts
$580K
Net Calls
+$25.6M
Net Calls Change
+$8.45M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$187M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$185M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312M
4
CIC
4
Chilton Investment Company
Connecticut
$65.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$359M

Top Sellers

1
CCP
1
Clarkston Capital Partners
Michigan
$142M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$348M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$48M
4
Select Equity Group
4
Select Equity Group
New York
$1.17B
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$6.45M
Name Market Value Shares Shares
Change 		Shares
Change %
GLR
676
Great Lakes Retirement
Ohio
$14.6K 163 +163 New
CJ
677
Caitlin John
Michigan
$14.2K 159 +159 New
RA
678
Rise Advisors
New York
$14.1K 158 – –
WWP
679
WR Wealth Planners
Missouri
$13.5K 151 – –
JWA
680
JFS Wealth Advisors
Pennsylvania
$13.4K 150 – –
FFA
681
Frazier Financial Advisors
Ohio
$13.4K 150 – –
NMM
682
Naples Money Management
Florida
$13.4K 150 +150 New
RTL
683
Red Tortoise LLC
Georgia
$13.1K 147 – –
SA
684
SRH Advisors
Kansas
$12.2K 136 – –
FCA
685
FinTrust Capital Advisors
South Carolina
$12.2K 136 +136 New
RIL
686
Rothschild Investment LLC
Illinois
$11.6K 130 +85 +189%
RWA
687
Redmont Wealth Advisors
Illinois
$11K 123 – –
FMII
688
Farmers & Merchants Investments Inc
Nebraska
$10.3K 115 – –
CC
689
Cypress Capital
Tennessee
$10.1K 113 +113 New
GWM
690
Geneos Wealth Management
Colorado
$9.21K 103 +103 New
HCP
691
Hexagon Capital Partners
Arkansas
$9.03K 101 -1 -1%
HWA
692
HHM Wealth Advisors
Tennessee
$8.94K 100 – –
RS
693
Rakuten Securities
Japan
$8.94K 100 +99 +9,900%
WB
694
Webster Bank
Connecticut
$8.41K 94 – –
GIA
695
GHP Investment Advisors
Colorado
$8.32K 93 +93 New
DSC
696
Duncker Streett & Co
Missouri
$8.32K 93 – –
MIFH
697
Migdal Insurance & Financial Holdings
Israel
$8K 85 +85 New
PWMG
698
Private Wealth Management Group
New Jersey
$7.6K 85 +42 +98%
KFI
699
Key Financial Inc
Pennsylvania
$7.51K 84 – –
CFB
700
Cullen/Frost Bankers
Texas
$6.53K 73 +73 New
26 27
28
29 30