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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 %
CRC
676
Curi RMB Capital
Illinois
$209K -$104K -1,017 -33%
1C
677
111 Capital
France
$208K +$208K +2,043 New
FW
678
FullCircle Wealth
Texas
$207K +$207K +1,866 New
TCA
679
Transcend Capital Advisors
New Jersey
$207K +$2.24K +22 +1%
MBTD
680
Mechanics Bank - Trust Department
California
$206K +$206K +2,015 New
Lazard Asset Management
681
Lazard Asset Management
New York
$205K -$112K -1,101 -35%
RC
682
RBF Capital
California
$204K
MFG
683
Merit Financial Group
Georgia
$203K +$203K +1,993 New
WTFG
684
Wood Tarver Financial Group
Idaho
$202K +$202K +1,984 New
RFG
685
RFP Financial Group
Georgia
$201K +$201K +1,970 New
TWP
686
Tower Wealth Partners
Pennsylvania
$201K +$201K +1,967 New
KI
687
Kapitalo Investimentos
Brazil
$199K +$199K +1,953 New
AAP
688
Arax Advisory Partners
Colorado
$197K +$40.4K +396 +26%
AA
689
AlphaCentric Advisors
Puerto Rico
$190K -$5.51K -54 -3%
S
690
SignatureFD
Georgia
$185K +$23.2K +227 +14%
LS
691
Livforsakringsbolaget Skandia
Sweden
$184K
VIA
692
Virtus Investment Advisers
Connecticut
$176K
FA
693
Fedenia Advisers
Wisconsin
$175K +$175K +1,716 New
PCM
694
Penserra Capital Management
California
$175K +$58.4K +576 +50%
CSPIA
695
Cary Street Partners Investment Advisory
Virginia
$162K -$50.2K -492 -24%
TCOV
696
Trust Company of Vermont
Vermont
$143K
PC
697
Promus Capital
Illinois
$135K +$135K +1,323 New
FHA
698
First Horizon Advisors
Tennessee
$135K -$10.9K -107 -7%
MCM
699
MAI Capital Management
Ohio
$133K +$133K +1,299 New
CW
700
Curio Wealth
Maryland
$122K +$122K +1,200 New