BRO icon

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 %
HI
701
Harbour Investments
Wisconsin
$6.35K 71 +41 +137%
DJSG
702
D.J. St. Germain
Massachusetts
$5.99K 67 +67 New
BWP
703
Baldwin Wealth Partners
Massachusetts
$5.72K 64 +64 New
HCM
704
Hollencrest Capital Management
California
$5.37K 60 +60 New
CTC
705
Central Trust Company
Missouri
$5.1K 57 – –
FFO
706
Fortitude Family Office
Arizona
$5.1K 57 – –
MCM
707
MV Capital Management
Maryland
$4.92K 55 +5 +10%
CSB
708
City State Bank
Iowa
$4.83K 54 – –
RCM
709
Raleigh Capital Management
North Carolina
$4.56K 51 +21 +70%
BAM
710
Bellevue Asset Management
Washington
$4.56K 51 – –
JGIA
711
Jackson Grant Investment Advisers
Connecticut
$4.29K 48 – –
PWMG
712
Prestige Wealth Management Group
New Jersey
$4.11K 46 – –
JFG
713
JDM Financial Group
Texas
$4.02K 45 – –
WPA
714
West Paces Advisors
Georgia
$3.93K 44 – –
S
715
Sachetta
Massachusetts
$3.79K 38 +27 +245%
SIC
716
SJS Investment Consulting
Ohio
$3.31K 37 – –
DPW
717
DiNuzzo Private Wealth
Pennsylvania
$3.31K 37 +5 +16%
AF
718
Advisornet Financial
Minnesota
$3.31K 37 +10 +37%
TAM
719
Tucker Asset Management
Colorado
$3.22K 36 – –
FPF
720
First Pacific Financial
Washington
$3.22K 36 +33 +1,100%
IHWM
721
Iron Horse Wealth Management
Iowa
$3.13K 35 – –
TIM
722
Tortoise Investment Management
New York
$2.95K 33 – –
SS
723
Sunbelt Securities
Texas
$2.86K 32 – –
VF
724
VitalStone Financial
Texas
$2.86K 32 +32 New
FG
725
Fairman Group
Pennsylvania
$2.59K 29 – –
27 28
29
30 31