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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
WB
701
Webster Bank
Connecticut
$8.4K
GIA
702
GHP Investment Advisors
Colorado
$8.32K +$8.07K +93 New
DSC
703
Duncker Streett & Co
Missouri
$8.31K
MIFH
704
Migdal Insurance & Financial Holdings
Israel
$8K +$7.38K +85 New
PWMG
705
Private Wealth Management Group
New Jersey
$7.6K +$3.65K +42 +98%
KFI
706
Key Financial Inc
Pennsylvania
$7.51K
CFB
707
Cullen/Frost Bankers
Texas
$6.53K +$6.34K +73 New
HI
708
Harbour Investments
Wisconsin
$6.35K +$3.56K +41 +137%
DJSG
709
D.J. St. Germain
Massachusetts
$5.99K +$5.82K +67 New
BWP
710
Baldwin Wealth Partners
Massachusetts
$5.72K +$5.56K +64 New
HCM
711
Hollencrest Capital Management
California
$5.37K +$5.21K +60 New
CTC
712
Central Trust Company
Missouri
$5.1K
FFO
713
Fortitude Family Office
Arizona
$5.1K
MCM
714
MV Capital Management
Maryland
$4.92K +$434 +5 +10%
CSB
715
City State Bank
Iowa
$4.83K
RCM
716
Raleigh Capital Management
North Carolina
$4.56K +$1.82K +21 +70%
BAM
717
Bellevue Asset Management
Washington
$4.56K
JGIA
718
Jackson Grant Investment Advisers
Connecticut
$4.29K
PWMG
719
Prestige Wealth Management Group
New Jersey
$4.11K
JFG
720
JDM Financial Group
Texas
$4.02K
WPA
721
West Paces Advisors
Georgia
$3.93K
S
722
Sachetta
Massachusetts
$3.79K +$2.34K +27 +245%
SIC
723
SJS Investment Consulting
Ohio
$3.31K
DPW
724
DiNuzzo Private Wealth
Pennsylvania
$3.31K +$434 +5 +16%
AF
725
Advisornet Financial
Minnesota
$3.31K +$868 +10 +37%