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Brown & Brown
BRO

Overview Fund Activity

808 hedge funds and large institutions have $21.1B invested in Brown & Brown in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 307 increasing their positions, 259 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
+60
Holders Change %
+8.02%
% of All Funds
11.69%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
117
Increased
307
Reduced
259
Closed
52
Calls
$28.5M
Puts
$1.15M
Net Calls
+$27.4M
Net Calls Change
+$1.75M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$228M
2
BlackRock
BlackRock
New York
+$130M
3
GC
Gobi Capital
California
+$102M
4
Invesco
Invesco
Georgia
+$86.3M
5
Millennium Management
Millennium Management
New York
+$48.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$369M
2
APG Asset Management
APG Asset Management
Netherlands
-$208M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$108M
4
CCP
Clarkston Capital Partners
Michigan
-$63.4M
5
Morgan Stanley
Morgan Stanley
New York
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
701
Avior Wealth Management
Nebraska
$59.2K -$13.7K -132 -19%
WSFS
702
Wilmington Savings Fund Society
Delaware
$57.9K +$57.9K +559 New
ADL
703
Asset Dedication LLC
California
$52.4K – – –
OAJ
704
Ogorek Anthony Joseph
New York
$52K +$103 +1 +0.2%
PA
705
PSI Advisors
Florida
$51.6K – – –
OC
706
Oarsman Capital
Wisconsin
$50.4K +$50.4K +486 New
CT
707
Colonial Trust
South Carolina
$47.7K +$8.4K +81 +21%
IFS
708
Intelligent Financial Strategies
Minnesota
$46.1K – – –
ETC
709
Exchange Traded Concepts
Oklahoma
$45.1K -$1.06M -10,186 -96%
GWM
710
Geneos Wealth Management
Colorado
$44.3K +$33.7K +325 +316%
FPB
711
First PREMIER Bank
South Dakota
$44K -$3.43K -33 -7%
APF
712
Alaska Permanent Fund
Alaska
$42.7K – – –
AAG
713
Armstrong Advisory Group
Massachusetts
$41.4K – – –
BHWM
714
Beaird Harris Wealth Management
Texas
$41.3K – – –
TFM
715
TFC Financial Management
Massachusetts
$40K – – –
QCG
716
Quadrant Capital Group
Ohio
$36.1K +$207 +2 +0.6%
TPCW
717
TD Private Client Wealth
New York
$34.2K – – –
LC
718
Lindbrook Capital
California
$34K +$8.18K +79 +32%
DCP
719
DSM Capital Partners
Florida
$31K – – –
ATS
720
Ashton Thomas Securities
New York
$29K +$29K +280 New
CJ
721
Caitlin John
Michigan
$29K +$11.2K +100 +63%
EWA
722
EverSource Wealth Advisors
Alabama
$28.3K +$6.32K +61 +29%
LFG
723
Larson Financial Group
Missouri
$28.2K -$26.9K -260 -49%
FNWA
724
Financial Network Wealth Advisors
Utah
$28K +$207 +2 +0.7%
DJSG
725
D.J. St. Germain
Massachusetts
$27.7K +$20.7K +200 +299%
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