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Brown & Brown

817 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 309 increasing their positions, 265 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,381% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $1.15M

134% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 50

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

17% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 265

16% more capital invested

Capital invested by funds: $18.7B → $21.7B (+$2.97B)

8% more funds holding

Funds holding: 755817 (+62)

0.07% more ownership

Funds ownership: 73.35%73.42% (+0.07%)

Holders
817
Holders Change
+62
Holders Change %
+8.21%
% of All Funds
11.73%
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
309
Reduced
265
Closed
50
Calls
$28.5M
Puts
$1.15M
Net Calls
+$27.4M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
CH
701
Cromwell Holdings
Wyoming
$72.4K
QC
702
Quent Capital
New York
$71K +$3.98K +40 +6%
CT
703
Caldwell Trust
Florida
$70K
C
704
Covestor
United Kingdom
$70K -$4.77K -48 -7%
GCM
705
Gables Capital Management
Florida
$69.2K
CA
706
Continuum Advisory
Idaho
$68.5K
AF
707
Allworth Financial
California
$68.1K +$2.39K +24 +4%
SAM
708
Smartleaf Asset Management
Massachusetts
$62K +$26.3K +264 +78%
GWSG
709
GPS Wealth Strategies Group
Colorado
$61K
AWM
710
Avior Wealth Management
Nebraska
$59.2K -$13.1K -132 -19%
WSFS
711
Wilmington Savings Fund Society
Delaware
$57.9K +$55.6K +559 New
ADL
712
Asset Dedication LLC
California
$52.4K
OAJ
713
Ogorek Anthony Joseph
New York
$52K +$99 +1 +0.2%
PA
714
PSI Advisors
Florida
$51.6K
OC
715
Oarsman Capital
Wisconsin
$50.4K +$48.3K +486 New
CT
716
Colonial Trust
South Carolina
$47.7K +$8.05K +81 +21%
IFS
717
Intelligent Financial Strategies
Minnesota
$46.1K
ETC
718
Exchange Traded Concepts
Oklahoma
$45.1K -$1.01M -10,186 -96%
GWM
719
Geneos Wealth Management
Colorado
$44.3K +$32.3K +325 +316%
FPB
720
First PREMIER Bank
South Dakota
$44K -$3.28K -33 -7%
APF
721
Alaska Permanent Fund
Alaska
$42.7K
AAG
722
Armstrong Advisory Group
Massachusetts
$41.4K
BHWM
723
Beaird Harris Wealth Management
Texas
$41.3K
TFM
724
TFC Financial Management
Massachusetts
$40K
QCG
725
Quadrant Capital Group
Ohio
$36.1K +$199 +2 +0.6%