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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
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$51.9M -$4.16M -47,884 -8%
CIM
52
Confluence Investment Management
Missouri
$49.4M -$1.2M -13,874 -2%
Point72 Asset Management
53
Point72 Asset Management
Connecticut
$48.3M -$16.2M -186,128 -26%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$48M -$22.4K -258 -0%
N
55
Nuveen
North Carolina
$48M -$19.5M -225,073 -30%
Allianz Asset Management
56
Allianz Asset Management
Germany
$48M -$47.9M -551,429 -51%
VF
57
Vest Financial
Virginia
$47.5M +$5.3M +61,021 +13%
SIC
58
Schwartz Investment Counsel
Michigan
$46.4M
Ameriprise
59
Ameriprise
Minnesota
$45.2M +$16.2M +186,854 +59%
VIM
60
Vancity Investment Management
British Columbia, Canada
$43.8M +$23.1M +266,615 +120%
Assenagon Asset Management
61
Assenagon Asset Management
Luxembourg
$43.7M +$26.2M +302,240 +162%
DP
62
Dundas Partners
United Kingdom
$42.8M +$393K +4,528 +1%
Nomura Asset Management
63
Nomura Asset Management
Japan
$42.6M +$1.93M +22,197 +5%
Truist Financial
64
Truist Financial
North Carolina
$42.3M +$32.7M +376,892 +392%
BBHC
65
Brown Brothers Harriman & Co
New York
$41.6M +$6.47M +74,477 +19%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$41.5M +$1.59M +18,283 +4%
CAM
67
Cresset Asset Management
Illinois
$41.4M +$756K +8,714 +2%
RJA
68
Raymond James & Associates
Florida
$41.1M -$2.59M -29,865 -6%
IIM
69
INTECH Investment Management
Florida
$38.9M +$275K +3,172 +0.7%
SCM
70
Snyder Capital Management
California
$38.4M -$688K -7,920 -2%
TCM
71
TimesSquare Capital Management
New York
$37.5M -$530K -6,100 -1%
CPC
72
Cookson Peirce & Co
Pennsylvania
$37M +$4.96M +57,155 +16%
Corient Private Wealth
73
Corient Private Wealth
Florida
$36.5M +$8.66M +99,744 +32%
PCH
74
Polar Capital Holdings
United Kingdom
$35.8M +$4.34M +50,000 +14%
OCM
75
Osterweis Capital Management
California
$34.1M -$5.44M -62,617 -14%