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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
TAM
726
Tucker Asset Management
Colorado
$3.22K
FPF
727
First Pacific Financial
Washington
$3.22K +$2.87K +33 +1,100%
IHWM
728
Iron Horse Wealth Management
Iowa
$3.13K
TIM
729
Tortoise Investment Management
New York
$2.95K
SS
730
Sunbelt Securities
Texas
$2.86K
VF
731
VitalStone Financial
Texas
$2.86K +$2.78K +32 New
FG
732
Fairman Group
Pennsylvania
$2.59K
BGAI
733
Bruce G. Allen Investments
Colorado
$2.41K
TCA
734
Trifecta Capital Advisors
Illinois
$2.15K
LI
735
LRI Investments
Florida
$2.06K
VNA
736
Valley National Advisers
Pennsylvania
$2K +$434 +5 +25%
AW
737
Avion Wealth
Texas
$2K +$1.56K +18 +129%
BIA
738
Bell Investment Advisors
California
$1.79K
LOIP
739
Live Oak Investment Partners
Texas
$1.61K
CFO
740
CVA Family Office
Colorado
$1.61K +$1.56K +18 New
CPG
741
Cornerstone Planning Group
New Jersey
$1.57K +$1.39K +16 New
DF
742
Dunhill Financial
United Kingdom
$1.53K
BCMLT
743
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.37K
DIP
744
DT Investment Partners
Pennsylvania
$1.34K
LCM
745
Logan Capital Management
Pennsylvania
$1.34K +$1.3K +15 New
ECM
746
Everence Capital Management
Indiana
$1.23K
VAG
747
VisionPoint Advisory Group
Texas
$1.07K +$1.04K +12 New
FMP
748
Financial Management Professionals
Texas
$1K
RAM
749
Riggs Asset Management
Pennsylvania
$984
WWM
750
Wolff Wiese Magana
California
$895