BRO icon

Brown & Brown
BRO

Overview Fund Activity

748 hedge funds and large institutions have $18.5B invested in Brown & Brown in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 298 increasing their positions, 230 reducing their positions, and 48 closing their positions.

Holders
748
Holders Change
+41
Holders Change %
+5.8%
% of All Funds
10.88%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
99
Increased
298
Reduced
230
Closed
48
Calls
$26.2M
Puts
$580K
Net Calls
+$25.6M
Net Calls Change
+$8.45M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$187M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$185M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312M
4
CIC
4
Chilton Investment Company
Connecticut
$65.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$359M

Top Sellers

1
CCP
1
Clarkston Capital Partners
Michigan
$142M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$348M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$48M
4
Select Equity Group
4
Select Equity Group
New York
$1.17B
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$6.45M
Name Market Value Shares Shares
Change 		Shares
Change %
BGAI
726
Bruce G. Allen Investments
Colorado
$2.41K 27 – –
TCA
727
Trifecta Capital Advisors
Illinois
$2.15K 24 – –
LI
728
LRI Investments
Florida
$2.06K 23 – –
VNA
729
Valley National Advisers
Pennsylvania
$2K 25 +5 +25%
AW
730
Avion Wealth
Texas
$2K 32 +18 +129%
BIA
731
Bell Investment Advisors
California
$1.79K 20 – –
LOIP
732
Live Oak Investment Partners
Texas
– – – –
CFO
733
CVA Family Office
Colorado
$1.61K 18 +18 New
CPG
734
Cornerstone Planning Group
New Jersey
$1.58K 16 +16 New
DF
735
Dunhill Financial
United Kingdom
$1.53K 17 – –
BCMLT
736
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.37K 15 – –
DIP
737
DT Investment Partners
Pennsylvania
$1.34K 15 – –
LCM
738
Logan Capital Management
Pennsylvania
$1.34K 15 +15 New
ECM
739
Everence Capital Management
Indiana
$1.23K 15,040 – –
VAG
740
VisionPoint Advisory Group
Texas
$1.07K 12 +12 New
FMP
741
Financial Management Professionals
Texas
$1K 14 – –
RAM
742
Riggs Asset Management
Pennsylvania
$984 11 – –
WWM
743
Wolff Wiese Magana
California
$895 10 – –
OWA
744
Opal Wealth Advisors
New York
$895 10 +10 New
AssetMark Inc
745
AssetMark Inc
California
$805 9 +9 New
AWM
746
Abound Wealth Management
Tennessee
$626 7 – –
AFWM
747
Abich Financial Wealth Management
Virginia
$358 4 +4 New
WA
748
WestEnd Advisors
North Carolina
$89 1 – –
YDMI
749
Y.D. More Investments
Israel
$30 125 +125 New
DWM
750
Dogwood Wealth Management
Kansas
– – – –
28 29
30
31 32