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Brown & Brown

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
Name Holding Trade Value Shares
Change
Shares
Change %
BIG
726
Brooklyn Investment Group
New York
$26.2K +$26.2K +253 New
DAM
727
Delta Asset Management
Tennessee
$25.9K
HWM
728
Hemington Wealth Management
Virginia
$24K +$24K +231 New
KPP
729
Kings Path Partners
Texas
$23.9K
AA
730
Ancora Advisors
Ohio
$23.1K +$311 +3 +1%
PSB
731
Piscataqua Savings Bank
New Hampshire
$21.1K
CAL
732
Capital Advisors Ltd
Ohio
$21K +$106 +1 +0.5%
GKIM
733
GW&K Investment Management
Massachusetts
$21K +$717 +7 +4%
LFA
734
LGT Financial Advisors
Texas
$19.5K
VCM
735
Versant Capital Management
Arizona
$18.5K
WWP
736
WR Wealth Planners
Missouri
$16.7K +$1.04K +10 +7%
RA
737
Rise Advisors
New York
$16.4K
NAAA
738
New Age Alpha Advisors
New York
$16.4K +$16.4K +158 New
JWA
739
JFS Wealth Advisors
Pennsylvania
$16K +$414 +4 +3%
FFA
740
Frazier Financial Advisors
Ohio
$15.5K
TC
741
Truvestments Capital
Florida
$15.4K +$15.4K +149 New
RTL
742
Red Tortoise LLC
Georgia
$15.2K
NIC
743
Northwest Investment Counselors
Oregon
$14.6K +$14.6K +141 New
RIL
744
Rothschild Investment LLC
Illinois
$14.5K +$1.04K +10 +8%
EB
745
Eastern Bank
Massachusetts
$14.2K +$14.2K +137 New
SA
746
SRH Advisors
Kansas
$14.1K
FCA
747
FinTrust Capital Advisors
South Carolina
$14.1K
RWA
748
Redmont Wealth Advisors
Illinois
$12.7K
FMII
749
Farmers & Merchants Investments Inc
Nebraska
$11.9K
Optiver Holding
750
Optiver Holding
Netherlands
$11.1K +$11.1K +107 New