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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
TPCW
726
TD Private Client Wealth
New York
$34.2K
LC
727
Lindbrook Capital
California
$34K +$7.86K +79 +32%
DCP
728
DSM Capital Partners
Florida
$31K
ATS
729
Ashton Thomas Securities
New York
$29K +$27.8K +280 New
CJ
730
Caitlin John
Michigan
$29K +$9.95K +100 +63%
EWA
731
EverSource Wealth Advisors
Alabama
$28.3K +$6.07K +61 +29%
LFG
732
Larson Financial Group
Missouri
$28.2K -$25.9K -260 -49%
FNWA
733
Financial Network Wealth Advisors
Utah
$28K +$199 +2 +0.7%
DJSG
734
D.J. St. Germain
Massachusetts
$27.7K +$19.9K +200 +299%
BIG
735
Brooklyn Investment Group
New York
$26.2K +$25.2K +253 New
DAM
736
Delta Asset Management
Tennessee
$25.9K
HWM
737
Hemington Wealth Management
Virginia
$24K +$23K +231 New
KPP
738
Kings Path Partners
Texas
$23.9K
AA
739
Ancora Advisors
Ohio
$23.1K +$298 +3 +1%
PSB
740
Piscataqua Savings Bank
New Hampshire
$21.1K
CAL
741
Capital Advisors Ltd
Ohio
$21K +$99 +1 +0.5%
GKIM
742
GW&K Investment Management
Massachusetts
$21K +$696 +7 +4%
LFA
743
LGT Financial Advisors
Texas
$19.5K
VCM
744
Versant Capital Management
Arizona
$18.5K
WWP
745
WR Wealth Planners
Missouri
$16.7K +$995 +10 +7%
RA
746
Rise Advisors
New York
$16.4K
NAAA
747
New Age Alpha Advisors
New York
$16.4K +$15.7K +158 New
JWA
748
JFS Wealth Advisors
Pennsylvania
$16K +$398 +4 +3%
FFA
749
Frazier Financial Advisors
Ohio
$15.5K
TC
750
Truvestments Capital
Florida
$15.4K +$14.8K +149 New