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Brown & Brown

858 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2024 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 337 increasing their positions, 266 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+50
Holders Change %
+6.19%
% of All Funds
11.42%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.25%
New
121
Increased
337
Reduced
266
Closed
61
Calls
$21.5M
Puts
$1.65M
Net Calls
+$19.9M
Net Calls Change
-$7.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
726
Gables Capital Management
Florida
$68.1K
CBT
727
Crews Bank & Trust
Florida
$66.8K +$66.8K +655 New
CA
728
Continuum Advisory
Idaho
$63.8K
GWSG
729
GPS Wealth Strategies Group
Colorado
$60.1K
AWM
730
Avior Wealth Management
Nebraska
$57.2K -$1.02K -10 -2%
CPBTD
731
Central Pacific Bank - Trust Division
Hawaii
$54.6K -$22.6K -222 -29%
CSP
732
Cary Street Partners
Virginia
$54.2K +$54.2K +531 New
ADL
733
Asset Dedication LLC
California
$51.6K
OAJ
734
Ogorek Anthony Joseph
New York
$51K +$101 +1 +0.2%
PA
735
PSI Advisors
Florida
$50.8K
EWA
736
EverSource Wealth Advisors
Alabama
$50K +$22.1K +217 +79%
CT
737
Colonial Trust
South Carolina
$47.6K +$613 +6 +1%
OC
738
Oarsman Capital
Wisconsin
$45.9K -$3.67K -36 -7%
IFS
739
Intelligent Financial Strategies
Minnesota
$45.4K
BIG
740
Brooklyn Investment Group
New York
$45.2K +$19.4K +191 +75%
ETC
741
Exchange Traded Concepts
Oklahoma
$44.3K -$102 -1 -0.2%
FPB
742
First PREMIER Bank
South Dakota
$43K
VCM
743
Versant Capital Management
Arizona
$42.1K +$23.9K +234 +131%
APF
744
Alaska Permanent Fund
Alaska
$42K
TFIPS
745
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.8K +$41.8K +410 New
AAG
746
Armstrong Advisory Group
Massachusetts
$40.8K
BHWM
747
Beaird Harris Wealth Management
Texas
$40.7K
TFM
748
TFC Financial Management
Massachusetts
$39.4K
SS
749
SBI Securities
Japan
$36.5K +$36.5K +358 New
LC
750
Lindbrook Capital
California
$35.6K +$2.14K +21 +6%