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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
RTL
751
Red Tortoise LLC
Georgia
$15.2K
NIC
752
Northwest Investment Counselors
Oregon
$14.6K +$14K +141 New
RIL
753
Rothschild Investment LLC
Illinois
$14.5K +$995 +10 +8%
EB
754
Eastern Bank
Massachusetts
$14.2K +$13.6K +137 New
FCA
755
FinTrust Capital Advisors
South Carolina
$14.1K
SA
756
SRH Advisors
Kansas
$14.1K
RWA
757
Redmont Wealth Advisors
Illinois
$12.7K
FMII
758
Farmers & Merchants Investments Inc
Nebraska
$11.9K
Optiver Holding
759
Optiver Holding
Netherlands
$11.1K +$10.6K +107 New
HWA
760
HHM Wealth Advisors
Tennessee
$10.4K
AssetMark Inc
761
AssetMark Inc
California
$10.2K +$8.85K +89 +989%
DSC
762
Duncker Streett & Co
Missouri
$9.63K
PWMG
763
Private Wealth Management Group
New Jersey
$8.81K
KFI
764
Key Financial Inc
Pennsylvania
$8.7K
CWA
765
Carolina Wealth Advisors
South Carolina
$8.7K +$8.35K +84 New
HI
766
Harbour Investments
Wisconsin
$7.77K +$398 +4 +6%
FCM
767
Fourpath Capital Management
Oklahoma
$7.25K +$6.96K +70 New
CTC
768
Central Trust Company
Missouri
$5.91K
HCP
769
Hexagon Capital Partners
Arkansas
$5.91K -$4.38K -44 -44%
FFO
770
Fortitude Family Office
Arizona
$5.91K
MCM
771
MV Capital Management
Maryland
$5.59K -$99 -1 -2%
CSB
772
City State Bank
Iowa
$5.59K
BAM
773
Bellevue Asset Management
Washington
$5.28K
JGIA
774
Jackson Grant Investment Advisers
Connecticut
$4.97K
PWMG
775
Prestige Wealth Management Group
New Jersey
$4.77K