BRO icon

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 %
HWA
751
HHM Wealth Advisors
Tennessee
$10.4K
AssetMark Inc
752
AssetMark Inc
California
$10.2K +$9.22K +89 +989%
DSC
753
Duncker Streett & Co
Missouri
$9.64K
PWMG
754
Private Wealth Management Group
New Jersey
$8.81K
KFI
755
Key Financial Inc
Pennsylvania
$8.7K
CWA
756
Carolina Wealth Advisors
South Carolina
$8.7K +$8.7K +84 New
HI
757
Harbour Investments
Wisconsin
$7.77K +$414 +4 +6%
FCM
758
Fourpath Capital Management
Oklahoma
$7.25K +$7.25K +70 New
CTC
759
Central Trust Company
Missouri
$5.91K
HCP
760
Hexagon Capital Partners
Arkansas
$5.91K -$4.56K -44 -44%
FFO
761
Fortitude Family Office
Arizona
$5.91K
MCM
762
MV Capital Management
Maryland
$5.6K -$104 -1 -2%
CSB
763
City State Bank
Iowa
$5.59K
BAM
764
Bellevue Asset Management
Washington
$5.28K
JGIA
765
Jackson Grant Investment Advisers
Connecticut
$4.97K
PWMG
766
Prestige Wealth Management Group
New Jersey
$4.77K
JFG
767
JDM Financial Group
Texas
$4.66K
JFGIW
768
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.56K +$4.56K +44 New
WPA
769
West Paces Advisors
Georgia
$4.56K
SS
770
Sunbelt Securities
Texas
$4.56K +$1.24K +12 +38%
CWP
771
Concord Wealth Partners
Virginia
$4.56K +$4.56K +44 New
CMBA
772
C.M. Bidwell & Associates
Hawaii
$4.46K +$4.46K +43 New
SL
773
Salomon & Ludwin
Virginia
$4.25K +$4.25K +41 New
RCM
774
Raleigh Capital Management
North Carolina
$4.14K -$1.14K -11 -22%
S
775
Sachetta
Massachusetts
$3.94K