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Brown & Brown
BRO

Overview Fund Activity

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.

Holders
858
Holders Change
+50
Holders Change %
+6.19%
% of All Funds
11.43%
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

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$313M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$240M
3
MIA
3
Madison Investment Advisors
Wisconsin
$198M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.05B
5
Macquarie Group
5
Macquarie Group
Australia
$81.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$232M
2
Select Equity Group
2
Select Equity Group
New York
$814M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$195M
4
LIP
4
Liontrust Investment Partners
United Kingdom
$1.04M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$60.9M
Name Market Value Shares Shares
Change 		Shares
Change %
QCG
751
Quadrant Capital Group
Ohio
$35.5K 348 – –
Canada Pension Plan Investment Board
752
Canada Pension Plan Investment Board
Ontario, Canada
$35.2K 345 -94,765 -100%
LFG
753
Larson Financial Group
Missouri
$32.8K 321 +49 +18%
HCP
754
Hexagon Capital Partners
Arkansas
$31.7K 311 +254 +446%
TPCW
755
TD Private Client Wealth
New York
$31.7K 311 -19 -6%
CIAM
756
Caitong International Asset Management
Hong Kong
$30.9K 303 +303 New
RS
757
R Squared
Hong Kong
$30.6K 300 +300 New
SS
758
Sunbelt Securities
Texas
$30.6K 300 +256 +582%
JFGIW
759
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.2K 279 +235 +534%
HWM
760
Hemington Wealth Management
Virginia
$28K 276 +45 +19%
KBFS
761
Kohmann Bosshard Financial Services
Ohio
$27.8K 272 +272 New
DJSG
762
D.J. St. Germain
Massachusetts
$27.2K 267 – –
DAM
763
Delta Asset Management
Tennessee
$25.5K 250 – –
QL
764
Quarry LP
New York
$24.8K 243 -511 -68%
KPP
765
Kings Path Partners
Texas
$23.6K 231 – –
AA
766
Ancora Advisors
Ohio
$22.8K 223 – –
GKIM
767
GW&K Investment Management
Massachusetts
$21K 205 – –
PSB
768
Piscataqua Savings Bank
New Hampshire
$20.8K 204 – –
CAL
769
Capital Advisors Ltd
Ohio
$20K 198 -1 -0.5%
LFA
770
LGT Financial Advisors
Texas
$19.2K 188 – –
KFI
771
Key Financial Inc
Pennsylvania
$19.1K 187 +103 +123%
AssetMark Inc
772
AssetMark Inc
California
$18.4K 180 +82 +84%
FLP
773
Financial Life Planners
Arizona
$17.7K 173 +173 New
WWP
774
WR Wealth Planners
Missouri
$16.4K 161 – –
Citadel Advisors
775
Citadel Advisors
Florida
$16.2K 159 +159 New
29 30
31
32 33