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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
JFG
776
JDM Financial Group
Texas
$4.66K
JFGIW
777
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.56K +$4.38K +44 New
WPA
778
West Paces Advisors
Georgia
$4.56K
SS
779
Sunbelt Securities
Texas
$4.56K +$1.19K +12 +38%
CWP
780
Concord Wealth Partners
Virginia
$4.56K +$4.38K +44 New
CMBA
781
C.M. Bidwell & Associates
Hawaii
$4.46K +$4.28K +43 New
SL
782
Salomon & Ludwin
Virginia
$4.25K +$4.08K +41 New
RCM
783
Raleigh Capital Management
North Carolina
$4.14K -$1.09K -11 -22%
S
784
Sachetta
Massachusetts
$3.94K
DPW
785
DiNuzzo Private Wealth
Pennsylvania
$3.94K +$99 +1 +3%
FPF
786
First Pacific Financial
Washington
$3.94K +$199 +2 +6%
SIC
787
SJS Investment Consulting
Ohio
$3.83K
TAM
788
Tucker Asset Management
Colorado
$3.73K
IHWM
789
Iron Horse Wealth Management
Iowa
$3.63K
TIM
790
Tortoise Investment Management
New York
$3.42K
FG
791
Fairman Group
Pennsylvania
$3K
AW
792
Avion Wealth
Texas
$3K +$497 +5 +16%
AF
793
Advisornet Financial
Minnesota
$2.8K -$995 -10 -27%
BGAI
794
Bruce G. Allen Investments
Colorado
$2.8K
RWM
795
Reston Wealth Management
Virginia
$2.59K +$2.49K +25 New
LI
796
LRI Investments
Florida
$2.52K
TCA
797
Trifecta Capital Advisors
Illinois
$2.49K
BIA
798
Bell Investment Advisors
California
$2.07K
CPG
799
Cornerstone Planning Group
New Jersey
$2K +$298 +3 +19%
LOIP
800
Live Oak Investment Partners
Texas
$1.86K