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Brown & Brown
BRO

Overview Fund Activity

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

Top Buyers

1
Capital World Investors
Capital World Investors
California
$376M
2
BlackRock
BlackRock
New York
$1.86B
3
GC
Gobi Capital
California
$102M
4
Invesco
Invesco
Georgia
$354M
5
Millennium Management
Millennium Management
New York
$59.5M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$992M
2
APG Asset Management
APG Asset Management
Netherlands
$61.9M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254M
4
CCP
Clarkston Capital Partners
Michigan
$101M
5
Morgan Stanley
Morgan Stanley
New York
$876M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
776
DiNuzzo Private Wealth
Pennsylvania
$3.94K +$104 +1 +3%
FPF
777
First Pacific Financial
Washington
$3.94K +$207 +2 +6%
SIC
778
SJS Investment Consulting
Ohio
$3.83K – – –
TAM
779
Tucker Asset Management
Colorado
$3.73K – – –
IHWM
780
Iron Horse Wealth Management
Iowa
$3.63K – – –
TIM
781
Tortoise Investment Management
New York
$3.42K – – –
FG
782
Fairman Group
Pennsylvania
$3K – – –
AW
783
Avion Wealth
Texas
$3K +$405 +5 +16%
AF
784
Advisornet Financial
Minnesota
$2.8K -$1.04K -10 -27%
BGAI
785
Bruce G. Allen Investments
Colorado
$2.8K – – –
RWM
786
Reston Wealth Management
Virginia
$2.59K +$2.59K +25 New
LI
787
LRI Investments
Florida
$2.52K – – –
TCA
788
Trifecta Capital Advisors
Illinois
$2.49K – – –
BIA
789
Bell Investment Advisors
California
$2.07K – – –
CPG
790
Cornerstone Planning Group
New Jersey
$2K +$315 +3 +19%
LOIP
791
Live Oak Investment Partners
Texas
$1.87K -$1.61K – –
DF
792
Dunhill Financial
United Kingdom
$1.81K – – –
BCMLT
793
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.59K – – –
DIP
794
DT Investment Partners
Pennsylvania
$1.55K – – –
LCM
795
Logan Capital Management
Pennsylvania
$1.55K – – –
CPA
796
Capital Performance Advisors
California
$1.55K +$1.55K +15 New
RAM
797
Riggs Asset Management
Pennsylvania
$1.14K – – –
IAIM
798
International Assets Investment Management
Florida
$1.1K +$1.1K +113,442 New
WWM
799
Wolff Wiese Magana
California
$1.04K – – –
RTC
800
Riverview Trust Company
Washington
$1.04K +$1.04K +10 New
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