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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 %
RA
776
Rise Advisors
New York
$16.2K 159 +1 +0.6%
JWA
777
JFS Wealth Advisors
Pennsylvania
$15.7K 154 – –
FFA
778
Frazier Financial Advisors
Ohio
$15.3K 150 – –
TC
779
Truvestments Capital
Florida
$15.2K 149 – –
RTL
780
Red Tortoise LLC
Georgia
$15K 147 – –
RIL
781
Rothschild Investment LLC
Illinois
$14.6K 143 +3 +2%
EB
782
Eastern Bank
Massachusetts
$14K 137 – –
SA
783
SRH Advisors
Kansas
$13.9K 136 – –
IUHSA
784
Itau Unibanco Holding S.A.
Brazil
$13.8K 135 +135 New
CJL
785
Cyrus J. Lawrence
New York
$12K 125 +125 New
FMII
786
Farmers & Merchants Investments Inc
Nebraska
$11.7K 115 – –
Optiver Holding
787
Optiver Holding
Netherlands
$11.5K 113 +6 +6%
CJ
788
Caitlin John
Michigan
$11.2K 110 -149 -58%
WA
789
Whipplewood Advisors
Colorado
$10.9K 107 +107 New
HWA
790
HHM Wealth Advisors
Tennessee
$10.6K 104 +4 +4%
DSC
791
Duncker Streett & Co
Missouri
$9.49K 93 – –
SO
792
Sierra Ocean
California
$9.2K 90 +90 New
HI
793
Harbour Investments
Wisconsin
$9.08K 89 +14 +19%
SC
794
SouthState Corp
Florida
$8.98K 88 +88 New
PWMG
795
Private Wealth Management Group
New Jersey
$8.67K 85 – –
CWA
796
Carolina Wealth Advisors
South Carolina
$8.57K 84 – –
CWM
797
Copia Wealth Management
Oregon
$7.14K 70 +70 New
MA
798
Modus Advisors
Minnesota
$6.12K 60 +60 New
CTC
799
Central Trust Company
Missouri
$5.82K 57 – –
MCM
800
MV Capital Management
Maryland
$5.82K 57 +3 +6%
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32
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