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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
DF
801
Dunhill Financial
United Kingdom
$1.81K
BCMLT
802
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.58K
DIP
803
DT Investment Partners
Pennsylvania
$1.55K
LCM
804
Logan Capital Management
Pennsylvania
$1.55K
CPA
805
Capital Performance Advisors
California
$1.55K +$1.49K +15 New
RAM
806
Riggs Asset Management
Pennsylvania
$1.14K
IAIM
807
International Assets Investment Management
Florida
$1.09K +$11.3M +113,442 New
WWM
808
Wolff Wiese Magana
California
$1.04K
RTC
809
Riverview Trust Company
Washington
$1.04K +$995 +10 New
FMP
810
Financial Management Professionals
Texas
$1K
AWM
811
Abound Wealth Management
Tennessee
$726
CFO
812
CVA Family Office
Colorado
$622 -$1.19K -12 -67%
CWC
813
Carolinas Wealth Consulting
North Carolina
$518 +$497 +5 New
VAMG
814
Voisard Asset Management Group
Michigan
$518 +$497 +5 New
HPC
815
HM Payson & Co
Maine
$208 +$199 +2 New
WA
816
WestEnd Advisors
North Carolina
$207 +$99 +1 +100%
MFG
817
Mendota Financial Group
Wisconsin
$104 +$99 +1 New
YDMI
818
Y.D. More Investments
Israel
$37 +$696 +7 +6%
DWM
819
Dogwood Wealth Management
Kansas
$3
WP
820
Woodline Partners
California
-$23.2M -259,029 Closed
GC
821
Gillson Capital
Illinois
-$14.7M -164,338 Closed
IMPI
822
Ilmarinen Mutual Pension Insurance
Finland
-$9.39M -105,000 Closed
ACH
823
ArrowMark Colorado Holdings
Colorado
-$8.87M -99,235 Closed
Adage Capital Partners
824
Adage Capital Partners
Massachusetts
-$6.45M -72,100 Closed
Qube Research & Technologies (QRT)
825
Qube Research & Technologies (QRT)
United Kingdom
-$5.71M -63,859 Closed