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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 %
FFO
801
Fortitude Family Office
Arizona
$5.82K 57 – –
CSB
802
City State Bank
Iowa
$5.51K 54 – –
BWL
803
Bogart Wealth LLC
Virginia
$5K 49 +49 New
BAM
804
Bellevue Asset Management
Washington
$5K 49 -2 -4%
JGIA
805
Jackson Grant Investment Advisers
Connecticut
$4.9K 48 – –
T
806
Transce3nd
Texas
$4.8K 47 +47 New
PWMG
807
Prestige Wealth Management Group
New Jersey
$4.69K 46 – –
JFG
808
JDM Financial Group
Texas
$4.59K 45 – –
WPA
809
West Paces Advisors
Georgia
$4.49K 44 – –
CWP
810
Concord Wealth Partners
Virginia
$4.49K 44 – –
FPF
811
First Pacific Financial
Washington
$4.49K 44 +6 +16%
CMBA
812
C.M. Bidwell & Associates
Hawaii
$4.39K 43 – –
SL
813
Salomon & Ludwin
Virginia
$4.18K 41 – –
RCM
814
Raleigh Capital Management
North Carolina
$4.08K 40 – –
MEG
815
Millstone Evans Group
Colorado
$4.08K 40 +40 New
AW
816
Avion Wealth
Texas
$4K 45 +8 +22%
AWM
817
Abound Wealth Management
Tennessee
$3.98K 39 +32 +457%
S
818
Sachetta
Massachusetts
$3.88K 38 – –
DPW
819
DiNuzzo Private Wealth
Pennsylvania
$3.88K 38 – –
TAM
820
Tucker Asset Management
Colorado
$3.67K 36 – –
IHWM
821
Iron Horse Wealth Management
Iowa
$3.57K 35 – –
TIM
822
Tortoise Investment Management
New York
$3.37K 33 – –
SIC
823
SJS Investment Consulting
Ohio
$3.16K 31 -6 -16%
FWM
824
FLP Wealth Management
Arkansas
$2.96K 29 +29 New
DF
825
Dunhill Financial
United Kingdom
$2.88K 28 +11 +65%
31 32
33
34 35