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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 %
BGAI
826
Bruce G. Allen Investments
Colorado
$2.76K 27 – –
SN
827
Sittner & Nelson
Oregon
$2.55K 25 +25 New
TCA
828
Trifecta Capital Advisors
Illinois
$2.45K 24 – –
LI
829
LRI Investments
Florida
$2.35K 23 – –
CPG
830
Cornerstone Planning Group
New Jersey
$2.05K 19 – –
BIA
831
Bell Investment Advisors
California
$2.04K 20 – –
FNWA
832
Financial Network Wealth Advisors
Utah
$1.94K 19 -251 -93%
CFD
833
Creative Financial Designs
Indiana
$1.94K 19 +19 New
CSWM
834
Cassady Schiller Wealth Management
Ohio
$1.94K 19 +19 New
LOIP
835
Live Oak Investment Partners
Texas
– – – –
CWM
836
Crowley Wealth Management
Delaware
$1.73K 17 +17 New
BCMLT
837
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.56K 15 – –
DIP
838
DT Investment Partners
Pennsylvania
$1.53K 15 – –
LCM
839
Logan Capital Management
Pennsylvania
$1.53K 15 – –
FG
840
Fairman Group
Pennsylvania
$1.43K 14 -15 -52%
FMP
841
Financial Management Professionals
Texas
$1.43K 14 – –
RAM
842
Riggs Asset Management
Pennsylvania
$1.12K 11 – –
WWM
843
Wolff Wiese Magana
California
$1.02K 10 – –
RTC
844
Riverview Trust Company
Washington
$1.02K 10 – –
GFPC
845
Global Financial Private Client
Florida
$816 8 +8 New
AF
846
Advisornet Financial
Minnesota
$714 7 -20 -74%
CFO
847
CVA Family Office
Colorado
$612 6 – –
PWM
848
Parkworth Wealth Management
California
$612 6 +6 New
CWC
849
Carolinas Wealth Consulting
North Carolina
$511 5 – –
OSNBOA
850
Old Second National Bank of Aurora
Illinois
$510 5 +5 New
32 33
34
35 36