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Brown & Brown
BRO

872 hedge funds and large institutions have $21.9B invested in Brown & Brown in 2024 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 339 increasing their positions, 270 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,203% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $1.65M

107% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 61

26% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 270

7% more funds holding

Funds holding: 817 → 872 (+55)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

1.58% more ownership

Funds ownership: 73.42% → 75.01% (+1.6%)

1% more capital invested

Capital invested by funds: $21.7B → $21.9B (+$213M)

Holders
872
Holders Change
+55
Holders Change %
+6.73%
% of All Funds
11.49%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.25%
New
126
Increased
339
Reduced
270
Closed
61
Calls
$21.5M
Puts
$1.65M
Net Calls
+$19.9M
Net Calls Change
-$7.5M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$216M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$143M
3
Macquarie Group
Macquarie Group
Australia
+$81.6M
4
BlackRock
BlackRock
New York
+$79.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$72.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$200M
2
Select Equity Group
Select Equity Group
New York
-$170M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$127M
4
LIP
Liontrust Investment Partners
United Kingdom
-$103M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$54.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SL
826
Salomon & Ludwin
Virginia
$4.18K – – –
RCM
827
Raleigh Capital Management
North Carolina
$4.08K – – –
MEG
828
Millstone Evans Group
Colorado
$4.08K +$4.27K +40 New
AW
829
Avion Wealth
Texas
$4K +$854 +8 +22%
AWM
830
Abound Wealth Management
Tennessee
$3.98K +$3.42K +32 +457%
DPW
831
DiNuzzo Private Wealth
Pennsylvania
$3.88K – – –
S
832
Sachetta
Massachusetts
$3.88K – – –
TAM
833
Tucker Asset Management
Colorado
$3.67K – – –
IHWM
834
Iron Horse Wealth Management
Iowa
$3.57K – – –
TIM
835
Tortoise Investment Management
New York
$3.37K – – –
SIC
836
SJS Investment Consulting
Ohio
$3.16K -$641 -6 -16%
FWM
837
FLP Wealth Management
Arkansas
$2.96K +$3.1K +29 New
DF
838
Dunhill Financial
United Kingdom
$2.88K +$1.18K +11 +65%
BGAI
839
Bruce G. Allen Investments
Colorado
$2.75K – – –
SN
840
Sittner & Nelson
Oregon
$2.55K +$2.67K +25 New
TCA
841
Trifecta Capital Advisors
Illinois
$2.45K – – –
LI
842
LRI Investments
Florida
$2.35K – – –
CPG
843
Cornerstone Planning Group
New Jersey
$2.05K – – –
BIA
844
Bell Investment Advisors
California
$2.04K – – –
FNWA
845
Financial Network Wealth Advisors
Utah
$1.94K -$26.8K -251 -93%
CSWM
846
Cassady Schiller Wealth Management
Ohio
$1.94K +$2.03K +19 New
CFD
847
Creative Financial Designs
Indiana
$1.94K +$2.03K +19 New
LOIP
848
Live Oak Investment Partners
Texas
$1.84K – – –
CWM
849
Crowley Wealth Management
Delaware
$1.73K +$1.81K +17 New
BCMLT
850
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.56K – – –
32 33
34
35 36

BRO Hedge Fund Activity: Q4 2024 in Review

872 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q4 2024, worth a combined $21.9B — up 0.98% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new BRO positions and 61 closed out — a net gain of 65 holders — while 339 added to existing stakes and 270 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $216M. The largest seller was Goldman Sachs, cutting an estimated $200M.

  • 872 institutional investors held Brown & Brown (BRO) as of Q4 2024, up from 817 in Q3 2024.
  • Funds reported $21.9B of Brown & Brown stock for Q4 2024, up 0.98% quarter-over-quarter.
  • 126 funds opened new Brown & Brown positions in Q4 2024 and 61 closed out, a net change of +65 holders.
  • The largest Brown & Brown buyer in Q4 2024 was First Trust Advisors, an estimated $216M added.
  • The largest Brown & Brown seller in Q4 2024 was Goldman Sachs, an estimated $200M sold.

Based on aggregated 13F filings for Q4 2024.