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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
PHK
876
Point72 Hong Kong
Hong Kong
– -$8.88M -85,670 Closed
JFG
877
Jefferies Financial Group
New York
– -$6.92M -66,785 Closed
MF
878
Magnetar Financial
Illinois
– -$6.29M -60,679 Closed
BHWA
879
Beacon Harbor Wealth Advisors
Virginia
– -$5.47M -52,782 Closed
TCM
880
Teza Capital Management
Illinois
– -$3.56M -34,332 Closed
MPA
881
Marvin & Palmer Associates
Delaware
– -$3.13M -30,184 Closed
JSSH
882
J. Safra Sarasin Holding
– -$2.92M -28,231 Closed
FCM
883
FJ Capital Management
Virginia
– -$2.89M -27,929 Closed
WAM
884
Weiss Asset Management
Massachusetts
– -$2.88M -27,787 Closed
SSA
885
Schonfeld Strategic Advisors
New York
– -$2.68M -25,863 Closed
QCM
886
Qsemble Capital Management
New York
– -$2.32M -22,389 Closed
LAM
887
LECAP Asset Management
United Kingdom
– -$1.38M -13,283 Closed
NRD
888
Nebula Research & Development
New York
– -$1.37M -13,199 Closed
PAS
889
Point72 Asia (Singapore)
Singapore
– -$1.22M -11,820 Closed
NC
890
nVerses Capital
Florida
– -$1.19M -11,500 Closed
SA
891
SRN Advisors
Pennsylvania
– -$1.16M -11,223 Closed
Koshinski Asset Management
892
Koshinski Asset Management
Illinois
– -$996K -9,614 Closed
CCIA
893
Campbell & Co Investment Adviser
Maryland
– -$971K -9,371 Closed
CG
894
Carmignac Gestion
France
– -$964K -9,305 Closed
TC
895
Taika Capital
Florida
– -$921K -8,891 Closed
MM
896
MQS Management
New York
– -$874K -8,440 Closed
BHCM
897
Brevan Howard Capital Management
Jersey
– -$839K -8,098 Closed
SIA
898
SkyView Investment Advisors
New Jersey
– -$833K -8,045 Closed
IMCOOI
899
Investment Management Corp of Ontario (IMCO)
Canada
– -$827K -7,980 Closed
PP
900
Paloma Partners
Connecticut
– -$824K -7,956 Closed
34 35
36
37 38

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.