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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 %
MPM
901
MBB Public Markets
Illinois
– – -3,240 Closed
SW
902
SteelPeak Wealth
California
– – -3,042 Closed
TCG
903
Transcendent Capital Group
Oklahoma
– – -2,653 Closed
BPA
904
Beacon Pointe Advisors
California
– – -2,283 Closed
BFM
905
Boothbay Fund Management
New York
– – -2,130 Closed
DFCM
906
Dark Forest Capital Management
Puerto Rico
– – -2,106 Closed
SPWM
907
Schrum Private Wealth Management
Florida
– – -2,064 Closed
HKIMG
908
Hutchens & Kramer Investment Management Group
Indiana
– – -1,954 Closed
AC
909
AlphaCore Capital
California
– – -1,940 Closed
HIIFS
910
Harel Insurance Investments & Financial Services
Israel
– – -1,277 Closed
GWM
911
Geneos Wealth Management
Colorado
– – -428 Closed
DCP
912
DSM Capital Partners
Florida
– – -299 Closed
ATS
913
Ashton Thomas Securities
New York
– – -280 Closed
RWA
914
Redmont Wealth Advisors
Illinois
– – -123 Closed
FCM
915
Fourpath Capital Management
Oklahoma
– – -70 Closed
RWM
916
Reston Wealth Management
Virginia
– – -25 Closed
CPA
917
Capital Performance Advisors
California
– – -15 Closed
VAMG
918
Voisard Asset Management Group
Michigan
– – -5 Closed
HPC
919
HM Payson & Co
Maine
– – -2 Closed
MFG
920
Mendota Financial Group
Wisconsin
– – -1 Closed
Group One Trading
921
Group One Trading
Illinois
– – – –
EAM
922
Erste Asset Management
Austria
– – – –
DWM
923
Dogwood Wealth Management
Kansas
– – – –
Wolverine Trading
924
Wolverine Trading
Illinois
– – – –
Simplex Trading
925
Simplex Trading
Illinois
– – – –
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