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Brown & Brown

715 hedge funds and large institutions have $18B invested in Brown & Brown in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 271 increasing their positions, 232 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

976% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $1.76M

69% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 58

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

18% more capital invested

Capital invested by funds: $15.3B → $18B (+$2.76B)

17% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 232

5% more funds holding

Funds holding: 682715 (+33)

3.33% less ownership

Funds ownership: 75.58%72.25% (-3.3%)

Holders
715
Holders Change
+33
Holders Change %
+4.84%
% of All Funds
10.3%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
98
Increased
271
Reduced
232
Closed
58
Calls
$18.9M
Puts
$1.76M
Net Calls
+$17.2M
Net Calls Change
+$8.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CPC
76
Cookson Peirce & Co
Pennsylvania
$31.2M -$99.9K -1,243 -0.3%
Mitsubishi UFJ Asset Management
77
Mitsubishi UFJ Asset Management
Japan
$30.8M +$3.5M +43,591 +14%
PCH
78
Polar Capital Holdings
United Kingdom
$30.6M +$28.1M +350,000 New
Amundi
79
Amundi
France
$30.4M +$7.8K +97 +0%
Verition Fund Management
80
Verition Fund Management
Connecticut
$30.4M -$2.83M -35,229 -9%
Stifel Financial
81
Stifel Financial
Missouri
$29.7M -$698K -8,685 -2%
MFWM
82
Motley Fool Wealth Management
Virginia
$29.5M -$4M -49,766 -13%
Citigroup
83
Citigroup
New York
$29.5M -$3.05M -37,976 -10%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$29.2M -$1.26M -15,717 -4%
Natixis Advisors
85
Natixis Advisors
Massachusetts
$28.7M +$13.5M +167,548 +105%
PC
86
PhiloSmith Capital
Connecticut
$28.5M
FWCM
87
Ferguson Wellman Capital Management
Oregon
$28.4M +$630K +7,835 +2%
Ameriprise
88
Ameriprise
Minnesota
$27.9M +$1.97M +24,494 +8%
Corient Private Wealth
89
Corient Private Wealth
Florida
$27M +$4.24M +52,795 +21%
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$26.9M +$2.15M +26,692 +10%
Fidelity International
91
Fidelity International
Bermuda
$25.4M -$2.01M -25,020 -8%
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$24.9M -$5.78M -71,849 -20%
PP
93
Prospector Partners
Connecticut
$24.7M -$726K -9,025 -3%
SEI Investments
94
SEI Investments
Pennsylvania
$24.2M +$2.5M +31,071 +13%
AllianceBernstein
95
AllianceBernstein
Tennessee
$23.2M -$1.41M -17,585 -6%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$23.1M -$7.65M -95,147 -27%
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
$22M +$628K +7,806 +3%
DekaBank Deutsche Girozentrale
98
DekaBank Deutsche Girozentrale
Germany
$21.9M +$2.24M +27,879 +12%
SWP
99
Summit Wealth Partners
Florida
$21.5M -$949K -11,800 -5%
1832 Asset Management
100
1832 Asset Management
Ontario, Canada
$21.2M -$6.42M -79,871 -25%