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Brown & Brown

817 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 309 increasing their positions, 265 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,381% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $1.15M

134% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 50

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

17% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 265

16% more capital invested

Capital invested by funds: $18.7B → $21.7B (+$2.97B)

8% more funds holding

Funds holding: 755817 (+62)

0.07% more ownership

Funds ownership: 73.35%73.42% (+0.07%)

Holders
817
Holders Change
+62
Holders Change %
+8.21%
% of All Funds
11.73%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
117
Increased
309
Reduced
265
Closed
50
Calls
$28.5M
Puts
$1.15M
Net Calls
+$27.4M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
76
Mitsubishi UFJ Asset Management
Japan
$41.7M +$2.56M +25,746 +7%
Corient Private Wealth
77
Corient Private Wealth
Florida
$40M -$2.22M -22,307 -5%
CAM
78
Cresset Asset Management
Illinois
$39.7M -$7.99M -80,361 -17%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$38.9M +$143K +1,438 +0.4%
OCM
80
Osterweis Capital Management
California
$38.8M -$605K -6,086 -2%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$38.7M +$1.06M +10,679 +3%
Stifel Financial
82
Stifel Financial
Missouri
$38.1M +$170K +1,712 +0.5%
National Pension Service
83
National Pension Service
South Korea
$38M +$873K +8,776 +2%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$37.2M -$658K -6,620 -2%
SEI Investments
85
SEI Investments
Pennsylvania
$34.2M +$4.53M +45,514 +16%
Amundi
86
Amundi
France
$34.2M +$7.11M +71,494 +28%
PC
87
PhiloSmith Capital
Connecticut
$33.7M
First Trust Advisors
88
First Trust Advisors
Illinois
$33.5M -$1.35M -13,576 -4%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$33.1M -$577K -5,806 -2%
VIM
90
Vancity Investment Management
British Columbia, Canada
$32.4M -$17.6M -176,539 -36%
Allianz Asset Management
91
Allianz Asset Management
Germany
$32.2M -$22.4M -225,292 -42%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$32.1M -$2.67M -26,893 -8%
FWCM
93
Ferguson Wellman Capital Management
Oregon
$31.8M +$118K +1,189 +0.4%
Renaissance Technologies
94
Renaissance Technologies
New York
$31.4M +$11M +110,574 +57%
MFWM
95
Motley Fool Wealth Management
Virginia
$30.2M -$5.3M -53,328 -15%
PP
96
Prospector Partners
Connecticut
$29.5M +$91.2K +917 +0.3%
Citigroup
97
Citigroup
New York
$28.5M +$430K +4,322 +2%
Truist Financial
98
Truist Financial
North Carolina
$28.3M -$19.8M -199,340 -42%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$27M
TI
100
Tidal Investments
Wisconsin
$26.9M +$22.4M +224,772 +653%