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Brown & Brown

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: 817872 (+55)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
76
Allianz Asset Management
Germany
$43.2M +$11.9M +111,883 +36%
PCH
77
Polar Capital Holdings
United Kingdom
$42.1M
Corient Private Wealth
78
Corient Private Wealth
Florida
$42M +$2.78M +26,065 +7%
CPC
79
Cookson Peirce & Co
Pennsylvania
$41.6M -$530K -4,963 -1%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$41.2M +$3M +28,053 +7%
TCM
81
TimesSquare Capital Management
New York
$40M -$2.37M -22,155 -5%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$38.7M +$180K +1,690 +0.4%
SEI Investments
83
SEI Investments
Pennsylvania
$38.3M +$4.8M +44,919 +14%
Stifel Financial
84
Stifel Financial
Missouri
$38.1M +$606K +5,677 +2%
APG Asset Management
85
APG Asset Management
Netherlands
$37.6M -$30.4M -284,347 -43%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$35.4M -$1.26M -11,773 -3%
National Pension Service
87
National Pension Service
South Korea
$34.7M -$2.81M -26,327 -7%
CAM
88
Cresset Asset Management
Illinois
$33.6M -$5.71M -53,470 -14%
Mitsubishi UFJ Trust & Banking
89
Mitsubishi UFJ Trust & Banking
Japan
$33.1M +$15.1M +141,700 +78%
Pictet Asset Management
90
Pictet Asset Management
Switzerland
$33M +$10.4M +97,054 +43%
OCM
91
Osterweis Capital Management
California
$31.5M -$7.06M -66,089 -18%
WorldQuant Millennium Advisors
92
WorldQuant Millennium Advisors
New York
$31.5M +$19.2M +179,934 +140%
Victory Capital Management
93
Victory Capital Management
Texas
$31.1M +$5.39M +50,510 +20%
FWCM
94
Ferguson Wellman Capital Management
Oregon
$31.1M -$320K -3,001 -1%
GC
95
Giverny Capital
Quebec, Canada
$30.1M +$31.5M +294,809 New
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$30M -$2.74M -25,668 -8%
PC
97
PhiloSmith Capital
Connecticut
$29.8M -$3.52M -33,000 -10%
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$29.5M -$2.12M -19,900 -6%
Teacher Retirement System of Texas
99
Teacher Retirement System of Texas
Texas
$29.5M +$20.1M +188,070 +186%
PP
100
Prospector Partners
Connecticut
$29.1M +$74.3K +696 +0.2%