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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
New York State Teachers Retirement System (NYSTRS)
101
New York State Teachers Retirement System (NYSTRS)
New York
$20.8M -$282K -3,514 -1%
Victory Capital Management
102
Victory Capital Management
Texas
$20.3M -$30.2M -376,054 -62%
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$20.1M -$1.03M -12,782 -5%
VIM
104
Vancity Investment Management
British Columbia, Canada
$19.5M -$369K -4,584 -2%
TD Asset Management
105
TD Asset Management
Ontario, Canada
$19.5M -$80.7K -1,004 -0.4%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$19.4M +$7.71M +95,937 +76%
KCM
107
Kennedy Capital Management
Missouri
$19.4M -$585K -7,282 -3%
VA
108
Vident Advisory
Georgia
$19.3M +$5.76M +71,650 +48%
DB
109
Danske Bank
Denmark
$19.3M +$17.7M +220,179 New
CIC
110
Chilton Investment Company
Connecticut
$18.4M +$15.4M +191,646 +1,063%
SI
111
Scout Investments
Missouri
$17.7M -$1.01M -12,603 -6%
Pictet Asset Management
112
Pictet Asset Management
Switzerland
$17.1M -$1.34M -16,652 -8%
CS
113
Candriam SCA
Luxembourg
$16.9M -$1.88M -23,330 -11%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$16.4M +$106K +1,324 +0.7%
Assenagon Asset Management
115
Assenagon Asset Management
Luxembourg
$16.3M -$1.21M -15,077 -7%
Prudential Financial
116
Prudential Financial
New Jersey
$16.2M -$32.1M -399,179 -68%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$15.8M -$2.08M -25,878 -13%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$15.3M +$532K +6,613 +3%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$14.8M -$933K -11,600 -6%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$14.7M +$216K +2,689 +2%
WT
121
Whittier Trust
California
$14.7M +$426K +5,298 +3%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$14.7M -$2.28M -28,393 -14%
BHWM
123
Bar Harbor Wealth Management
New Hampshire
$14.3M +$17K +211 +0.1%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$14.1M -$2.58M -32,131 -17%
LPL Financial
125
LPL Financial
California
$13.8M -$1.19M -14,811 -9%