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Brown & Brown

755 hedge funds and large institutions have $18.7B invested in Brown & Brown in 2024 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 301 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,418% more call options, than puts

Call options by funds: $26.2M | Put options by funds: $580K

96% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 51

31% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 230

6% more funds holding

Funds holding: 715755 (+40)

1.1% more ownership

Funds ownership: 72.25%73.35% (+1.1%)

4% more capital invested

Capital invested by funds: $18B → $18.7B (+$648M)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
755
Holders Change
+40
Holders Change %
+5.59%
% of All Funds
10.9%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
100
Increased
301
Reduced
230
Closed
51
Calls
$26.2M
Puts
$580K
Net Calls
+$25.6M
Net Calls Change
+$8.45M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Summit Wealth Partners
Florida
$21.2M -$725K -8,350 -3%
DekaBank Deutsche Girozentrale
102
DekaBank Deutsche Girozentrale
Germany
$21M -$1.62M -18,699 -7%
PC
103
Port Capital
Illinois
$20.7M +$20.1M +231,368 New
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$20.3M -$923K -10,629 -4%
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$20M -$2.41M -27,720 -11%
1832 Asset Management
106
1832 Asset Management
Ontario, Canada
$19.4M -$2.16M -24,868 -10%
KCM
107
Kennedy Capital Management
Missouri
$19M -$743K -8,558 -4%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$17.5M +$1.34M +15,432 +9%
Renaissance Technologies
109
Renaissance Technologies
New York
$17.2M +$16.7M +192,826 New
CS
110
Candriam SCA
Luxembourg
$17.2M -$71.7K -826 -0.4%
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$17M -$3.48M -40,127 -17%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$16.8M +$108K +1,240 +0.7%
SI
113
Scout Investments
Missouri
$16.8M -$1.5M -17,281 -8%
Acadian Asset Management
114
Acadian Asset Management
Massachusetts
$16.6M +$4.28M +49,300 +36%
ZIG
115
Zurich Insurance Group
Switzerland
$16.1M +$15.7M +180,586 New
Russell Investments Group
116
Russell Investments Group
United Kingdom
$15.9M -$7.49M -86,266 -33%
WT
117
Whittier Trust
California
$15.6M +$603K +6,942 +4%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$15.5M +$417K +4,801 +3%
GAM
119
Gotham Asset Management
New York
$15.1M +$2.72M +31,314 +23%
Canada Life
120
Canada Life
Manitoba, Canada
$14.7M +$1.07M +12,322 +8%
GC
121
Gillson Capital
Illinois
$14.7M -$20.5M -236,561 -59%
BHWM
122
Bar Harbor Wealth Management
New Hampshire
$14.5M -$143K -1,643 -1%
LPL Financial
123
LPL Financial
California
$14.4M +$326K +3,757 +2%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$14.2M -$219K -2,525 -2%
Prudential Financial
125
Prudential Financial
New Jersey
$13.5M -$3.03M -34,895 -19%