We are live on ! Find out more
BRO icon

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
CI
126
Cooper Investors
Australia
$13.1M
Diamond Hill Capital Management
127
Diamond Hill Capital Management
Ohio
$12.9M -$611K -7,041 -5%
WAM
128
Wilson Asset Management
Australia
$12.8M +$12.5M +143,443 New
CWM
129
Congress Wealth Management
Massachusetts
$12.7M +$450K +5,189 +4%
SA
130
Sanctuary Advisors
Indiana
$12.6M +$13.4M +154,764 New
Wellington Management Group
131
Wellington Management Group
Massachusetts
$12.5M -$1.37M -15,734 -10%
OAC
132
OMERS Administration Corp
Ontario, Canada
$12.5M +$727K +8,380 +6%
MFAM
133
Motley Fool Asset Management
Virginia
$12.4M -$501K -5,772 -4%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$12.3M +$111K +1,280 +0.9%
ROC
135
Running Oak Capital
Minnesota
$12.2M -$192K -2,215 -2%
Credit Agricole
136
Credit Agricole
France
$12.2M -$682K -7,852 -5%
YCM
137
Yousif Capital Management
Michigan
$11.8M -$329K -3,793 -3%
MCM
138
Mattern Capital Management
Colorado
$11.7M -$107K -1,238 -0.9%
Chevy Chase Trust
139
Chevy Chase Trust
Maryland
$11.6M -$134K -1,541 -1%
LAM
140
Lountzis Asset Management
Pennsylvania
$11.3M -$85.6K -986 -0.8%
Man Group
141
Man Group
United Kingdom
$11.2M -$21.3M -245,605 -66%
BA
142
BCM Advisors
Louisiana
$11M +$3.65K +42 +0%
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$10.9M +$125K +1,435 +1%
UB
144
UMB Bank
Missouri
$10.5M -$474K -5,463 -4%
Toronto Dominion Bank
145
Toronto Dominion Bank
Ontario, Canada
$10.4M -$4.48M -51,653 -31%
STCG
146
Speece Thorson Capital Group
Minnesota
$10.2M -$2M -23,077 -17%
VDI
147
Vaughan David Investments
Illinois
$10.1M
HBCM
148
Heron Bay Capital Management
Michigan
$9.89M +$31.8K +366 +0.3%
QCMNJ
149
Quantum Capital Management (New Jersey)
New Jersey
$9.84M -$249K -2,874 -3%
HFS
150
Hantz Financial Services
Michigan
$9.64M +$49.9K +575 +0.5%