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Brown & Brown
BRO

Overview Fund Activity

748 hedge funds and large institutions have $18.5B invested in Brown & Brown in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 298 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+40
Holders Change %
+5.65%
% of All Funds
10.88%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
99
Increased
298
Reduced
230
Closed
49
Calls
$26.2M
Puts
$580K
Net Calls
+$25.6M
Net Calls Change
+$8.45M

Top Buyers

1
Barclays
Barclays
United Kingdom
$187M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$185M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312M
4
CIC
Chilton Investment Company
Connecticut
$65.2M
5
Goldman Sachs
Goldman Sachs
New York
$359M

Top Sellers

1
CCP
Clarkston Capital Partners
Michigan
$142M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$348M
3
Allianz Asset Management
Allianz Asset Management
Germany
$48M
4
Select Equity Group
Select Equity Group
New York
$1.17B
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$6.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
126
Wilson Asset Management
Australia
$12.8M +$12.8M +143,443 New
CWM
127
Congress Wealth Management
Massachusetts
$12.7M +$464K +5,189 +4%
SA
128
Sanctuary Advisors
Indiana
$12.6M +$12.6M +154,764 New
Wellington Management Group
129
Wellington Management Group
Massachusetts
$12.5M -$1.41M -15,734 -10%
OAC
130
OMERS Administration Corp
Ontario, Canada
$12.5M +$749K +8,380 +6%
MFAM
131
Motley Fool Asset Management
Virginia
$12.4M -$514K -5,772 -4%
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$12.3M +$114K +1,280 +0.9%
ROC
133
Running Oak Capital
Minnesota
$12.2M -$198K -2,215 -2%
Credit Agricole
134
Credit Agricole
France
$12.2M -$702K -7,852 -5%
YCM
135
Yousif Capital Management
Michigan
$11.8M -$339K -3,793 -3%
MCM
136
Mattern Capital Management
Colorado
$11.7M -$111K -1,238 -0.9%
Chevy Chase Trust
137
Chevy Chase Trust
Maryland
$11.6M -$138K -1,541 -1%
LAM
138
Lountzis Asset Management
Pennsylvania
$11.3M -$88.2K -986 -0.8%
Man Group
139
Man Group
United Kingdom
$11.2M -$22M -245,605 -66%
BA
140
BCM Advisors
Louisiana
$11M +$4.23K +42 +0%
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
$10.9M +$128K +1,435 +1%
UB
142
UMB Bank
Missouri
$10.5M -$488K -5,463 -4%
Toronto Dominion Bank
143
Toronto Dominion Bank
Ontario, Canada
$10.4M -$4.62M -51,653 -31%
STCG
144
Speece Thorson Capital Group
Minnesota
$10.2M -$2.06M -23,077 -17%
VDI
145
Vaughan David Investments
Illinois
$10.1M – – –
HBCM
146
Heron Bay Capital Management
Michigan
$9.89M +$32.7K +366 +0.3%
QCMNJ
147
Quantum Capital Management (New Jersey)
New Jersey
$9.84M -$257K -2,874 -3%
HFS
148
Hantz Financial Services
Michigan
$9.64M +$51.4K +575 +0.5%
IMPI
149
Ilmarinen Mutual Pension Insurance
Finland
$9.39M +$3.58M +40,000 +62%
Millennium Management
150
Millennium Management
New York
$9.38M -$25.4M -284,219 -73%
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