BRO icon

Brown & Brown
BRO

Overview Fund Activity

808 hedge funds and large institutions have $21.1B invested in Brown & Brown in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 307 increasing their positions, 259 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
+60
Holders Change %
+8.02%
% of All Funds
11.69%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
117
Increased
307
Reduced
259
Closed
52
Calls
$28.5M
Puts
$1.15M
Net Calls
+$27.4M
Net Calls Change
+$1.75M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$376M
2
BlackRock
BlackRock
New York
$1.86B
3
GC
Gobi Capital
California
$102M
4
Invesco
Invesco
Georgia
$354M
5
Millennium Management
Millennium Management
New York
$59.5M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$992M
2
APG Asset Management
APG Asset Management
Netherlands
$61.9M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254M
4
CCP
Clarkston Capital Partners
Michigan
$101M
5
Morgan Stanley
Morgan Stanley
New York
$876M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
126
LPL Financial
California
$17.3M +$608K +5,865 +4%
BHWM
127
Bar Harbor Wealth Management
New Hampshire
$16.6M -$155K -1,498 -0.9%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$16.6M -$1.39M -13,403 -8%
Man Group
129
Man Group
United Kingdom
$16.3M +$3.39M +32,713 +26%
KCM
130
Kennedy Capital Management
Missouri
$15.8M -$6.23M -60,159 -28%
LIP
131
Lighthouse Investment Partners
Florida
$15.8M +$15.8M +152,588 New
Prudential Financial
132
Prudential Financial
New Jersey
$15.5M -$127K -1,226 -0.8%
Wellington Management Group
133
Wellington Management Group
Massachusetts
$15.2M +$743K +7,172 +5%
CI
134
Cooper Investors
Australia
$15.2M – – –
OAC
135
OMERS Administration Corp
Ontario, Canada
$15M +$539K +5,200 +4%
CWM
136
Congress Wealth Management
Massachusetts
$14.9M +$184K +1,780 +1%
WAM
137
Wilson Asset Management
Australia
$14.9M – – –
Ensign Peak Advisors
138
Ensign Peak Advisors
Utah
$14.7M +$519K +5,005 +4%
Diamond Hill Capital Management
139
Diamond Hill Capital Management
Ohio
$14.5M -$427K -4,120 -3%
ROC
140
Running Oak Capital
Minnesota
$13.6M -$587K -5,668 -4%
MCM
141
Mattern Capital Management
Colorado
$13.4M -$114K -1,103 -0.8%
WorldQuant Millennium Advisors
142
WorldQuant Millennium Advisors
New York
$13.3M +$9.3M +89,797 +232%
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$13.2M -$238K -2,301 -2%
SBH
144
Segall Bryant & Hamill
Illinois
$13.1M +$13.1M +126,094 New
YCM
145
Yousif Capital Management
Michigan
$12.9M -$732K -7,066 -5%
Korea Investment Corp
146
Korea Investment Corp
South Korea
$12.9M +$5.96M +57,565 +86%
LAM
147
Lountzis Asset Management
Pennsylvania
$12.8M -$216K -2,081 -2%
Jane Street
148
Jane Street
New York
$12.8M +$3.58M +34,515 +39%
MFAM
149
Motley Fool Asset Management
Virginia
$12.7M -$1.9M -18,083 -13%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$12.5M +$5.8M +55,948 +86%
4 5
6
7 8