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Brown & Brown

858 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2024 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 337 increasing their positions, 266 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+50
Holders Change %
+6.19%
% of All Funds
11.42%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.25%
New
121
Increased
337
Reduced
266
Closed
61
Calls
$21.5M
Puts
$1.65M
Net Calls
+$19.9M
Net Calls Change
-$7.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Russell Investments Group
126
Russell Investments Group
United Kingdom
$18M -$3.2M -31,339 -15%
FGP
127
Freestone Grove Partners
California
$17.5M +$17.5M +171,895 New
Universal-Beteiligungs- und Servicegesellschaft
128
Universal-Beteiligungs- und Servicegesellschaft
Germany
$17.3M +$17.3M +169,825 New
SA
129
Sanctuary Advisors
Indiana
$17.2M +$210K +1,990 +1%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$17.2M +$5.53M +54,246 +47%
VG
131
Visualize Group
New York
$17.1M +$17.1M +167,200 New
VOYA Investment Management
132
VOYA Investment Management
Georgia
$17.1M +$724K +7,094 +4%
BHWM
133
Bar Harbor Wealth Management
New Hampshire
$16.5M +$111K +1,084 +0.7%
Voloridge Investment Management
134
Voloridge Investment Management
Florida
$15.4M -$10.7M -104,431 -41%
OAC
135
OMERS Administration Corp
Ontario, Canada
$14.9M +$177K +1,731 +1%
WAM
136
Wilson Asset Management
Australia
$14.6M
CWM
137
Congress Wealth Management
Massachusetts
$14.5M -$227K -2,225 -2%
Wellington Management Group
138
Wellington Management Group
Massachusetts
$14.3M -$694K -6,801 -5%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$14.3M -$9.83M -96,108 -41%
ROC
140
Running Oak Capital
Minnesota
$14.3M +$886K +8,688 +7%
KCM
141
Kennedy Capital Management
Missouri
$14.1M -$1.48M -14,530 -10%
Two Sigma Investments
142
Two Sigma Investments
New York
$14M +$11.9M +116,959 +565%
Renaissance Technologies
143
Renaissance Technologies
New York
$14M -$17M -166,400 -55%
NAAA
144
New Age Alpha Advisors
New York
$13.2M +$13.2M +129,139 +81,734%
Diamond Hill Capital Management
145
Diamond Hill Capital Management
Ohio
$13M -$1.2M -11,755 -8%
MCM
146
Mattern Capital Management
Colorado
$12.9M -$272K -2,668 -2%
SBH
147
Segall Bryant & Hamill
Illinois
$12.8M -$75.9K -744 -0.6%
Prudential Financial
148
Prudential Financial
New Jersey
$12.7M -$2.5M -24,487 -16%
Chevy Chase Trust
149
Chevy Chase Trust
Maryland
$12.7M -$244K -2,395 -2%
YCM
150
Yousif Capital Management
Michigan
$12.7M -$43.5K -426 -0.3%