We are live on ! Find out more
BRO icon

Brown & Brown

872 hedge funds and large institutions have $21.9B invested in Brown & Brown in 2024 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 339 increasing their positions, 270 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,203% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $1.65M

107% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 61

26% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 270

7% more funds holding

Funds holding: 817872 (+55)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

1.58% more ownership

Funds ownership: 73.42%75.01% (+1.6%)

1% more capital invested

Capital invested by funds: $21.7B → $21.9B (+$213M)

Holders
872
Holders Change
+55
Holders Change %
+6.73%
% of All Funds
11.49%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.25%
New
126
Increased
339
Reduced
270
Closed
61
Calls
$21.5M
Puts
$1.65M
Net Calls
+$19.9M
Net Calls Change
-$7.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
126
Sterling Capital Management
North Carolina
$18.3M -$1.88M -17,612 -9%
1832 Asset Management
127
1832 Asset Management
Ontario, Canada
$18.3M -$1.72M -16,067 -8%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$18.2M -$871K -8,160 -4%
Russell Investments Group
129
Russell Investments Group
United Kingdom
$18M -$3.35M -31,339 -15%
FGP
130
Freestone Grove Partners
California
$17.5M +$18.4M +171,895 New
Universal-Beteiligungs- und Servicegesellschaft
131
Universal-Beteiligungs- und Servicegesellschaft
Germany
$17.3M +$18.1M +169,825 New
SA
132
Sanctuary Advisors
Indiana
$17.2M +$212K +1,990 +1%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$17.2M +$5.79M +54,246 +47%
VG
134
Visualize Group
New York
$17.1M +$17.9M +167,200 New
VOYA Investment Management
135
VOYA Investment Management
Georgia
$17.1M +$758K +7,094 +4%
BHWM
136
Bar Harbor Wealth Management
New Hampshire
$16.5M +$116K +1,084 +0.7%
Voloridge Investment Management
137
Voloridge Investment Management
Florida
$15.4M -$11.2M -104,431 -41%
OAC
138
OMERS Administration Corp
Ontario, Canada
$14.9M +$185K +1,731 +1%
WAM
139
Wilson Asset Management
Australia
$14.6M
CWM
140
Congress Wealth Management
Massachusetts
$14.5M -$238K -2,225 -2%
Wellington Management Group
141
Wellington Management Group
Massachusetts
$14.3M -$726K -6,801 -5%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$14.3M -$10.3M -96,108 -41%
ROC
143
Running Oak Capital
Minnesota
$14.3M +$928K +8,688 +7%
KCM
144
Kennedy Capital Management
Missouri
$14.1M -$1.55M -14,530 -10%
Two Sigma Investments
145
Two Sigma Investments
New York
$14M +$12.5M +116,959 +565%
Renaissance Technologies
146
Renaissance Technologies
New York
$14M -$17.8M -166,400 -55%
NAAA
147
New Age Alpha Advisors
New York
$13.2M +$13.8M +129,139 +81,734%
Diamond Hill Capital Management
148
Diamond Hill Capital Management
Ohio
$13M -$1.26M -11,755 -8%
MCM
149
Mattern Capital Management
Colorado
$12.9M -$285K -2,668 -2%
SBH
150
Segall Bryant & Hamill
Illinois
$12.8M -$79.4K -744 -0.6%