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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
Canada Pension Plan Investment Board
201
Canada Pension Plan Investment Board
Ontario, Canada
$5.25M -$514K -5,924 -9%
WP
202
WealthPLAN Partners
Nebraska
$5.23M -$146K -1,687 -3%
FNBOO
203
First National Bank of Omaha
Nebraska
$5.2M +$1.11M +12,791 +28%
Mariner
204
Mariner
Kansas
$5.09M +$142K +1,635 +3%
IWA
205
IBEX Wealth Advisors
New Jersey
$5.01M +$4.87M +56,065 New
II
206
IFM Investors
Australia
$4.85M
Aviva
207
Aviva
United Kingdom
$4.76M -$1.54M -17,758 -25%
Retirement Systems of Alabama
208
Retirement Systems of Alabama
Alabama
$4.67M +$7.9K +91 +0.2%
COPPSERS
209
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.65M +$12.8K +147 +0.3%
PNC
210
Park National Corp
Ohio
$4.65M -$590K -6,800 -12%
QCM
211
Quantinno Capital Management
New York
$4.59M +$601K +6,920 +16%
Skandinaviska Enskilda Banken (SEB)
212
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.51M +$521 +6 +0%
AB
213
Amalgamated Bank
New York
$4.43M -$25.8K -297 -0.6%
GLA
214
Great Lakes Advisors
Illinois
$4.41M -$68.5K -789 -2%
PFM
215
Patton Fund Management
Texas
$4.38M -$844K -9,724 -17%
Handelsbanken Fonder
216
Handelsbanken Fonder
Sweden
$4.26M
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$4.26M +$257K +2,966 +7%
BCIM
218
British Columbia Investment Management
British Columbia, Canada
$4.16M +$1.53M +17,642 +61%
IAA
219
Independent Advisor Alliance
North Carolina
$4.11M -$30.8K -355 -0.8%
CWM
220
CIBC World Markets
New York
$4.08M -$1.26M -14,510 -24%
HWM
221
Heirloom Wealth Management
Colorado
$4.07M +$3.96M +45,572 New
CNB
222
Czech National Bank
Czech Republic
$4.03M +$309K +3,554 +9%
JF
223
Jump Financial
Illinois
$4.03M +$2.66M +30,664 +213%
Pacer Advisors
224
Pacer Advisors
Pennsylvania
$3.99M -$335K -3,857 -8%
TBA
225
Tower Bridge Advisors
Pennsylvania
$3.98M -$1.17M -13,517 -23%