BRO icon

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 %
FNBOO
201
First National Bank of Omaha
Nebraska
$5.2M +$1.14M +12,791 +28%
Mariner
202
Mariner
Kansas
$5.09M +$146K +1,635 +3%
IWA
203
IBEX Wealth Advisors
New Jersey
$5.01M +$5.01M +56,065 New
II
204
IFM Investors
Australia
$4.85M – – –
Aviva
205
Aviva
United Kingdom
$4.76M -$1.59M -17,758 -25%
Retirement Systems of Alabama
206
Retirement Systems of Alabama
Alabama
$4.67M +$8.14K +91 +0.2%
COPPSERS
207
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.65M +$13.1K +147 +0.3%
PNC
208
Park National Corp
Ohio
$4.65M -$608K -6,800 -12%
QCM
209
Quantinno Capital Management
New York
$4.59M +$619K +6,920 +16%
Skandinaviska Enskilda Banken (SEB)
210
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.51M +$536 +6 +0%
AB
211
Amalgamated Bank
New York
$4.43M -$26.6K -297 -0.6%
GLA
212
Great Lakes Advisors
Illinois
$4.41M -$70.5K -789 -2%
PFM
213
Patton Fund Management
Texas
$4.38M -$869K -9,724 -17%
Handelsbanken Fonder
214
Handelsbanken Fonder
Sweden
$4.26M – – –
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$4.26M +$265K +2,966 +7%
BCIM
216
British Columbia Investment Management
British Columbia, Canada
$4.16M +$1.58M +17,642 +61%
IAA
217
Independent Advisor Alliance
North Carolina
$4.11M -$31.7K -355 -0.8%
CWM
218
CIBC World Markets
New York
$4.08M -$1.3M -14,510 -24%
HWM
219
Heirloom Wealth Management
Colorado
$4.07M +$4.07M +45,572 New
CNB
220
Czech National Bank
Czech Republic
$4.03M +$318K +3,554 +9%
JF
221
Jump Financial
Illinois
$4.03M +$2.74M +30,664 +213%
Pacer Advisors
222
Pacer Advisors
Pennsylvania
$3.99M -$345K -3,857 -8%
TBA
223
Tower Bridge Advisors
Pennsylvania
$3.98M -$1.21M -13,517 -23%
LFS
224
Legacy Financial Strategies
Kansas
$3.95M +$289K +3,215 +8%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$3.8M -$3.02M -33,761 -44%
7 8
9
10 11