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Brown & Brown

716 hedge funds and large institutions have $18B invested in Brown & Brown in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 271 increasing their positions, 234 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

976% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $1.76M

67% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 58

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

23% more capital invested

Capital invested by funds: $14.6B → $18B (+$3.39B)

16% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 234

5% more funds holding

Funds holding: 684716 (+32)

0.22% less ownership

Funds ownership: 72.47%72.25% (-0.22%)

Holders
716
Holders Change
+32
Holders Change %
+4.68%
% of All Funds
10.29%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
97
Increased
271
Reduced
234
Closed
58
Calls
$18.9M
Puts
$1.76M
Net Calls
+$17.2M
Net Calls Change
+$8.51M

BRO Hedge Fund Activity: Q1 2024 in Review

716 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q1 2024, worth a combined $18B — up 23% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new BRO positions and 58 closed out — a net gain of 39 holders — while 271 added to existing stakes and 234 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $64.4M. The largest seller was First Eagle Investment Management, cutting an estimated $80.3M.

  • 716 institutional investors held Brown & Brown (BRO) as of Q1 2024, up from 684 in Q4 2023.
  • Funds reported $18B of Brown & Brown stock for Q1 2024, up 23% quarter-over-quarter.
  • 97 funds opened new Brown & Brown positions in Q1 2024 and 58 closed out, a net change of +39 holders.
  • The largest Brown & Brown buyer in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $64.4M added.
  • The largest Brown & Brown seller in Q1 2024 was First Eagle Investment Management, an estimated $80.3M sold.

Based on aggregated 13F filings for Q1 2024.