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Brown & Brown

715 hedge funds and large institutions have $18B invested in Brown & Brown in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 271 increasing their positions, 232 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

69% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 58

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

18% more capital invested

Capital invested by funds: $15.3B → $18B (+$2.76B)

17% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 232

5% more funds holding

Funds holding: 682715 (+33)

3.33% less ownership

Funds ownership: 75.58%72.25% (-3.3%)

Holders
715
Holders Change
+33
Holders Change %
+4.84%
% of All Funds
10.3%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
98
Increased
271
Reduced
232
Closed
58
Calls
$18.9M
Puts
$1.76M
Net Calls
+$17.2M
Net Calls Change
+$8.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.48B +$16.3M +203,105 +0.7%
BlackRock
2
BlackRock
New York
$1.45B +$20.2M +251,305 +2%
Select Equity Group
3
Select Equity Group
New York
$1.19B -$56.6M -704,090 -5%
Principal Financial Group
4
Principal Financial Group
Iowa
$1.11B +$31.5M +392,250 +3%
State Street
5
State Street
Massachusetts
$948M +$6.9M +85,844 +0.8%
Morgan Stanley
6
Morgan Stanley
New York
$776M -$734M -9,133,852 -51%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$506M +$19.2M +238,920 +4%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$400M -$53.4M -663,851 -13%
Goldman Sachs
9
Goldman Sachs
New York
$308M -$6.31M -78,541 -2%
Wells Fargo
10
Wells Fargo
California
$293M +$4.35M +54,147 +2%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$272M -$80.3M -999,056 -24%
Norges Bank
12
Norges Bank
Norway
$267M -$798K -9,928 -0.3%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245M +$64.4M +801,295 +40%
APG Asset Management
14
APG Asset Management
Netherlands
$245M +$491K +6,106 +0.2%
Invesco
15
Invesco
Georgia
$236M +$52.6M +654,671 +32%
CCP
16
Clarkston Capital Partners
Michigan
$229M +$113K +1,400 +0.1%
FAM
17
Fenimore Asset Management
New York
$211M -$821K -10,209 -0.4%
ProShare Advisors
18
ProShare Advisors
Maryland
$197M -$5.73M -71,324 -3%
SAM
19
Storebrand Asset Management
Norway
$194M -$602K -7,488 -0.3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$194M +$20.2M +251,594 +13%
Northern Trust
21
Northern Trust
Illinois
$188M -$5.67M -70,546 -3%
Bank of America
22
Bank of America
North Carolina
$175M +$23.9M +297,219 +17%
MAM
23
Madison Asset Management
Wisconsin
$134M +$13.9M +173,299 +13%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$134M -$3.9M -48,567 -3%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$126M -$4.81M -59,876 -4%