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Brown & Brown

757 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, 231 reducing their positions, and 50 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

100% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 50

30% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 231

6% more funds holding

Funds holding: 716757 (+41)

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
757
Holders Change
+41
Holders Change %
+5.73%
% of All Funds
10.92%
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
231
Closed
50
Calls
$26.2M
Puts
$580K
Net Calls
+$25.6M
Net Calls Change
+$8.45M

BRO Hedge Fund Activity: Q2 2024 in Review

757 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q2 2024, worth a combined $18.7B — up 3.6% from $18B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new BRO positions and 50 closed out — a net gain of 50 holders — while 301 added to existing stakes and 231 trimmed.

The largest buyer was Barclays, adding an estimated $108M. The largest seller was Clarkston Capital Partners, cutting an estimated $89.3M.

  • 757 institutional investors held Brown & Brown (BRO) as of Q2 2024, up from 716 in Q1 2024.
  • Funds reported $18.7B of Brown & Brown stock for Q2 2024, up 3.6% quarter-over-quarter.
  • 100 funds opened new Brown & Brown positions in Q2 2024 and 50 closed out, a net change of +50 holders.
  • The largest Brown & Brown buyer in Q2 2024 was Barclays, an estimated $108M added.
  • The largest Brown & Brown seller in Q2 2024 was Clarkston Capital Partners, an estimated $89.3M sold.

Based on aggregated 13F filings for Q2 2024.