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Brown & Brown

817 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 309 increasing their positions, 265 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,381% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $1.15M

134% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 50

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

17% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 265

16% more capital invested

Capital invested by funds: $18.7B → $21.7B (+$2.97B)

8% more funds holding

Funds holding: 755817 (+62)

0.07% more ownership

Funds ownership: 73.35%73.42% (+0.07%)

Holders
817
Holders Change
+62
Holders Change %
+8.21%
% of All Funds
11.73%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
117
Increased
309
Reduced
265
Closed
50
Calls
$28.5M
Puts
$1.15M
Net Calls
+$27.4M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.96B -$9.09M -91,378 -0.3%
BlackRock
2
BlackRock
New York
$1.86B +$124M +1,251,111 +8%
Principal Financial Group
3
Principal Financial Group
Iowa
$1.33B +$285K +2,868 +0%
State Street
4
State Street
Massachusetts
$1.13B +$382K +3,842 +0%
Select Equity Group
5
Select Equity Group
New York
$992M -$354M -3,560,516 -27%
Morgan Stanley
6
Morgan Stanley
New York
$876M -$42.2M -424,624 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$618M -$751K -7,553 -0.1%
Goldman Sachs
8
Goldman Sachs
New York
$429M +$12.6M +127,046 +3%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$406M +$2.8M +28,180 +0.7%
Capital World Investors
10
Capital World Investors
California
$376M +$219M +2,203,685 +155%
Invesco
11
Invesco
Georgia
$354M +$82.9M +833,339 +32%
Norges Bank
12
Norges Bank
Norway
$352M +$4.74M +47,709 +1%
Wells Fargo
13
Wells Fargo
California
$339M -$4.19M -42,088 -1%
First Eagle Investment Management
14
First Eagle Investment Management
New York
$322M +$238K +2,398 +0.1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$293M +$36.6M +368,220 +15%
Barclays
16
Barclays
United Kingdom
$256M +$37M +371,980 +18%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254M -$103M -1,037,927 -30%
FAM
18
Fenimore Asset Management
New York
$241M -$8.77M -88,159 -4%
Bank of America
19
Bank of America
North Carolina
$219M +$3.99M +40,128 +2%
Northern Trust
20
Northern Trust
Illinois
$210M -$14.6M -146,913 -7%
ProShare Advisors
21
ProShare Advisors
Maryland
$194M -$32.1M -322,553 -15%
MAM
22
Madison Asset Management
Wisconsin
$180M +$6.69M +67,240 +4%
Royal London Asset Management
23
Royal London Asset Management
United Kingdom
$178M -$34.9M -351,148 -17%
Kayne Anderson Rudnick Investment Management
24
Kayne Anderson Rudnick Investment Management
California
$162M +$5.59M +56,251 +4%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$159M -$1.59M -15,981 -1%