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Brown & Brown

872 hedge funds and large institutions have $21.9B invested in Brown & Brown in 2024 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 339 increasing their positions, 270 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,203% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $1.65M

107% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 61

26% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 270

7% more funds holding

Funds holding: 817872 (+55)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

1.58% more ownership

Funds ownership: 73.42%75.01% (+1.6%)

1% more capital invested

Capital invested by funds: $21.7B → $21.9B (+$213M)

Holders
872
Holders Change
+55
Holders Change %
+6.73%
% of All Funds
11.49%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.25%
New
126
Increased
339
Reduced
270
Closed
61
Calls
$21.5M
Puts
$1.65M
Net Calls
+$19.9M
Net Calls Change
-$7.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.05B +$143M +1,335,964 +5%
BlackRock
2
BlackRock
New York
$1.9B +$79.4M +743,539 +4%
Principal Financial Group
3
Principal Financial Group
Iowa
$1.32B +$10.1M +94,121 +0.7%
State Street
4
State Street
Massachusetts
$1.14B +$30.2M +282,699 +3%
Morgan Stanley
5
Morgan Stanley
New York
$875M +$12.6M +118,388 +1%
Select Equity Group
6
Select Equity Group
New York
$814M -$170M -1,594,373 -17%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$621M +$12.7M +118,569 +2%
Capital World Investors
8
Capital World Investors
California
$428M +$60.5M +566,116 +16%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$394M +$734K +6,876 +0.2%
Invesco
10
Invesco
Georgia
$388M +$41.5M +388,411 +11%
Wells Fargo
11
Wells Fargo
California
$330M -$4.3M -40,224 -1%
Norges Bank
12
Norges Bank
Norway
$313M -$34.3M -321,070 -9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$294M +$5.98M +56,033 +2%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$246M -$4.41M -41,263 -2%
First Trust Advisors
15
First Trust Advisors
Illinois
$240M +$216M +2,026,589 +627%
Northern Trust
16
Northern Trust
Illinois
$237M +$31.3M +293,403 +14%
FAM
17
Fenimore Asset Management
New York
$234M -$2.82M -26,368 -1%
Goldman Sachs
18
Goldman Sachs
New York
$232M -$200M -1,873,317 -45%
Barclays
19
Barclays
United Kingdom
$230M -$22.4M -209,375 -8%
Bank of America
20
Bank of America
North Carolina
$204M -$11.4M -106,676 -5%
MAM
21
Madison Asset Management
Wisconsin
$198M +$22M +206,352 +12%
MIA
22
Madison Investment Advisors
Wisconsin
$198M +$207M +1,941,098 New
First Eagle Investment Management
23
First Eagle Investment Management
New York
$195M -$127M -1,190,563 -38%
ProShare Advisors
24
ProShare Advisors
Maryland
$188M -$2.77M -25,937 -1%
Royal London Asset Management
25
Royal London Asset Management
United Kingdom
$180M +$5.43M +50,885 +3%