Brown & Brown
875 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, 273 reducing their positions, and 61 closing their positions.
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
53% more capital inflows, than outflows
Capital inflows: $1.93B | Capital outflows: $1.26B
24% more repeat investments, than reductions
Existing positions increased: 339 | Existing positions reduced: 273
7% more funds holding
Funds holding: 820 → 875 (+55)
6% more funds holding in top 10
Funds holding in top 10: 18 → 19 (+1)
1.62% more ownership
Funds ownership: 73.39% → 75.01% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$216M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$143M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$81.6M |
| 4 |
BlackRock
New York
|
+$79.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$72.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$200M |
| 2 |
Select Equity Group
New York
|
-$170M |
| 3 |
First Eagle Investment Management
New York
|
-$127M |
| 4 |
LIP
Liontrust Investment Partners
London,
United Kingdom
|
-$103M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$54.7M |
BRO Hedge Fund Activity: Q4 2024 in Review
875 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q4 2024, worth a combined $21.9B — up 0.98% from $21.7B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new BRO positions and 61 closed out — a net gain of 65 holders — while 339 added to existing stakes and 273 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $216M. The largest seller was Goldman Sachs, cutting an estimated $200M.
- 875 institutional investors held Brown & Brown (BRO) as of Q4 2024, up from 820 in Q3 2024.
- Funds reported $21.9B of Brown & Brown stock for Q4 2024, up 0.98% quarter-over-quarter.
- 126 funds opened new Brown & Brown positions in Q4 2024 and 61 closed out, a net change of +65 holders.
- The largest Brown & Brown buyer in Q4 2024 was First Trust Advisors, an estimated $216M added.
- The largest Brown & Brown seller in Q4 2024 was Goldman Sachs, an estimated $200M sold.
Based on aggregated 13F filings for Q4 2024.