13F

Stock

Brown & Brown, Inc.

BRO · held by 11 managers

Reported value

$258.7M

Holders

11

+2 new · −0 exited

Holders’ est. mark

−$3.98M

Price effect on 6 books still in the name

Largest holder

$230.3M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC2.26M$230.3M−$3.57MCut−$25.3M
DANSKE BANK A/S210.3K$21.5M−$332.3KCut−$4.21M
Henshaw Capital LLC36.5K$3.72M−$57.7KCut−$57.7K
Swiss Life Asset Management Ltd10.7K$1.09M−$8.56KAdded$560.5K
ELEVATION POINT WEALTH PARTNERS, LLC8.4K$856.9K−$13.3KCut−$14.9K
BRIGHTON SECURITIES CORP.5.64K$575.9KHeld
Marex Group plc3.72K$379.7KNew
Evelyn Partners Investment Management Services Ltd2.72K$277.5KHeld
Leonteq Securities AG139$14.2KNew
Prestige Wealth Management Group LLC46$4.69K−$73Cut−$73
Clark Wealth Partners13$1.33KHeld

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.