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Brown & Brown

604 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 229 increasing their positions, 197 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $1.61M

98% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 40

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

20% more capital invested

Capital invested by funds: $11.6B → $13.9B (+$2.31B)

16% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 197

7% more funds holding

Funds holding: 566604 (+38)

0.33% more ownership

Funds ownership: 71.26%71.59% (+0.33%)

Holders
604
Holders Change
+38
Holders Change %
+6.71%
% of All Funds
9.48%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
79
Increased
229
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
251
V Wealth Advisors
Kansas
$2.1M -$48.1K -757 -2%
SOADOR
252
State of Alaska Department of Revenue
Alaska
$2.01M -$204K -3,214 -10%
CNB
253
Czech National Bank
Czech Republic
$1.92M +$12.3K +193 +0.7%
Public Employees Retirement Association of Colorado
254
Public Employees Retirement Association of Colorado
Colorado
$1.91M
US Bancorp
255
US Bancorp
Minnesota
$1.9M -$145K -2,275 -8%
TC
256
TownSquare Capital
Utah
$1.87M +$1.09M +17,116 +170%
PP
257
Prudential plc
United Kingdom
$1.85M -$18.7K -294 -1%
Cerity Partners
258
Cerity Partners
New York
$1.82M +$301K +4,733 +22%
SI
259
Stephens Inc
Arkansas
$1.79M +$11.6K +182 +0.7%
GC
260
Guggenheim Capital
Illinois
$1.77M +$964K +15,159 +143%
DFCM
261
Dark Forest Capital Management
Puerto Rico
$1.77M +$1.48M +23,279 +939%
NAM
262
Nissay Asset Management
Japan
$1.73M -$31.4K -493 -2%
GIBU
263
Gulf International Bank (UK)
United Kingdom
$1.69M -$464K -7,299 -23%
DADC
264
D.A. Davidson & Co
Montana
$1.66M +$1.53M +24,110 New
PAM
265
Panagora Asset Management
Massachusetts
$1.66M
HA
266
Harbor Advisors
Florida
$1.65M
NA
267
NewEdge Advisors
Louisiana
$1.63M -$82.2K -1,292 -5%
ST
268
Sabal Trust
Florida
$1.6M +$1.48M +23,227 New
HF
269
HRT Financial
New York
$1.58M +$1.46M +23,019 New
AI
270
Atria Investments
North Carolina
$1.58M +$1.46M +22,984 New
VAS
271
Vestmark Advisory Solutions
Massachusetts
$1.58M +$64.2K +1,009 +5%
VIG
272
Vienna Insurance Group
Poland
$1.56M +$627K +9,853 +77%
CGH
273
Crossmark Global Holdings
Texas
$1.54M -$59.7K -938 -4%
SC
274
Sepio Capital
Utah
$1.53M -$39.6K -622 -3%
SIC
275
Salem Investment Counselors
North Carolina
$1.51M