BRO icon

Brown & Brown

306 hedge funds and large institutions have $5.53B invested in Brown & Brown in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 122 increasing their positions, 100 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-13
Holders Change %
-4.08%
% of All Funds
7.02%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
32
Increased
122
Reduced
100
Closed
44
Calls
$2.29M
Puts
Net Calls
+$2.29M
Net Calls Change
-$2.03M
Name Holding Trade Value Shares
Change
Shares
Change %
TL
276
TrueWealth LLC
Georgia
$11K
FPFS
277
First Personal Financial Services
North Carolina
$11K +$1.77K +65 +19%
PA
278
Parallel Advisors
California
$9K +$9K +357 New
PCP
279
Proficio Capital Partners
Massachusetts
$8K +$641 +23 +9%
S
280
SignatureFD
Georgia
$8K +$2.13K +76 +36%
RWA
281
River Wealth Advisors
Pennsylvania
$7K +$7K +250 New
JA
282
JOYN Advisors
Georgia
$7K +$7K +266 New
VCM
283
Versant Capital Management
Arizona
$6K -$82 -3 -1%
LFA
284
Legacy Financial Advisors
Kentucky
$6K
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$6K +$3K +115 +100%
VFA
286
Valeo Financial Advisors
Indiana
$5K +$854 +28 +21%
CFA
287
Carroll Financial Associates
North Carolina
$5K +$808 +32 +19%
AS
288
Altshuler Shaham
Israel
$4K -$16K -520 -80%
GFP
289
Gryphon Financial Partners
Ohio
$4K -$1.95K -74 -33%
SA
290
SRH Advisors
Kansas
$4K
WAP
291
Wealthcare Advisory Partners
Pennsylvania
$3K +$3K +96 New
TSW
292
Thompson Siegel & Walmsley
Virginia
$2K
CAW
293
Cornerstone Advisors (Washington)
Washington
$2K
GWS
294
Glassman Wealth Services
Virginia
$2K
QCG
295
Quadrant Capital Group
Ohio
$2K
SWM
296
SeaCrest Wealth Management
New York
$2K
CCM
297
Cribstone Capital Management
Maine
$2K
ML
298
McAdam LLC
Pennsylvania
$2K +$327 +9 +20%
PIA
299
Piedmont Investment Advisors
North Carolina
$2K +$2K +84 New
MPWT
300
MassMutual Private Wealth & Trust
Connecticut
$1.47K +$1.47K +53 New