BRO icon

Brown & Brown

675 hedge funds and large institutions have $15.1B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 240 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+54
Holders Change %
+8.7%
% of All Funds
9.9%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
106
Increased
240
Reduced
225
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
IWS
276
Insight Wealth Strategies
California
$1.95M +$1.95M +27,474 New
SO
277
STRS Ohio
Ohio
$1.94M +$1.94M +27,222 New
NAM
278
Nissay Asset Management
Japan
$1.93M +$85.1K +1,197 +5%
Public Employees Retirement Association of Colorado
279
Public Employees Retirement Association of Colorado
Colorado
$1.91M -$32.7K -460 -2%
OAM
280
Oppenheimer Asset Management
New York
$1.88M +$1.02M +14,363 +119%
SI
281
Stephens Inc
Arkansas
$1.87M +$62.7K +882 +3%
BFPW
282
BOK Financial Private Wealth
Colorado
$1.86M -$167K -2,348 -8%
CL
283
Choreo LLC
Illinois
$1.84M +$1.84M +25,877 New
SOADOR
284
State of Alaska Department of Revenue
Alaska
$1.81M -$176K -2,470 -9%
Mackenzie Financial
285
Mackenzie Financial
Ontario, Canada
$1.81M +$417K +5,866 +30%
SG Americas Securities
286
SG Americas Securities
New York
$1.77M +$822K +11,559 +87%
PP
287
Prudential plc
United Kingdom
$1.76M -$1.07K -15 -0.1%
Lazard Asset Management
288
Lazard Asset Management
New York
$1.74M -$4.21M -59,221 -71%
DADC
289
D.A. Davidson & Co
Montana
$1.72M +$26.2K +368 +2%
HA
290
Harbor Advisors
Florida
$1.71M
Franklin Resources
291
Franklin Resources
California
$1.68M -$1.12M -15,712 -40%
Cerity Partners
292
Cerity Partners
New York
$1.66M +$1.01M +14,210 +156%
AIM
293
Achmea Investment Management
Netherlands
$1.66M +$1.66M +23,270 New
Grantham, Mayo, Van Otterloo & Co (GMO)
294
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.65M +$1.65M +23,219 New
ACM
295
Aquatic Capital Management
Illinois
$1.65M -$1.75M -24,600 -51%
Pathstone Holdings
296
Pathstone Holdings
New Jersey
$1.65M +$1.65M +23,201 New
Daiwa Securities Group
297
Daiwa Securities Group
Japan
$1.6M +$183K +2,577 +13%
SC
298
Sepio Capital
Utah
$1.59M +$7.25K +102 +0.5%
PA
299
Procyon Advisors
Connecticut
$1.56M +$44.8K +630 +3%
SIC
300
Salem Investment Counselors
North Carolina
$1.56M