BRO icon

Brown & Brown

567 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 226 increasing their positions, 193 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
9.15%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
226
Reduced
193
Closed
61
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
301
Creative Planning
Kansas
$867K +$84.5K +1,483 +11%
LSERS
302
Louisiana State Employees Retirement System
Louisiana
$866K +$11.4K +200 +1%
SWP
303
Strategic Wealth Partners
Ohio
$864K +$417K +7,318 +93%
HAIM
304
Hunter Associates Investment Management
Pennsylvania
$852K +$7.12K +125 +0.8%
CBNLCF
305
Cognios Beta Neutral Large Cap Fund
Kansas
$841K +$841K +14,760 New
GT
306
Glenmede Trust
Pennsylvania
$836K +$102K +1,799 +14%
HF
307
HRT Financial
New York
$828K -$3.5M -61,527 -81%
BWA
308
BDO Wealth Advisors
Florida
$783K +$1.54K +27 +0.2%
V
309
Veritable
Delaware
$772K -$139K -2,439 -15%
MLICM
310
Metropolitan Life Insurance Company (MetLife)
New York
$756K -$19.7K -345 -3%
FNA
311
First National Advisers
Nebraska
$754K +$225K +3,941 +42%
KI
312
Kula Investments
Illinois
$744K +$744K +13,058 New
OAM
313
Oppenheimer Asset Management
New York
$735K -$26.4K -463 -3%
CC
314
Centiva Capital
New York
$729K +$729K +12,795 New
RW
315
Reframe Wealth
Virginia
$726K +$726K +12,750 New
CDIA
316
Capital Directions Investment Advisors
Georgia
$726K +$726K +12,750 New
HBCM
317
Heron Bay Capital Management
Michigan
$723K +$723K +12,689 New
VEA
318
Virtus ETF Advisers
New York
$715K +$94.5K +1,658 +15%
FHB
319
First Hawaiian Bank
Hawaii
$711K -$613K -10,769 -46%
QCM
320
Qsemble Capital Management
New York
$695K +$695K +12,200 New
CSI
321
Cross Staff Investments
New York
$684K
RCA
322
Resonant Capital Advisors
Wisconsin
$682K +$17.5K +308 +3%
PG
323
Pendal Group
Australia
$674K +$674K +11,831 New
API
324
Advisor Partners II
California
$666K +$189K +3,318 +40%
S
325
Seeyond
France
$645K +$417K +7,325 +183%