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Brown & Brown

599 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 227 increasing their positions, 197 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+37
Holders Change %
+6.58%
% of All Funds
9.45%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
78
Increased
227
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
Shares
Change %
AIP
301
Ameritas Investment Partners
Nebraska
$1.17M -$434K -6,300 -27%
EWM
302
Evermay Wealth Management
Virginia
$1.17M
TCM
303
Tributary Capital Management
Nebraska
$1.16M -$36.6K -532 -3%
HIMCH
304
Hartford Investment Management Co (HIMCO)
Connecticut
$1.16M -$229K -3,326 -17%
LA
305
LBP AM
France
$1.15M +$1.15M +16,712 New
BTWM
306
Baker Tilly Wealth Management
Wisconsin
$1.15M +$126K +1,831 +12%
VI
307
Versor Investments
New York
$1.12M -$459K -6,663 -29%
SRAM
308
Spouting Rock Asset Management
Pennsylvania
$1.1M -$38.7K -562 -3%
SWP
309
Strategic Wealth Partners
Ohio
$1.09M -$9.98K -145 -0.9%
CIC
310
Chilton Investment Company
Connecticut
$1.09M -$9.46M -137,395 -90%
FNA
311
First National Advisers
Nebraska
$1.08M +$4.34K +63 +0.4%
Cambridge Investment Research Advisors
312
Cambridge Investment Research Advisors
Iowa
$1.06M -$754K -10,956 -42%
KeyBank National Association
313
KeyBank National Association
Ohio
$1.05M -$65.5K -951 -6%
CL
314
CIM LLC
New York
$1.03M -$95.5K -1,387 -8%
CFM
315
Coronation Fund Managers
South Africa
$1.02M -$66.2K -961 -6%
LSERS
316
Louisiana State Employees Retirement System
Louisiana
$1.01M -$48.2K -700 -5%
Pacer Advisors
317
Pacer Advisors
Pennsylvania
$993K -$9.57K -139 -1%
RC
318
Roundview Capital
New Jersey
$961K +$315K +4,581 +49%
VPIM
319
Vanguard Personalized Indexing Management
California
$951K +$5.78K +84 +0.6%
Brown Advisory
320
Brown Advisory
Maryland
$943K +$943K +13,692 New
ECM
321
Everence Capital Management
Indiana
$937K
LA
322
Lindenwold Advisors
Pennsylvania
$934K -$250K -3,637 -21%
BWA
323
BDO Wealth Advisors
Florida
$922K -$14.2K -206 -2%
PA
324
Procyon Advisors
Connecticut
$917K +$328K +4,766 +56%
HAIM
325
Hunter Associates Investment Management
Pennsylvania
$909K -$37.9K -550 -4%