We are live on ! Find out more
BRO icon

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
NB
301
Norinchukin Bank
Japan
$1.19M +$386K +6,067 +54%
PIM
302
Penobscot Investment Management
Massachusetts
$1.18M +$3.18K +50 +0.3%
AIP
303
Ameritas Investment Partners
Nebraska
$1.17M -$401K -6,300 -27%
EWM
304
Evermay Wealth Management
Virginia
$1.17M
TCM
305
Tributary Capital Management
Nebraska
$1.16M -$33.8K -532 -3%
HIMCH
306
Hartford Investment Management Co (HIMCO)
Connecticut
$1.16M -$212K -3,326 -17%
LA
307
LBP AM
France
$1.15M +$1.06M +16,712 New
BTWM
308
Baker Tilly Wealth Management
Wisconsin
$1.15M +$116K +1,831 +12%
VI
309
Versor Investments
New York
$1.12M -$424K -6,663 -29%
SRAM
310
Spouting Rock Asset Management
Pennsylvania
$1.1M -$35.7K -562 -3%
SWP
311
Strategic Wealth Partners
Ohio
$1.09M -$9.22K -145 -0.9%
CIC
312
Chilton Investment Company
Connecticut
$1.09M -$8.74M -137,395 -90%
FNA
313
First National Advisers
Nebraska
$1.08M +$4.01K +63 +0.4%
Cambridge Investment Research Advisors
314
Cambridge Investment Research Advisors
Iowa
$1.06M -$697K -10,956 -42%
KeyBank National Association
315
KeyBank National Association
Ohio
$1.05M -$60.5K -951 -6%
CL
316
CIM LLC
New York
$1.03M -$88.2K -1,387 -8%
CFM
317
Coronation Fund Managers
South Africa
$1.02M -$61.1K -961 -6%
LSERS
318
Louisiana State Employees Retirement System
Louisiana
$1.01M -$44.5K -700 -5%
Pacer Advisors
319
Pacer Advisors
Pennsylvania
$993K -$8.84K -139 -1%
RC
320
Roundview Capital
New Jersey
$961K +$291K +4,581 +49%
VPIM
321
Vanguard Personalized Indexing Management
California
$951K +$5.34K +84 +0.6%
Brown Advisory
322
Brown Advisory
Maryland
$943K +$871K +13,692 New
ECM
323
Everence Capital Management
Indiana
$937K
LA
324
Lindenwold Advisors
Pennsylvania
$934K -$231K -3,637 -21%
BWA
325
BDO Wealth Advisors
Florida
$922K -$13.1K -206 -2%