BRO icon

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 %
SC
326
Savant Capital
Illinois
$906K -$413 -6 -0%
MGP
327
Metis Global Partners
California
$868K +$113K +1,643 +15%
WS
328
Wedbush Securities
California
$862K +$38.5K +560 +5%
OAM
329
Oppenheimer Asset Management
New York
$854K -$15.9K -231 -2%
API
330
Advisor Partners II
California
$853K +$38.1K +553 +5%
IAN
331
Integrated Advisors Network
Texas
$850K +$850K +12,344 New
CW
332
CreativeOne Wealth
Kansas
$849K +$849K +12,334 New
OAM
333
Ostrum Asset Management
France
$842K +$688 +10 +0.1%
CSI
334
Cross Staff Investments
New York
$826K
CBNLCF
335
Cognios Beta Neutral Large Cap Fund
Kansas
$822K -$322K -4,672 -28%
CWP
336
Cyndeo Wealth Partners
Florida
$812K +$812K +11,797 New
ET
337
Equitable Trust
Tennessee
$806K +$67.7K +983 +9%
RCA
338
Resonant Capital Advisors
Wisconsin
$798K -$17.9K -260 -2%
EP
339
Edgestream Partners
New Jersey
$786K +$786K +11,425 New
NMERB
340
New Mexico Educational Retirement Board
New Mexico
$785K +$34.4K +500 +5%
IWC
341
Integrated Wealth Concepts
Massachusetts
$785K +$785K +11,400 New
TRCT
342
Tower Research Capital (TRC)
New York
$775K +$520K +7,549 +203%
GT
343
Glenmede Trust
Pennsylvania
$770K
GT
344
Glenview Trust
Kentucky
$766K +$78.1K +1,135 +11%
PCP
345
Proficio Capital Partners
Massachusetts
$744K -$620 -9 -0.1%
CB
346
Commerce Bank
Missouri
$720K +$6.61K +96 +0.9%
MLICM
347
Metropolitan Life Insurance Company (MetLife)
New York
$706K -$17.5K -254 -2%
V
348
Veritable
Delaware
$703K -$71.5K -1,038 -9%
KTA
349
Keeley-Teton Advisors
Illinois
$702K
CA
350
Claro Advisors
Massachusetts
$700K +$126K +1,829 +22%