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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
9.89%
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 %
TWM
326
Trueblood Wealth Management
Ohio
$1.3M +$1.3M +18,261 New
Cambridge Investment Research Advisors
327
Cambridge Investment Research Advisors
Iowa
$1.29M +$2.28K +32 +0.2%
MSRPS
328
Maryland State Retirement & Pension System
Maryland
$1.29M
CIC
329
Chilton Investment Company
Connecticut
$1.28M +$199K +2,800 +18%
MML Investors Services
330
MML Investors Services
Massachusetts
$1.28M +$470K +6,616 +58%
Nomura Holdings
331
Nomura Holdings
Japan
$1.27M +$20.1K +282 +2%
CL
332
CIM LLC
New York
$1.25M -$10.8K -128 -0.9%
PFS
333
Prospera Financial Services
Texas
$1.21M +$12.9K +181 +1%
EWM
334
Evermay Wealth Management
Virginia
$1.21M +$356 +5 +0%
TCM
335
Tributary Capital Management
Nebraska
$1.19M +$12.4K +174 +1%
VIG
336
Vienna Insurance Group
Poland
$1.18M -$626K -8,806 -35%
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$1.16M -$265K -3,722 -19%
RJT
338
Raymond James Trust
Florida
$1.14M -$127K -1,792 -10%
HIMCH
339
Hartford Investment Management Co (HIMCO)
Connecticut
$1.14M -$23.3K -328 -2%
UFF
340
USA Financial Formulas
Michigan
$1.14M +$1.14M +15,988 +133,233%
Pacer Advisors
341
Pacer Advisors
Pennsylvania
$1.12M +$68.8K +968 +7%
SC
342
Savant Capital
Illinois
$1.12M +$51.7K +727 +5%
GT
343
Glenmede Trust
Pennsylvania
$1.11M -$218K -3,070 -16%
FCM
344
FJ Capital Management
Virginia
$1.11M -$414K -5,823 -27%
AI
345
Atom Investors
Texas
$1.1M +$21.5K +302 +2%
Envestnet Portfolio Solutions
346
Envestnet Portfolio Solutions
Illinois
$1.09M +$733K +10,301 +206%
HAIM
347
Hunter Associates Investment Management
Pennsylvania
$1.07M -$22.4K -315 -2%
ECM
348
Everence Capital Management
Indiana
$1.07M
SAM
349
Securian Asset Management
Minnesota
$1.06M -$138K -1,945 -12%
EI
350
Ethic Inc
New York
$1.05M +$368K +5,175 +54%