We are live on ! Find out more
BRO icon

Brown & Brown

456 hedge funds and large institutions have $9.09B invested in Brown & Brown in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 159 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $818K

8% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 159

0.19% more ownership

Funds ownership: 70.33%70.52% (+0.19%)

4% less capital invested

Capital invested by funds: $9.45B → $9.09B (-$359M)

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 463456 (-7)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
456
Holders Change
-7
Holders Change %
-1.51%
% of All Funds
8.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
47
Increased
171
Reduced
159
Closed
52
Calls
$1.51M
Puts
$818K
Net Calls
+$691K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
IAMOG
351
Investors Asset Management of Georgia
Georgia
$231K -$5.97K -130 -3%
EOJOAM
352
E. Ohman J:or Asset Management
Sweden
$229K
SFG
353
SevenBridge Financial Group
Pennsylvania
$228K
ST
354
Sabal Trust
Florida
$223K
VNIM
355
Vaughan Nelson Investment Management
Texas
$223K +$223K +4,865 New
B
356
Barings
North Carolina
$218K
SAM
357
Strategy Asset Managers
California
$217K +$10.9K +238 +5%
XWM
358
Xcel Wealth Management
Florida
$216K
RWA
359
River Wealth Advisors
Pennsylvania
$216K +$17.8K +388 +9%
PCP
360
Proficio Capital Partners
Massachusetts
$216K +$217K +4,722 New
BCV
361
Banque Cantonale Vaudoise
Switzerland
$215K
6M
362
6 Meridian
Kansas
$215K +$216K +4,701 New
FEG
363
Financial Enhancement Group
Indiana
$213K -$3.99K -87 -2%
BSW
364
Buckingham Strategic Wealth
Missouri
$213K
CCA
365
Checchi Capital Advisers
California
$212K +$3.08K +67 +1%
PP
366
Patron Partners
Texas
$205K
CAN
367
Cetera Advisor Networks
California
$204K +$204K +4,454 New
MC
368
Moors & Cabot
Massachusetts
$201K
CI Investments Inc
369
CI Investments Inc
Ontario, Canada
$198K -$55.4K -1,206 -22%
SCA
370
Stonebridge Capital Advisors
Minnesota
$197K
KFP
371
KB Financial Partners
New Jersey
$183K +$184K +4,002 New
AII
372
AGF Investments Inc
Ontario, Canada
$179K -$11.3K -246 -6%
IFAM
373
Institutional & Family Asset Management
Colorado
$178K +$102K +2,232 +134%
AIM
374
Anchor Investment Management
South Carolina
$159K
BFEC
375
Benjamin F. Edwards & Company
Missouri
$146K -$14.6K -319 -9%