BRO icon

Brown & Brown

452 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, 158 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
-7
Holders Change %
-1.53%
% of All Funds
7.96%
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
158
Closed
52
Calls
$1.51M
Puts
$818K
Net Calls
+$691K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Shares
Change %
ST
351
Sabal Trust
Florida
$223K
VNIM
352
Vaughan Nelson Investment Management
Texas
$223K +$223K +4,865 New
B
353
Barings
North Carolina
$218K
SAM
354
Strategy Asset Managers
California
$217K +$10.9K +238 +5%
XWM
355
Xcel Wealth Management
Florida
$216K
RWA
356
River Wealth Advisors
Pennsylvania
$216K +$17.7K +388 +9%
PCP
357
Proficio Capital Partners
Massachusetts
$216K +$216K +4,722 New
BCV
358
Banque Cantonale Vaudoise
Switzerland
$215K
6M
359
6 Meridian
Kansas
$215K +$215K +4,701 New
FEG
360
Financial Enhancement Group
Indiana
$213K -$3.98K -87 -2%
BSW
361
Buckingham Strategic Wealth
Missouri
$213K
CCA
362
Checchi Capital Advisers
California
$212K +$3.06K +67 +1%
PP
363
Patron Partners
Texas
$205K
CAN
364
Cetera Advisor Networks
California
$204K +$204K +4,454 New
MC
365
Moors & Cabot
Massachusetts
$201K
CI Investments Inc
366
CI Investments Inc
Ontario, Canada
$198K -$55K -1,206 -22%
SCA
367
Stonebridge Capital Advisors
Minnesota
$197K
KFP
368
KB Financial Partners
New Jersey
$183K +$183K +4,002 New
AII
369
AGF Investments Inc
Ontario, Canada
$179K -$11.3K -246 -6%
IFAM
370
Institutional & Family Asset Management
Colorado
$178K +$102K +2,232 +134%
AIM
371
Anchor Investment Management
South Carolina
$159K
BFEC
372
Benjamin F. Edwards & Company
Missouri
$146K -$14.6K -319 -9%
GLLW
373
Graves Light Lenhart Wealth
Virginia
$132K
SO
374
STRS Ohio
Ohio
$125K
ST
375
Smithfield Trust
Pennsylvania
$115K -$77.5K -1,695 -40%