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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 %
OTL
351
Oak Thistle LLC
New York
$692K +$311K +4,521 +82%
Thrivent Financial for Lutherans
352
Thrivent Financial for Lutherans
Minnesota
$690K -$4.61K -67 -0.7%
EOJOAM
353
E. Ohman J:or Asset Management
Sweden
$688K
BPA
354
Beacon Pointe Advisors
California
$688K -$53K -770 -7%
FCM
355
FJ Capital Management
Virginia
$677K +$677K +9,835 New
FI
356
Fosun International
China
$671K
Creative Planning
357
Creative Planning
Kansas
$665K -$26.1K -379 -4%
JF
358
JSF Financial
California
$665K +$665K +9,660 New
OSAM
359
O'Shaughnessy Asset Management
Connecticut
$664K +$25.1K +364 +4%
OAM
360
Occidental Asset Management
California
$657K
VF
361
Virtu Financial
New York
$643K +$643K +9,343 New
SEC
362
Seven Eight Capital
New York
$637K -$329K -4,774 -34%
GC
363
Gilbert & Cook
Iowa
$631K +$40.3K +585 +7%
GM
364
GeoWealth Management
Illinois
$628K +$628K +9,128 New
Squarepoint
365
Squarepoint
New York
$621K +$621K +9,022 New
CB
366
Centennial Bank
Arkansas
$617K
FT
367
Fiduciary Trust
Massachusetts
$615K +$138 +2 +0%
M&T Bank
368
M&T Bank
New York
$613K -$688 -10 -0.1%
BAAM
369
Baker Avenue Asset Management
California
$606K +$597K +8,667 +6,616%
IFU
370
iSAM Funds (UK)
United Kingdom
$602K +$602K +8,746 New
MML Investors Services
371
MML Investors Services
Massachusetts
$598K +$2.34K +34 +0.4%
EI
372
Ethic Inc
New York
$597K +$124K +1,805 +26%
SFG
373
SevenBridge Financial Group
Pennsylvania
$586K +$38.4K +558 +7%
KRSITF
374
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$582K +$5.99K +87 +1%
Mercer Global Advisors
375
Mercer Global Advisors
Colorado
$572K +$119K +1,733 +26%