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Brown & Brown

621 hedge funds and large institutions have $14.1B invested in Brown & Brown in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 216 increasing their positions, 221 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+22
Holders Change %
+3.67%
% of All Funds
9.9%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
68
Increased
216
Reduced
221
Closed
41
Calls
$12.5M
Puts
$5.58M
Net Calls
+$6.87M
Net Calls Change
+$995K
Name Holding Trade Value Shares
Change
Shares
Change %
ET
351
Equitable Trust
Tennessee
$801K -$16.6K -237 -2%
BPA
352
Beacon Pointe Advisors
California
$799K +$102K +1,457 +15%
MML Investors Services
353
MML Investors Services
Massachusetts
$792K +$185K +2,653 +31%
EOJOAM
354
E. Ohman J:or Asset Management
Sweden
$789K +$90.8K +1,300 +13%
Wealth Enhancement Advisory Services
355
Wealth Enhancement Advisory Services
Minnesota
$774K +$774K +11,083 New
IWC
356
Integrated Wealth Concepts
Massachusetts
$769K -$27.4K -393 -3%
CB
357
Commerce Bank
Missouri
$763K +$32.4K +464 +4%
PCP
358
Proficio Capital Partners
Massachusetts
$756K +$698 +10 +0.1%
TI
359
Trexquant Investment
Connecticut
$752K +$752K +10,766 New
CIA
360
Compass Ion Advisors
Pennsylvania
$735K +$735K +10,517 New
VEA
361
Virtus ETF Advisers
New York
$733K +$733K +10,489 New
American Century Companies
362
American Century Companies
Missouri
$731K +$181K +2,590 +33%
OIA
363
OneDigital Investment Advisors
Kansas
$724K +$285K +4,081 +65%
GT
364
Glenview Trust
Kentucky
$721K -$55.9K -800 -7%
GC
365
Gilbert & Cook
Iowa
$715K +$75K +1,074 +12%
KTA
366
Keeley-Teton Advisors
Illinois
$712K
Mercer Global Advisors
367
Mercer Global Advisors
Colorado
$706K +$125K +1,797 +22%
CA
368
Claro Advisors
Massachusetts
$696K -$14.2K -203 -2%
Thrivent Financial for Lutherans
369
Thrivent Financial for Lutherans
Minnesota
$691K -$8.94K -128 -1%
MLICM
370
Metropolitan Life Insurance Company (MetLife)
New York
$680K -$36.2K -519 -5%
EI
371
Ethic Inc
New York
$674K +$68.7K +983 +11%
MC
372
Machina Capital
France
$668K +$668K +9,558 New
OAM
373
Occidental Asset Management
California
$667K
JF
374
JSF Financial
California
$666K -$8.73K -125 -1%
CAN
375
Cetera Advisor Networks
California
$663K +$85.6K +1,225 +15%