We are live on ! Find out more
BRO icon

Brown & Brown

566 hedge funds and large institutions have $12.1B invested in Brown & Brown in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 208 increasing their positions, 219 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

349% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $326K

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

3% more capital invested

Capital invested by funds: $11.8B → $12.1B (+$323M)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0.72% less ownership

Funds ownership: 71.6%70.88% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 219

1% less funds holding

Funds holding: 574566 (-8)

Holders
566
Holders Change
-8
Holders Change %
-1.39%
% of All Funds
9.75%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
49
Increased
208
Reduced
219
Closed
48
Calls
$1.46M
Puts
$326K
Net Calls
+$1.14M
Net Calls Change
+$3.16M
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
376
Financial Enhancement Group
Indiana
$446K +$10.9K +174 +2%
BMSSC
377
B. Metzler seel. Sohn & Co
Germany
$445K +$97.7K +1,553 +27%
AC
378
Allstate Corporation
Illinois
$437K
SG Americas Securities
379
SG Americas Securities
New York
$436K -$944K -15,008 -68%
IC
380
IEQ Capital
California
$426K +$23.8K +378 +6%
SAM
381
Strategy Asset Managers
California
$426K +$175K +2,787 +66%
GTCM
382
Gyon Technologies Capital Management
New Jersey
$422K -$1.53M -24,367 -78%
SFG
383
SevenBridge Financial Group
Pennsylvania
$420K
BCM
384
Brookstone Capital Management
Illinois
$413K
NLP
385
Next Level Private
New York
$412K +$407K +6,465 New
PCM
386
Prelude Capital Management
New York
$390K -$375K -5,955 -48%
XWM
387
Xcel Wealth Management
Florida
$390K
MGP
388
Metis Global Partners
California
$387K +$84.4K +1,342 +26%
CDIA
389
Capital Directions Investment Advisors
Georgia
$386K -$401K -6,375 Closed
GC
390
Gilbert & Cook
Iowa
$386K +$57.7K +917 +16%
SP
391
Symmetry Partners
Connecticut
$382K +$37.9K +603 +11%
AIM
392
Aigen Investment Management
New York
$371K -$1.27M -20,227 -77%
SIM
393
Studio Investment Management
Illinois
$371K +$2.71K +43 +0.7%
ST
394
Somerset Trust
Pennsylvania
$362K
CRC
395
Curi RMB Capital
Illinois
$360K +$6.1K +97 +2%
SIA
396
SkyView Investment Advisors
New Jersey
$360K +$58K +921 +18%
AG
397
Ascent Group
Virginia
$357K +$168K +2,672 +79%
WTB
398
Washington Trust Bank
Washington
$345K
CA
399
Claro Advisors
Massachusetts
$342K
VI
400
Vestcor Inc
New Brunswick, Canada
$342K +$4.4K +70 +1%