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Brown & Brown

567 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 226 increasing their positions, 193 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
9.15%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
226
Reduced
193
Closed
61
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
XWM
376
Xcel Wealth Management
Florida
$376K +$8.6K +151 +2%
APWM
377
Argonautica Private Wealth Management
Massachusetts
$373K +$373K +6,547 New
FRM
378
Fox Run Management
Connecticut
$370K -$105K -1,847 -22%
SIM
379
Studio Investment Management
Illinois
$365K +$15.7K +276 +5%
IC
380
IEQ Capital
California
$363K -$37.8K -663 -9%
Macquarie Group
381
Macquarie Group
Australia
$361K -$70.3K -1,235 -16%
SP
382
Symmetry Partners
Connecticut
$360K
II
383
Inspire Investing
Idaho
$343K +$66.7K +1,171 +24%
ST
384
Somerset Trust
Pennsylvania
$341K
FI
385
Fosun International
China
$328K +$328K +5,750 New
CFA
386
CWS Financial Advisors
Michigan
$327K +$101K +2,209 +45%
WTB
387
Washington Trust Bank
Washington
$325K
VI
388
Vestcor Inc
New Brunswick, Canada
$324K +$2.39K +42 +0.7%
Wealthfront Advisers
389
Wealthfront Advisers
California
$319K -$193K -3,390 -38%
TI
390
Tidal Investments
Wisconsin
$317K +$90.8K +1,595 +40%
LNWWM
391
Laird Norton Wetherby Wealth Management
California
$315K +$7.52K +132 +2%
MGIM
392
M&G Investment Management
United Kingdom
$310K -$35.9K -629 -10%
SIA
393
SkyView Investment Advisors
New Jersey
$307K -$31.9K -559 -9%
DT
394
Diversified Trust
Tennessee
$304K +$51.8K +908 +21%
Fifth Third Bancorp
395
Fifth Third Bancorp
Ohio
$301K +$20.6K +362 +7%
Jane Street
396
Jane Street
New York
$295K -$1.02M -17,942 -78%
Vontobel Holding
397
Vontobel Holding
Switzerland
$295K +$35K +618 +13%
BFEC
398
Benjamin F. Edwards & Company
Missouri
$294K -$15.2K -267 -5%
BBVA
399
Banco Bilbao Vizcaya Argentaria
Spain
$294K -$2.07M -36,271 -88%
CAN
400
Cetera Advisor Networks
California
$291K +$50.4K +885 +21%