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Brown & Brown

604 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 229 increasing their positions, 197 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $1.61M

98% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 40

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

20% more capital invested

Capital invested by funds: $11.6B → $13.9B (+$2.31B)

16% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 197

7% more funds holding

Funds holding: 566604 (+38)

0.33% more ownership

Funds ownership: 71.26%71.59% (+0.33%)

Holders
604
Holders Change
+38
Holders Change %
+6.71%
% of All Funds
9.48%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
79
Increased
229
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
Change in
Stake
SFG
376
SevenBridge Financial Group
Pennsylvania
$586K +$35.5K +558 +7%
KRSITF
377
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$582K +$5.53K +87 +1%
Mercer Global Advisors
378
Mercer Global Advisors
Colorado
$572K +$110K +1,733 +26%
CAN
379
Cetera Advisor Networks
California
$569K +$169K +2,653 +47%
HAS
380
Holland Advisory Services
Florida
$567K +$827 +13 +0.2%
JCIA
381
Jackson Creek Investment Advisors
Colorado
$561K +$519K +8,153 New
American Century Companies
382
American Century Companies
Missouri
$542K -$191 -3 -0%
OP
383
ORG Partners
Indiana
$538K +$500K +7,860 New
MFA
384
Mayflower Financial Advisors
Massachusetts
$536K -$53.3K -838 -10%
MCM
385
Manchester Capital Management
Vermont
$536K -$193K -3,035 -28%
QAM
386
Q3 Asset Management
Michigan
$525K +$485K +7,631 New
NRI
387
NFP Retirement Inc
California
$524K -$29.8K -468 -6%
HCA
388
Hyperion Capital Advisors
New York
$516K -$286K -4,500 -38%
NMIMC
389
Northwestern Mutual Investment Management Company
Wisconsin
$511K +$2.42K +38 +0.5%
NP
390
Nilsine Partners
Colorado
$506K
QCM
391
Qsemble Capital Management
New York
$503K +$464K +7,300 New
Wealthfront Advisers
392
Wealthfront Advisers
California
$502K +$65.5K +1,029 +16%
SIM
393
Studio Investment Management
Illinois
$498K +$14.2K +224 +3%
FEG
394
Financial Enhancement Group
Indiana
$492K +$9.03K +142 +2%
BCM
395
Brookstone Capital Management
Illinois
$479K +$4.9K +77 +1%
NLP
396
Next Level Private
New York
$478K +$443K +6,965 New
AIM
397
Aigen Investment Management
New York
$474K +$438K +6,889 New
VIM
398
Vinva Investment Management
Australia
$471K +$180K +2,825 +68%
MC
399
Moors & Cabot
Massachusetts
$465K +$4.58K +72 +1%
SIA
400
SkyView Investment Advisors
New Jersey
$462K +$20.7K +325 +5%