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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 %
CAN
376
Cetera Advisor Networks
California
$569K +$183K +2,653 +47%
HAS
377
Holland Advisory Services
Florida
$567K +$895 +13 +0.2%
JCIA
378
Jackson Creek Investment Advisors
Colorado
$561K +$561K +8,153 New
American Century Companies
379
American Century Companies
Missouri
$542K -$207 -3 -0%
OP
380
ORG Partners
Indiana
$538K +$538K +7,860 New
MFA
381
Mayflower Financial Advisors
Massachusetts
$536K -$57.7K -838 -10%
MCM
382
Manchester Capital Management
Vermont
$536K -$209K -3,035 -28%
QAM
383
Q3 Asset Management
Michigan
$525K +$525K +7,631 New
NRI
384
NFP Retirement Inc
California
$524K -$32.2K -468 -6%
HCA
385
Hyperion Capital Advisors
New York
$516K -$310K -4,500 -38%
NMIMC
386
Northwestern Mutual Investment Management Company
Wisconsin
$511K +$2.62K +38 +0.5%
NP
387
Nilsine Partners
Colorado
$506K
QCM
388
Qsemble Capital Management
New York
$503K +$503K +7,300 New
Wealthfront Advisers
389
Wealthfront Advisers
California
$502K +$70.8K +1,029 +16%
SIM
390
Studio Investment Management
Illinois
$498K +$15.4K +224 +3%
FEG
391
Financial Enhancement Group
Indiana
$492K +$10K +142 +2%
BCM
392
Brookstone Capital Management
Illinois
$479K +$5.22K +77 +1%
NLP
393
Next Level Private
New York
$478K +$478K +6,965 New
AIM
394
Aigen Investment Management
New York
$474K +$474K +6,889 New
VIM
395
Vinva Investment Management
Australia
$471K +$191K +2,825 +68%
MC
396
Moors & Cabot
Massachusetts
$465K +$4.96K +72 +1%
SIA
397
SkyView Investment Advisors
New Jersey
$462K +$22.4K +325 +5%
BBVA
398
Banco Bilbao Vizcaya Argentaria
Spain
$457K +$12K +175 +3%
XWM
399
Xcel Wealth Management
Florida
$454K
QP
400
Quilter Plc
United Kingdom
$439K