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Brown & Brown

675 hedge funds and large institutions have $15.1B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 240 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+54
Holders Change %
+8.7%
% of All Funds
9.9%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
106
Increased
240
Reduced
225
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
376
SRN Advisors
Pennsylvania
$794K +$794K +11,160 New
GC
377
Gilbert & Cook
Iowa
$774K +$45.9K +646 +6%
CCM
378
Chaney Capital Management
Washington
$773K +$773K +10,864 New
PCP
379
Proficio Capital Partners
Massachusetts
$769K
OIA
380
OneDigital Investment Advisors
Kansas
$769K +$31.9K +449 +4%
GCM
381
Graham Capital Management
Connecticut
$751K +$751K +10,556 New
FWM
382
FMFE Wealth Management
New York
$749K +$749K +10,528 New
IWC
383
Integrated Wealth Concepts
Massachusetts
$737K -$45.2K -636 -6%
M&T Bank
384
M&T Bank
New York
$736K +$117K +1,643 +19%
CA
385
Claro Advisors
Massachusetts
$735K +$26.2K +368 +4%
CIA
386
Compass Ion Advisors
Pennsylvania
$732K -$16.4K -230 -2%
KTA
387
Keeley-Teton Advisors
Illinois
$725K
EWA
388
EP Wealth Advisors
California
$715K +$291K +4,094 +69%
EOJOAM
389
E. Ohman J:or Asset Management
Sweden
$704K -$99.6K -1,400 -12%
CB
390
Commerce Bank
Missouri
$700K -$76.4K -1,075 -10%
RCA
391
Resonant Capital Advisors
Wisconsin
$695K -$137K -1,925 -16%
Wealth Enhancement Advisory Services
392
Wealth Enhancement Advisory Services
Minnesota
$688K -$99.8K -1,404 -13%
GT
393
Glenview Trust
Kentucky
$687K -$47.1K -663 -6%
MLICM
394
Metropolitan Life Insurance Company (MetLife)
New York
$684K -$8.89K -125 -1%
PMEF
395
Point72 Middle East FZE
United Arab Emirates
$683K -$651K -9,161 -49%
OAM
396
Occidental Asset Management
California
$679K
JF
397
JSF Financial
California
$679K +$498 +7 +0.1%
American Century Companies
398
American Century Companies
Missouri
$663K -$80.8K -1,136 -11%
FT
399
Fiduciary Trust
Massachusetts
$663K -$569 -8 -0.1%
SRAM
400
Spouting Rock Asset Management
Pennsylvania
$661K -$503K -7,071 -43%