BRO icon

Brown & Brown

569 hedge funds and large institutions have $11.8B invested in Brown & Brown in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 225 increasing their positions, 176 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
-4
Holders Change %
-0.7%
% of All Funds
9.62%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
84
Increased
225
Reduced
176
Closed
74
Calls
$4.87M
Puts
$6.89M
Net Calls
-$2.02M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
401
PDT Partners
New York
$302K +$302K +5,177 New
GCP
402
GSA Capital Partners
United Kingdom
$298K +$107K +1,825 +56%
DT
403
Diversified Trust
Tennessee
$298K +$108K +1,852 +57%
MGP
404
Metis Global Partners
California
$296K +$77.2K +1,321 +35%
IAMOG
405
Investors Asset Management of Georgia
Georgia
$295K
RWA
406
River Wealth Advisors
Pennsylvania
$293K -$23.9K -410 -8%
SIA
407
SkyView Investment Advisors
New Jersey
$293K +$37.7K +647 +15%
HCM
408
Howland Capital Management
Massachusetts
$292K +$292K +5,005 New
CFA
409
CWS Financial Advisors
Michigan
$289K -$89.7K -1,537 -24%
PRC
410
Pearl River Capital
Michigan
$286K +$286K +4,895 New
MC
411
Moors & Cabot
Massachusetts
$285K -$5.83K -100 -2%
HIM
412
Hotaling Investment Management
Pennsylvania
$284K +$6.08K +104 +2%
DEM
413
Disciplined Equity Management
Florida
$284K +$284K +4,870 New
BSW
414
Buckingham Strategic Wealth
Missouri
$283K +$10.6K +182 +4%
FFM
415
Forum Financial Management
Illinois
$281K +$6.53K +112 +2%
KFA
416
Krane Funds Advisors
New York
$279K -$50.4K -863 -15%
Vontobel Holding
417
Vontobel Holding
Switzerland
$279K -$42.1K -728 -13%
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$279K +$35.2K +603 +14%
Fuller & Thaler Asset Management
419
Fuller & Thaler Asset Management
California
$278K -$42.6K -730 -13%
KFP
420
KB Financial Partners
New Jersey
$273K +$34.4K +590 +14%
MG
421
Meritage Group
California
$271K +$271K +4,640 New
MFA
422
Mayflower Financial Advisors
Massachusetts
$269K -$175 -3 -0.1%
CC
423
Cannell & Co
New York
$268K -$29.1K -500 -10%
MAM
424
Martingale Asset Management
Massachusetts
$264K -$59 -1 -0%
Wealthfront Advisers
425
Wealthfront Advisers
California
$251K -$913K -15,641 -78%