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Brown & Brown

561 hedge funds and large institutions have $12.1B invested in Brown & Brown in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 207 increasing their positions, 218 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-8
Holders Change %
-1.41%
% of All Funds
9.7%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
49
Increased
207
Reduced
218
Closed
48
Calls
$1.46M
Puts
$326K
Net Calls
+$1.14M
Net Calls Change
+$3.16M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
401
Cadent Capital Advisors
Oklahoma
$329K
LNWWM
402
Laird Norton Wetherby Wealth Management
California
$326K -$14K -231 -4%
EI
403
Ethic Inc
New York
$320K -$7.45K -123 -2%
Mercer Global Advisors
404
Mercer Global Advisors
Colorado
$317K -$87.5K -1,448 -22%
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$313K +$23.5K +388 +8%
American Century Companies
406
American Century Companies
Missouri
$307K +$89K +1,472 +41%
IAMOG
407
Investors Asset Management of Georgia
Georgia
$305K
YMRC
408
Yorktown Management & Research Company
Virginia
$305K +$93.6K +1,550 +44%
CCA
409
Checchi Capital Advisers
California
$303K
CFA
410
CWS Financial Advisors
Michigan
$299K -$727 -12 -0.2%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$298K +$45.2K +747 +18%
TC
412
TownSquare Capital
Utah
$297K -$21.4K -354 -7%
MC
413
Moors & Cabot
Massachusetts
$296K
II
414
Inspire Investing
Idaho
$293K -$25.6K -424 -8%
Wolverine Trading
415
Wolverine Trading
Illinois
$292K -$92.6K -1,522 -24%
FFM
416
Forum Financial Management
Illinois
$291K
SAM
417
Shell Asset Management
Netherlands
$289K -$76K -1,257 -21%
HIM
418
Hotaling Investment Management
Pennsylvania
$288K -$5.8K -96 -2%
SIA
419
Schechter Investment Advisors
Michigan
$288K +$56.5K +934 +24%
LFG
420
Larson Financial Group
Missouri
$287K +$275K +4,559 +2,362%
PAM
421
Paradigm Asset Management
New York
$284K -$42.3K -700 -13%
RWA
422
River Wealth Advisors
Pennsylvania
$282K -$22.4K -370 -7%
Vontobel Holding
423
Vontobel Holding
Switzerland
$280K -$13.6K -223 -5%
Fuller & Thaler Asset Management
424
Fuller & Thaler Asset Management
California
$280K -$8.78K -145 -3%
BSW
425
Buckingham Strategic Wealth
Missouri
$279K -$14.2K -235 -5%