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Brown & Brown

567 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 226 increasing their positions, 193 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
9.15%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
226
Reduced
193
Closed
61
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
UPC
401
Utah Peaks Capital
Utah
$290K +$290K +5,088 New
TMAM
402
Tokio Marine Asset Management
Japan
$288K +$58.5K +1,027 +25%
GIA
403
Gateway Investment Advisers
Ohio
$288K -$9.28M -162,837 -97%
CC
404
Cannell & Co
New York
$288K +$82.6K +1,450 +40%
KFP
405
KB Financial Partners
New Jersey
$286K -$34.4K -604 -11%
Two Sigma Investments
406
Two Sigma Investments
New York
$285K +$285K +5,011 New
SW
407
SlateStone Wealth
Florida
$285K +$285K +5,000 New
Two Sigma Advisers
408
Two Sigma Advisers
New York
$279K +$279K +4,900 New
CCA
409
Checchi Capital Advisers
California
$276K -$9.63K -169 -3%
SAM
410
Strategy Asset Managers
California
$274K -$127K -2,228 -32%
BMSSC
411
B. Metzler seel. Sohn & Co
Germany
$274K -$145K -2,553 -35%
LFG
412
Larson Financial Group
Missouri
$273K +$1.82K +32 +0.7%
HIM
413
Hotaling Investment Management
Pennsylvania
$271K -$856 -15 -0.3%
AG
414
Ascent Group
Virginia
$268K -$77.6K -1,362 -22%
FFM
415
Forum Financial Management
Illinois
$268K -$6.38K -112 -2%
RWA
416
River Wealth Advisors
Pennsylvania
$265K
Rockefeller Capital Management
417
Rockefeller Capital Management
New York
$264K +$204K +3,584 +337%
IA
418
IFP Advisors
Florida
$263K +$10.7K +371 +4%
BSW
419
Buckingham Strategic Wealth
Missouri
$263K
DC
420
Davenport & Co
Virginia
$259K +$23.6K +414 +10%
Mercer Global Advisors
421
Mercer Global Advisors
Colorado
$256K -$35.2K -634 -12%
CCA
422
Cadent Capital Advisors
Oklahoma
$254K -$55.7K -978 -18%
FP
423
Foundry Partners
Minnesota
$251K +$251K +4,408 New
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$248K -$46.7K -819 -16%
Assenagon Asset Management
425
Assenagon Asset Management
Luxembourg
$247K -$36.8M -645,099 -99%