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Brown & Brown

604 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 229 increasing their positions, 197 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $1.61M

98% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 40

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

20% more capital invested

Capital invested by funds: $11.6B → $13.9B (+$2.31B)

16% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 197

7% more funds holding

Funds holding: 566604 (+38)

0.33% more ownership

Funds ownership: 71.26%71.59% (+0.33%)

Holders
604
Holders Change
+38
Holders Change %
+6.71%
% of All Funds
9.48%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
79
Increased
229
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
Change in
Stake
BBVA
401
Banco Bilbao Vizcaya Argentaria
Spain
$457K +$11.1K +175 +3%
XWM
402
Xcel Wealth Management
Florida
$454K
QP
403
Quilter Plc
United Kingdom
$439K
Macquarie Group
404
Macquarie Group
Australia
$435K -$572 -9 -0.1%
SP
405
Symmetry Partners
Connecticut
$435K
OIA
406
OneDigital Investment Advisors
Kansas
$432K +$25.6K +402 +7%
SQA
407
Simon Quick Advisors
New Jersey
$432K -$95.2K -1,497 -19%
KFP
408
KB Financial Partners
New Jersey
$422K +$17.6K +276 +5%
I
409
InceptionR
California
$419K +$387K +6,082 New
CC
410
Cannell & Co
New York
$416K +$63.6K +1,000 +20%
KI
411
Kapitalo Investimentos
Brazil
$410K +$379K +5,957 New
IC
412
IEQ Capital
California
$408K -$122K -1,912 -24%
WTB
413
Washington Trust Bank
Washington
$393K
Capstone Investment Advisors
414
Capstone Investment Advisors
New York
$392K +$244K +3,836 +207%
Vontobel Holding
415
Vontobel Holding
Switzerland
$391K
APWM
416
Argonautica Private Wealth Management
Massachusetts
$389K +$7.57K +119 +2%
VI
417
Vestcor Inc
New Brunswick, Canada
$389K -$2.8K -44 -0.8%
IIC
418
Integrated Investment Consultants
Michigan
$384K +$60.3K +948 +21%
ST
419
Somerset Trust
Pennsylvania
$380K -$1.34K -21 -0.4%
TMAM
420
Tokio Marine Asset Management
Japan
$373K +$9.92K +156 +3%
SIA
421
Schechter Investment Advisors
Michigan
$370K +$6.55K +103 +2%
Rockefeller Capital Management
422
Rockefeller Capital Management
New York
$359K -$25.5M -400,410 -99%
AI
423
Atom Investors
Texas
$354K +$328K +5,149 New
BSW
424
Buckingham Strategic Wealth
Missouri
$349K +$29.3K +461 +10%
LNWWM
425
Laird Norton Wetherby Wealth Management
California
$349K +$4.96K +78 +2%