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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
9.89%
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 %
LA
401
Lindenwold Advisors
Pennsylvania
$646K -$17.8K -251 -3%
CB
402
Centennial Bank
Arkansas
$629K
PS
403
Principal Securities
Iowa
$623K +$623K +8,755 New
VEA
404
Virtus ETF Advisers
New York
$622K -$124K -1,739 -17%
IIC
405
Integrated Investment Consultants
Michigan
$610K +$44.7K +628 +8%
Capstone Investment Advisors
406
Capstone Investment Advisors
New York
$609K +$205K +2,888 +51%
SEC
407
Seven Eight Capital
New York
$605K +$220K +3,091 +57%
SFG
408
SevenBridge Financial Group
Pennsylvania
$605K
BTWM
409
Baker Tilly Wealth Management
Wisconsin
$599K +$174K +2,451 +41%
KRSITF
410
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$598K -$1.42K -20 -0.2%
CIBC World Market
411
CIBC World Market
Ontario, Canada
$591K -$32.1K -451 -5%
VIM
412
Vinva Investment Management
Australia
$590K +$170K +2,404 +41%
NB
413
Norinchukin Bank
Japan
$584K -$45.3K -637 -7%
SQA
414
Simon Quick Advisors
New Jersey
$570K -$52.8K -743 -8%
FEG
415
Financial Enhancement Group
Indiana
$567K +$55K +738 +11%
JCIA
416
Jackson Creek Investment Advisors
Colorado
$562K -$2.63K -37 -0.5%
CBNLCF
417
Cognios Beta Neutral Large Cap Fund
Kansas
$559K -$53K -745 -9%
Wealthfront Advisers
418
Wealthfront Advisers
California
$556K +$18.6K +262 +3%
MCM
419
Manchester Capital Management
Vermont
$553K
Macquarie Group
420
Macquarie Group
Australia
$549K +$131K +1,844 +31%
PAS
421
Park Avenue Securities
New York
$542K +$187K +2,626 +53%
KSWWM
422
Keyes Stange & Wooten Wealth Management
Florida
$540K +$540K +7,597 New
HCA
423
Hyperion Capital Advisors
New York
$533K
DPAM
424
Degroof Petercam Asset Management
Belgium
$533K +$533K +7,500 New
NMIMC
425
Northwestern Mutual Investment Management Company
Wisconsin
$532K +$3.41K +48 +0.6%