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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 %
JSW
426
Journey Strategic Wealth
New Jersey
$243K +$50.6K +889 +26%
FFP
427
FourThought Financial Partners
Florida
$243K +$243K +4,270 New
SQA
428
Simon Quick Advisors
New Jersey
$243K +$243K +4,267 New
AG
429
AIA Group
Hong Kong
$243K +$243K +4,262 New
ACM
430
Acrisure Capital Management
Texas
$237K +$237K +4,167 New
MAM
431
Martingale Asset Management
Massachusetts
$236K -$20.2K -354 -8%
SCA
432
Stonebridge Capital Advisors
Minnesota
$234K
PA
433
Pinnacle Associates
New York
$231K -$30.3K -532 -12%
PWM
434
Provident Wealth Management
Tennessee
$230K
FDCDDQ
435
Federation des caisses Desjardins du Quebec
Quebec, Canada
$229K -$17.5M -306,482 -99%
Fuller & Thaler Asset Management
436
Fuller & Thaler Asset Management
California
$228K -$35.2K -618 -13%
MIC
437
Means Investment Company
Maine
$228K
SAM
438
Shell Asset Management
Netherlands
$226K -$46K -809 -17%
FC
439
FORA Capital
Florida
$226K -$372K -6,534 -62%
SIA
440
Schechter Investment Advisors
Michigan
$222K -$48.9K -858 -18%
MWM
441
Mattern Wealth Management
Kansas
$217K -$5.7K -100 -3%
WHCI
442
W.H. Cornerstone Investments
Massachusetts
$215K +$123 +2 +0.1%
IIC
443
Integrated Investment Consultants
Michigan
$214K +$214K +3,759 New
SSW
444
Smith Shellnut Wilson
Mississippi
$212K +$3.08K +54 +1%
CRC
445
Curi RMB Capital
Illinois
$212K -$127K -2,237 -38%
BCV
446
Banque Cantonale Vaudoise
Switzerland
$211K
BFM
447
Boothbay Fund Management
New York
$210K +$210K +3,689 New
DWM
448
Darwin Wealth Management
Florida
$208K
EI
449
Ethic Inc
New York
$204K -$97K -1,702 -32%
PMEF
450
Point72 Middle East FZE
United Arab Emirates
$189K +$189K +3,324 New