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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
CCA
426
Cadent Capital Advisors
Oklahoma
$347K +$36.8K +579 +13%
DC
427
Davenport & Co
Virginia
$346K +$14.5K +228 +5%
IFG
428
Independent Financial Group
California
$344K +$17.6K +277 +6%
Carson Wealth (CWM LLC)
429
Carson Wealth (CWM LLC)
Nebraska
$339K -$7.76K -122 -2%
FCP
430
Fidelis Capital Partners
Florida
$336K +$57.1K +898 +23%
Fifth Third Bancorp
431
Fifth Third Bancorp
Ohio
$336K +$9.99K +157 +3%
GIA
432
Gateway Investment Advisers
Ohio
$335K
LFG
433
Larson Financial Group
Missouri
$332K +$2.35K +37 +0.8%
CCA
434
Checchi Capital Advisers
California
$331K -$1.72K -27 -0.6%
BMSSC
435
B. Metzler seel. Sohn & Co
Germany
$331K
RWA
436
River Wealth Advisors
Pennsylvania
$328K
FFM
437
Forum Financial Management
Illinois
$325K +$1.21K +19 +0.4%
CFA
438
CWS Financial Advisors
Michigan
$322K
SAM
439
Strategy Asset Managers
California
$316K +$1.34K +21 +0.5%
BCV
440
Banque Cantonale Vaudoise
Switzerland
$309K +$50.9K +800 +22%
AAIS
441
ABN AMRO Investment Solutions
$300K +$277K +4,359 New
FP
442
Foundry Partners
Minnesota
$299K
DT
443
Diversified Trust
Tennessee
$295K -$190K -2,982 -41%
LWP
444
Lumature Wealth Partners
Georgia
$294K -$3.82K -60 -1%
AIMCA
445
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$289K
BFM
446
Boothbay Fund Management
New York
$285K -$16.9K -265 -6%
SCA
447
Stonebridge Capital Advisors
Minnesota
$282K
PA
448
Pinnacle Associates
New York
$279K +$572 +9 +0.2%
PWM
449
Provident Wealth Management
Tennessee
$278K
MIC
450
Means Investment Company
Maine
$275K