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Brown & Brown

621 hedge funds and large institutions have $14.1B invested in Brown & Brown in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 216 increasing their positions, 221 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+22
Holders Change %
+3.67%
% of All Funds
9.9%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
68
Increased
216
Reduced
221
Closed
41
Calls
$12.5M
Puts
$5.58M
Net Calls
+$6.87M
Net Calls Change
+$995K
Name Holding Trade Value Shares
Change
Shares
Change %
MFA
426
Mayflower Financial Advisors
Massachusetts
$403K -$141K -2,019 -26%
SW
427
SlateStone Wealth
Florida
$402K +$122K +1,750 +44%
ST
428
Somerset Trust
Pennsylvania
$400K +$14.1K +202 +4%
WTB
429
Washington Trust Bank
Washington
$399K
Capstone Investment Advisors
430
Capstone Investment Advisors
New York
$397K -$838 -12 -0.2%
VI
431
Vestcor Inc
New Brunswick, Canada
$395K
PTC
432
Petrus Trust Company
Texas
$383K +$159K +2,278 +71%
SEC
433
Seven Eight Capital
New York
$379K -$267K -3,828 -41%
Connor, Clark & Lunn Investment Management (CC&L)
434
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$371K +$371K +5,315 New
Fifth Third Bancorp
435
Fifth Third Bancorp
Ohio
$370K +$29.8K +427 +9%
Vontobel Holding
436
Vontobel Holding
Switzerland
$368K -$27.9K -400 -7%
SIA
437
Schechter Investment Advisors
Michigan
$355K -$21.1K -302 -6%
CCA
438
Cadent Capital Advisors
Oklahoma
$352K
DC
439
Davenport & Co
Virginia
$351K
Envestnet Portfolio Solutions
440
Envestnet Portfolio Solutions
Illinois
$349K +$349K +5,001 New
PAS
441
Park Avenue Securities
New York
$349K +$349K +4,996 New
Carson Wealth (CWM LLC)
442
Carson Wealth (CWM LLC)
Nebraska
$340K -$4.05K -58 -1%
BSW
443
Buckingham Strategic Wealth
Missouri
$336K -$18.2K -261 -5%
BMSSC
444
B. Metzler seel. Sohn & Co
Germany
$336K
CCA
445
Checchi Capital Advisers
California
$333K -$3.35K -48 -1%
RWA
446
River Wealth Advisors
Pennsylvania
$332K
FFM
447
Forum Financial Management
Illinois
$330K
LNWWM
448
Laird Norton Wetherby Wealth Management
California
$325K -$28.8K -413 -8%
GIA
449
Gateway Investment Advisers
Ohio
$322K -$17.5K -251 -5%
AA
450
ALPS Advisors
Colorado
$321K +$321K +4,600 New