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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 %
AIM
451
Anchor Investment Management
South Carolina
$175K -$11.4K -200 -6%
BAMF
452
BI Asset Management Fondsmaeglerselskab
Denmark
$172K +$172K +3,020 New
GTCM
453
Gyon Technologies Capital Management
New Jersey
$169K -$228K -4,005 -57%
PTC
454
Private Trust Company
Ohio
$167K
ST
455
Smithfield Trust
Pennsylvania
$143K
SOW
456
State of Wyoming
Wyoming
$138K +$116K +2,032 +524%
AAM
457
Advisors Asset Management
Colorado
$123K -$11.6K -203 -9%
BEI
458
Benjamin Edwards Inc
Missouri
$122K -$11.9K -208 -9%
BAM
459
Belpointe Asset Management
Nevada
$118K +$118K +2,080 New
CI Investments Inc
460
CI Investments Inc
Ontario, Canada
$115K +$97.4K +1,711 +552%
TWM
461
Tradition Wealth Management
Minnesota
$112K
CCA
462
Column Capital Advisors
Indiana
$108K
FFA
463
Farther Finance Advisors
California
$99.4K +$99.4K +1,744 New
MA
464
Montag & Associates
Georgia
$98.4K
O
465
Ossiam
France
$88.5K -$1.66M -29,160 -95%
SIM
466
Sentry Investment Management
Wisconsin
$88K +$7.82K +137 +10%
Dimensional Fund Advisors
467
Dimensional Fund Advisors
Texas
$83.8K -$1.67K -29,228 -2%
PA
468
Parallel Advisors
California
$83K -$33.6K -589 -29%
OWA
469
One Wealth Advisors
California
$80.2K +$80.2K +1,408 New
TCOV
470
Trust Company of Vermont
Vermont
$79.8K
S
471
SignatureFD
Georgia
$79.3K -$456 -8 -0.6%
GEA
472
Glen Eagle Advisors
New Jersey
$71.2K
AFS
473
Annapolis Financial Services
Maryland
$68.4K
PCM
474
Penserra Capital Management
California
$68K -$7.25K -130 -10%
AWM
475
Atticus Wealth Management
Florida
$66.7K