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Brown & Brown

562 hedge funds and large institutions have $11.6B invested in Brown & Brown in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-5
Holders Change %
-0.88%
% of All Funds
8.99%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
53
Increased
240
Reduced
177
Closed
48
Calls
$3M
Puts
$2.17M
Net Calls
+$827K
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
451
Tradition Wealth Management
Minnesota
$123K +$10K +174 +9%
BEI
452
Benjamin Edwards Inc
Missouri
$122K -$344 -6 -0.3%
IA
453
IFP Advisors
Florida
$121K -$134K -4,786 -53%
CI Investments Inc
454
CI Investments Inc
Ontario, Canada
$112K -$3.78K -66 -3%
CCA
455
Column Capital Advisors
Indiana
$109K
Capstone Investment Advisors
456
Capstone Investment Advisors
New York
$107K +$107K +1,857 New
AAM
457
Advisors Asset Management
Colorado
$100K -$23.8K -415 -19%
PA
458
Parallel Advisors
California
$88.9K +$5.23K +91 +6%
FFA
459
Farther Finance Advisors
California
$88.8K -$11.4K -198 -11%
SIM
460
Sentry Investment Management
Wisconsin
$87K -$1.03K -18 -1%
TCOV
461
Trust Company of Vermont
Vermont
$80.4K
MA
462
Montag & Associates
Georgia
$79.1K -$20.2K -351 -20%
S
463
SignatureFD
Georgia
$73.9K -$6.03K -105 -8%
GEA
464
Glen Eagle Advisors
New Jersey
$71.8K
PCM
465
Penserra Capital Management
California
$69K
AFS
466
Annapolis Financial Services
Maryland
$68.9K
AWM
467
Atticus Wealth Management
Florida
$67.2K
DGAM
468
Desjardins Global Asset Management
Quebec, Canada
$61K +$61K +1,055 New
SWM
469
Spire Wealth Management
Virginia
$59.1K +$44.9K +783 +317%
T
470
TOBAM
France
$57K -$8.8K -154 -13%
C
471
Covestor
United Kingdom
$55K +$7.54K +131 +16%
FHA
472
First Horizon Advisors
Tennessee
$47.1K +$47.1K +821 New
OCM
473
Orion Capital Management
California
$46.3K +$46.3K +807 New
QL
474
Quarry LP
New York
$46K +$32.2K +561 +234%
TFP
475
Tilia Fiduciary Partners
North Carolina
$45.7K