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Brown & Brown

675 hedge funds and large institutions have $15.1B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 240 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+54
Holders Change %
+8.7%
% of All Funds
9.9%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
106
Increased
240
Reduced
225
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
QCM
451
Qsemble Capital Management
New York
$398K +$398K +5,600 New
VI
452
Vestcor Inc
New Brunswick, Canada
$398K -$4.27K -60 -1%
Fifth Third Bancorp
453
Fifth Third Bancorp
Ohio
$394K +$16.8K +236 +4%
BAM
454
Blueshift Asset Management
New Jersey
$393K +$393K +5,525 New
Carson Wealth (CWM LLC)
455
Carson Wealth (CWM LLC)
Nebraska
$386K +$40.1K +564 +12%
Vontobel Holding
456
Vontobel Holding
Switzerland
$375K
PWG
457
Portside Wealth Group
Utah
$373K +$373K +5,242 New
Brown Advisory
458
Brown Advisory
Maryland
$370K +$67K +942 +22%
CC
459
Cipher Capital
New York
$363K +$363K +5,099 New
WorldQuant Millennium Advisors
460
WorldQuant Millennium Advisors
New York
$361K -$1.57M -22,026 -81%
CCA
461
Cadent Capital Advisors
Oklahoma
$359K +$71 +1 +0%
FPCG
462
Forum Private Client Group
Indiana
$354K +$354K +4,974 New
ET
463
Entropy Technologies
New York
$353K +$353K +4,964 New
DC
464
Davenport & Co
Virginia
$351K -$6.76K -95 -2%
BS
465
Banco Santander
Spain
$350K +$350K +4,923 New
HAG
466
HighPoint Advisor Group
Illinois
$348K +$348K +4,055 New
GXJ
467
Global X Japan
Japan
$342K +$342K +4,811 New
FCP
468
Fidelis Capital Partners
Florida
$339K +$19.6K +276 +6%
EDRH
469
Edmond de Rothschild Holding
Switzerland
$337K +$337K +4,740 New
LNWWM
470
Laird Norton Wetherby Wealth Management
California
$337K +$5.76K +81 +2%
FFM
471
Forum Financial Management
Illinois
$335K -$1.35K -19 -0.4%
CIA
472
Concurrent Investment Advisors
Florida
$335K +$335K +4,705 New
SFI
473
Siemens Fonds Invest
Germany
$334K +$116K +1,628 +53%
GSEP
474
Golden State Equity Partners
California
$332K +$69.8K +982 +27%
CCA
475
Checchi Capital Advisers
California
$330K -$8.18K -115 -2%