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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
LIP
26
Liontrust Investment Partners
United Kingdom
$100M -$3.42M -53,829 -4%
Legal & General Group
27
Legal & General Group
United Kingdom
$93M +$1.05M +16,554 +1%
MAM
28
Madison Asset Management
Wisconsin
$90.4M -$90.6K -1,425 -0.1%
CAM
29
Close Asset Management
United Kingdom
$89.8M +$364K +5,718 +0.4%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86.4M +$2.37M +37,291 +3%
Victory Capital Management
31
Victory Capital Management
Texas
$84.5M +$301K +4,733 +0.4%
Charles Schwab
32
Charles Schwab
California
$83M +$195K +3,070 +0.3%
Royal London Asset Management
33
Royal London Asset Management
United Kingdom
$80.7M +$13.5M +212,671 +22%
Millennium Management
34
Millennium Management
New York
$71.4M -$33M -518,643 -33%
Capital World Investors
35
Capital World Investors
California
$64.7M +$59.7M +939,190 New
CS
36
Credit Suisse
Switzerland
$63.3M +$34.3M +539,013 +141%
Kayne Anderson Rudnick Investment Management
37
Kayne Anderson Rudnick Investment Management
California
$63M +$58.2M +915,080 +1,173,179%
Barclays
38
Barclays
United Kingdom
$62.1M +$38.8M +609,644 +209%
N
39
Nuveen
North Carolina
$61M -$2.75M -43,242 -5%
Swiss National Bank
40
Swiss National Bank
Switzerland
$60.1M -$5.27M -82,900 -9%
JP Morgan Chase
41
JP Morgan Chase
New York
$59.5M +$23.1M +363,905 +73%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$52M -$25.2M -395,663 -34%
TIA
43
Tandem Investment Advisors
South Carolina
$47.2M -$738K -11,598 -2%
UBS AM
44
UBS AM
Illinois
$46.8M
TCM
45
TimesSquare Capital Management
New York
$45.3M -$9.4M -147,730 -18%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$44.1M -$5.62M -88,348 -12%
BFM
47
Boston Financial Management
Massachusetts
$44M +$34.8K +547 +0.1%
Ameriprise
48
Ameriprise
Minnesota
$43M -$1.4M -22,065 -3%
CIM
49
Confluence Investment Management
Missouri
$42.9M -$40.6K -638 -0.1%
RJA
50
Raymond James & Associates
Florida
$40.9M +$2.3M +36,208 +6%