We are live on ! Find out more
BRO icon

Brown & Brown

566 hedge funds and large institutions have $12.1B invested in Brown & Brown in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 208 increasing their positions, 219 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

349% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $326K

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

3% more capital invested

Capital invested by funds: $11.8B → $12.1B (+$323M)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0.72% less ownership

Funds ownership: 71.6%70.88% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 219

1% less funds holding

Funds holding: 574566 (-8)

Holders
566
Holders Change
-8
Holders Change %
-1.39%
% of All Funds
9.75%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
49
Increased
208
Reduced
219
Closed
48
Calls
$1.46M
Puts
$326K
Net Calls
+$1.14M
Net Calls Change
+$3.16M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
476
Glen Eagle Advisors
New Jersey
$75.6K
AFS
477
Annapolis Financial Services
Maryland
$73K
AWM
478
Atticus Wealth Management
Florida
$68K
Rockefeller Capital Management
479
Rockefeller Capital Management
New York
$64K -$18.1K -288 -21%
ACA
480
Atlas Capital Advisors
Wyoming
$53.4K
HR
481
Howe & Rusling
New York
$51K
FIA
482
FNY Investment Advisers
New York
$51K +$53.8K +855 New
TFP
483
Tilia Fiduciary Partners
North Carolina
$49K
CP
484
Castleview Partners
Texas
$46K +$45.6K +724 +1,766%
SIC
485
SJS Investment Consulting
Ohio
$44K +$45.3K +720 New
CFGS
486
Concourse Financial Group Securities
Alabama
$41K +$6.29K +100 +17%
CT
487
Caldwell Trust
Florida
$40.9K
GCM
488
Gables Capital Management
Florida
$40K -$14.2K -225 -25%
MAM
489
Meeder Asset Management
Ohio
$39K -$629 -10 -2%
C
490
Covestor
United Kingdom
$38K -$57.6K -916 -60%
APF
491
Alaska Permanent Fund
Alaska
$38K -$23K -366 -37%
AF
492
Allworth Financial
California
$35K +$4.09K +65 +13%
WTA
493
Washington Trust Advisors
Massachusetts
$33K +$1.89K +30 +6%
PFBT
494
Parkside Financial Bank & Trust
Missouri
$31K +$944 +15 +3%
OAJ
495
Ogorek Anthony Joseph
New York
$30K
QC
496
Quent Capital
New York
$30K
Pacer Advisors
497
Pacer Advisors
Pennsylvania
$29K +$6.67K +106 +28%
Loomis, Sayles & Company
498
Loomis, Sayles & Company
Massachusetts
$27K +$26.2K +416 +1,541%
BHWM
499
Beaird Harris Wealth Management
Texas
$24K
SOW
500
State of Wyoming
Wyoming
$23K -$60.9K -968 -71%