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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 %
T
476
TOBAM
France
$66K +$66K +1,152 New
MWM
477
MinichMacGregor Wealth Management
New York
$62.8K +$62.8K +1,102 New
CA
478
CoreCap Advisors
Michigan
$55.2K +$55.2K +969 New
PFBT
479
Parkside Financial Bank & Trust
Missouri
$51.6K +$22.3K +391 +76%
C
480
Covestor
United Kingdom
$47K +$11.7K +205 +33%
TFP
481
Tilia Fiduciary Partners
North Carolina
$45.3K
USCWA
482
U.S. Capital Wealth Advisors
Texas
$42.5K +$42.5K +746 New
GCM
483
Gables Capital Management
Florida
$38.1K
APF
484
Alaska Permanent Fund
Alaska
$36K
QC
485
Quent Capital
New York
$33.6K +$4.9K +86 +17%
Pacer Advisors
486
Pacer Advisors
Pennsylvania
$30.9K +$3.7K +65 +14%
CP
487
Castleview Partners
Texas
$29.6K -$14K -245 -32%
Loomis, Sayles & Company
488
Loomis, Sayles & Company
Massachusetts
$29K +$3.86K +68 +15%
ADL
489
Asset Dedication LLC
California
$29K +$29K +506 New
AF
490
Allworth Financial
California
$28.8K -$4.39K -77 -13%
OAJ
491
Ogorek Anthony Joseph
New York
$28K
BHWM
492
Beaird Harris Wealth Management
Texas
$25.2K +$2.51K +44 +11%
MPCL
493
My Personal CFO LLC
Washington
$24.6K +$24.6K +431 New
CSPIA
494
Cary Street Partners Investment Advisory
Virginia
$22.8K +$22.8K +400 New
AAG
495
Armstrong Advisory Group
Massachusetts
$22.8K +$22.8K +400 New
TPCW
496
TD Private Client Wealth
New York
$21.6K +$9.69K +170 +81%
TFM
497
TFC Financial Management
Massachusetts
$21.4K
FIA
498
FNY Investment Advisers
New York
$19K -$27.7K -507 -59%
MPWT
499
MassMutual Private Wealth & Trust
Connecticut
$19K -$630 -11 -3%
JWM
500
Janiczek Wealth Management
Colorado
$17.8K