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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 %
GS
476
GTS Securities
New York
$330K +$330K +4,634 New
GIA
477
Gateway Investment Advisers
Ohio
$328K
ST
478
Somerset Trust
Pennsylvania
$324K -$83.2K -1,170 -20%
SEM
479
Suncoast Equity Management
Florida
$322K +$322K +4,530 New
RWA
480
River Wealth Advisors
Pennsylvania
$319K -$19.3K -271 -6%
FA
481
FDx Advisors
Illinois
$315K -$426 -6 -0.1%
PVI
482
Pine Valley Investments
New Jersey
$314K +$40.6K +571 +15%
SAM
483
Strategy Asset Managers
California
$310K -$1.14K -16 -0.4%
DT
484
Diversified Trust
Tennessee
$310K +$5.97K +84 +2%
AA
485
ALPS Advisors
Colorado
$309K -$17.6K -248 -5%
SP
486
Symmetry Partners
Connecticut
$306K -$142K -1,997 -32%
SIA
487
Schechter Investment Advisors
Michigan
$306K -$55K -774 -15%
AIMCA
488
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$299K
FI
489
FJ Investments
Utah
$292K +$292K +4,102 New
SCA
490
Stonebridge Capital Advisors
Minnesota
$292K
AAIS
491
ABN AMRO Investment Solutions
$288K
MIC
492
Means Investment Company
Maine
$284K
RCM
493
Radnor Capital Management
Pennsylvania
$284K
DEA
494
DoubleLine ETF Adviser
Florida
$281K +$22.8K +320 +9%
AAS
495
Avantax Advisory Services
Texas
$280K +$280K +3,936 New
AWAU
496
Alliance Wealth Advisors (Utah)
Utah
$278K +$278K +3,908 New
FTDI
497
First Trust Direct Indexing
Massachusetts
$274K +$23.1K +325 +9%
BSW
498
Buckingham Strategic Wealth
Missouri
$273K -$69K -971 -20%
SF
499
Summit Financial
New Jersey
$267K +$26K +365 +11%
IGAM
500
iA Global Asset Management
Quebec, Canada
$267K +$7.18K +101 +3%