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Brown & Brown

547 hedge funds and large institutions have $14.3B invested in Brown & Brown in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+36
Holders Change %
+7.05%
% of All Funds
8.45%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
94
Increased
187
Reduced
178
Closed
53
Calls
$5.93M
Puts
$5.72M
Net Calls
+$207K
Net Calls Change
+$5.46M
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
501
Concourse Financial Group Securities
Alabama
$14K
PWMG
502
Prestige Wealth Management Group
New Jersey
$14K
PSB
503
Piscataqua Savings Bank
New Hampshire
$14K
RG
504
Retirement Group
California
$12K +$12K +172 New
HNB
505
Huntington National Bank
Ohio
$11K +$2.23K +31 +25%
SA
506
SRH Advisors
Kansas
$10K
GWSG
507
GPS Wealth Strategies Group
Colorado
$10K +$10K +139 New
VRS
508
Virginia Retirement Systems
Virginia
$9.43K
NFG
509
Next Financial Group
Texas
$9K
BWM
510
BerganKDV Wealth Management
Minnesota
$9K
TAM
511
Tucker Asset Management
Colorado
$8.38K +$8.38K +120 New
AS
512
Altshuler Shaham
Israel
$8K -$71K -985 -90%
MA
513
Montag & Associates
Georgia
$7K
PFBT
514
Parkside Financial Bank & Trust
Missouri
$7K
GWS
515
Glassman Wealth Services
Virginia
$7K +$1.07K +16 +18%
SWA
516
Sutton Wealth Advisors
Florida
$6.89K
VCM
517
Vigilant Capital Management
Maine
$6K
RIM
518
Rockbridge Investment Management
New York
$6K
WT
519
Washington Trust
Rhode Island
$6K +$3.07K +42 +105%
QC
520
Quent Capital
New York
$6K +$6K +87 New
SCA
521
Snowden Capital Advisors
New York
$6K +$6K +91 New
ZB
522
Zions Bancorporation
Utah
$5K
SC
523
SouthState Corp
Florida
$4K -$130K -1,789 -97%
CTC
524
Central Trust Company
Missouri
$4K
ADL
525
Asset Dedication LLC
California
$4K