BRO icon

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 %
GT
501
Greenleaf Trust
Michigan
$266K -$19.1K -269 -7%
SSW
502
Smith Shellnut Wilson
Mississippi
$262K
BHCM
503
Brevan Howard Capital Management
Jersey
$260K +$260K +3,656 New
NG
504
Norden Group
Utah
$258K +$258K +3,630 New
MWM
505
Mattern Wealth Management
Kansas
$257K -$3.27K -46 -1%
CAMG
506
CWA Asset Management Group
Florida
$256K +$256K +3,604 New
WHCI
507
W.H. Cornerstone Investments
Massachusetts
$251K +$427 +6 +0.2%
HWM
508
HB Wealth Management
Georgia
$251K +$37.6K +529 +18%
AWS
509
Atria Wealth Solutions
New York
$250K +$250K +3,520 New
DWM
510
Darwin Wealth Management
Florida
$242K
LWAM
511
Legacy Wealth Asset Management
Minnesota
$240K +$240K +3,379 New
Cetera Investment Advisers
512
Cetera Investment Advisers
Illinois
$240K +$240K +3,376 New
HI
513
Horizon Investments
North Carolina
$237K -$18.7K -263 -7%
UCFA
514
United Capital Financial Advisors
Texas
$237K +$237K +3,330 New
MGIA
515
Moneta Group Investment Advisors
Missouri
$236K +$236K +3,318 New
BP
516
Ballentine Partners
Massachusetts
$234K +$234K +3,296 New
NIM
517
NEOS Investment Management
Connecticut
$232K +$232K +3,261 New
Wolverine Trading
518
Wolverine Trading
Illinois
$231K +$231K +3,253 New
RWM
519
Revisor Wealth Management
Ohio
$230K -$62.4K -877 -21%
BCI
520
Brinker Capital Investments
Pennsylvania
$229K +$229K +3,176 New
OPS
521
Orion Portfolio Solutions
Nebraska
$229K +$229K +3,176 New
CFA
522
CWS Financial Advisors
Michigan
$226K -$69.9K -983 -24%
CCP
523
Carmel Capital Partners
California
$225K +$88.9K +1,250 +65%
PIWA
524
Prevail Innovative Wealth Advisors
Kansas
$225K +$225K +3,158 New
AIM
525
Anchor Investment Management
South Carolina
$219K