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Brown & Brown

569 hedge funds and large institutions have $11.8B invested in Brown & Brown in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 225 increasing their positions, 176 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
-4
Holders Change %
-0.7%
% of All Funds
9.62%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
84
Increased
225
Reduced
176
Closed
74
Calls
$4.87M
Puts
$6.89M
Net Calls
-$2.02M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
526
GPS Wealth Strategies Group
Colorado
$8K
MCC
527
Money Concepts Capital
Florida
$8K
SA
528
SRH Advisors
Kansas
$8K
BWM
529
BerganKDV Wealth Management
Minnesota
$8K
BC
530
Bartlett & Co
Ohio
$8K +$8K +132 New
Bank of Montreal
531
Bank of Montreal
Ontario, Canada
$7.88K -$887 -14,841 -10%
BCWM
532
Bartlett & Co Wealth Management
Ohio
$7.7K +$7.7K +132 New
MA
533
Montag & Associates
Georgia
$6K
ZB
534
Zions Bancorporation
Utah
$6K +$758 +12 +14%
TWA
535
TCI Wealth Advisors
Arizona
$6K +$6K +102 New
RIM
536
Rockbridge Investment Management
New York
$5.13K
VCM
537
Vigilant Capital Management
Maine
$5K
FMII
538
Farmers & Merchants Investments Inc
Nebraska
$5K
PWMG
539
Prestige Wealth Management Group
New Jersey
$4K -$8.16K -157 -67%
CFO
540
CVA Family Office
Colorado
$4K
GKIM
541
GW&K Investment Management
Massachusetts
$4K +$2.8K +51 +232%
OLVIG
542
Oliver Lagore Vanvalin Investment Group
Michigan
$4K +$4K +75 New
CTC
543
Central Trust Company
Missouri
$3K
WT
544
Washington Trust
Rhode Island
$3K +$245 +4 +9%
DI
545
Disciplined Investments
Oklahoma
$3K +$383 +6 +15%
SC
546
Schubert & Co
Texas
$3K +$559 +11 +23%
CA
547
Crewe Advisors
Utah
$3K +$3K +54 New
HS
548
Horan Securities
United States
$3K +$3K +55 New
AF
549
Advisornet Financial
Minnesota
$2K -$32.1K -562 -94%
Loomis, Sayles & Company
550
Loomis, Sayles & Company
Massachusetts
$2K -$1.33K -18 -40%