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Brown & Brown

571 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, 228 increasing their positions, 193 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

896% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $262K

23% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 62

18% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 193

1% more funds holding

Funds holding: 566571 (+5)

0.25% more ownership

Funds ownership: 70.88%71.13% (+0.25%)

7% less capital invested

Capital invested by funds: $12.1B → $11.3B (-$796M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
571
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
9.18%
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
228
Reduced
193
Closed
62
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
526
BerganKDV Wealth Management
Minnesota
$7.46K
BAAM
527
Baker Avenue Asset Management
California
$7.46K +$7.66K +131 New
FMII
528
Farmers & Merchants Investments Inc
Nebraska
$6.55K
Jones Financial Companies
529
Jones Financial Companies
Missouri
$6K +$5.73K +98 New
ZB
530
Zions Bancorporation
Utah
$5.41K
VCM
531
Vigilant Capital Management
Maine
$5K
Kayne Anderson Rudnick Investment Management
532
Kayne Anderson Rudnick Investment Management
California
$4.44K
FFC
533
First Financial Corp
Indiana
$4.21K -$17.4K -298 -80%
AF
534
Advisornet Financial
Minnesota
$4.1K +$994 +17 +31%
SC
535
Schubert & Co
Texas
$3.99K -$175 -3 -4%
LC
536
Lindbrook Capital
California
$3.65K -$6.67K -114 -64%
CSWM
537
Cassady Schiller Wealth Management
Ohio
$3.36K +$3.45K +59 New
WT
538
Washington Trust
Rhode Island
$3.3K +$585 +10 +21%
CTC
539
Central Trust Company
Missouri
$3.25K +$58 +1 +2%
CA
540
Crewe Advisors
Utah
$3.08K -$4.39K -75 -58%
FCA
541
Fortis Capital Advisors
Kansas
$2.9K +$2.98K +51 New
IAA
542
Independent Advisor Alliance
North Carolina
$2.8K -$12.8K -219 -0.4%
PMFA
543
Plante Moran Financial Advisors
Michigan
$2.79K
PWMG
544
Prestige Wealth Management Group
New Jersey
$2.62K -$1.34K -23 -33%
BIA
545
Bell Investment Advisors
California
$2.62K +$526 +9 +24%
JFG
546
JDM Financial Group
Texas
$2.56K +$2.63K +45 New
BAM
547
Bellevue Asset Management
Washington
$2.43K +$292 +5 +13%
VCM
548
Versant Capital Management
Arizona
$2.22K
EWA
549
EverSource Wealth Advisors
Alabama
$2.17K +$2.22K +38 New
TAM
550
Tucker Asset Management
Colorado
$2.08K