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Brown & Brown

604 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 229 increasing their positions, 197 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $1.61M

98% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 40

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

20% more capital invested

Capital invested by funds: $11.6B → $13.9B (+$2.31B)

16% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 197

7% more funds holding

Funds holding: 566604 (+38)

0.33% more ownership

Funds ownership: 71.26%71.59% (+0.33%)

Holders
604
Holders Change
+38
Holders Change %
+6.71%
% of All Funds
9.48%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
79
Increased
229
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
526
Castleview Partners
Texas
$35.8K
PA
527
PSI Advisors
Florida
$35.7K +$33K +519 New
ADL
528
Asset Dedication LLC
California
$35K
OAJ
529
Ogorek Anthony Joseph
New York
$34K
SOW
530
State of Wyoming
Wyoming
$28.8K +$5.03K +79 +23%
AAG
531
Armstrong Advisory Group
Massachusetts
$27.5K
BHWM
532
Beaird Harris Wealth Management
Texas
$27.5K
WTG
533
West Tower Group
Virginia
$26.7K +$24.7K +388 New
TFM
534
TFC Financial Management
Massachusetts
$26.6K +$636 +10 +3%
QL
535
Quarry LP
New York
$26.2K -$26.8K -421 -53%
FCAG
536
First Capital Advisors Group
New Jersey
$26.2K +$24.2K +380 New
TPCW
537
TD Private Client Wealth
New York
$23.3K -$2.16K -34 -9%
SSG
538
Summit Securities Group
New York
$21K -$9.73K -153 -33%
QCG
539
Quadrant Capital Group
Ohio
$19.4K
TWC
540
TD Waterhouse Canada
Ontario, Canada
$18.6K
CTB
541
Country Trust Bank
Illinois
$18.6K
JWM
542
Janiczek Wealth Management
Colorado
$17.8K -$1.97K -31 -11%
DAM
543
Delta Asset Management
Tennessee
$17.2K
GWSG
544
GPS Wealth Strategies Group
Colorado
$16.2K +$6.11K +96 +69%
AA
545
Ancora Advisors
Ohio
$15.1K
PSB
546
Piscataqua Savings Bank
New Hampshire
$14K
LS
547
Livforsakringsbolaget Skandia
Sweden
$13.8K
SWA
548
Sutton Wealth Advisors
Florida
$13.2K
PPC
549
Park Place Capital
Alabama
$13.1K +$12.1K +191 New
CAL
550
Capital Advisors Ltd
Ohio
$13K +$8.21K +129 +195%