BRO icon

Brown & Brown

620 hedge funds and large institutions have $14.1B invested in Brown & Brown in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 216 increasing their positions, 220 reducing their positions, and 41 closing their positions.

Holders
620
Holders Change
+22
Holders Change %
+3.68%
% of All Funds
9.89%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
68
Increased
216
Reduced
220
Closed
41
Calls
$12.5M
Puts
$5.58M
Net Calls
+$6.87M
Net Calls Change
+$995K
Name Market Value Shares Shares
Change
Shares
Change %
AAM
526
Advisors Asset Management
Colorado
$85.6K 1,225 -379 -24%
AWM
527
Atticus Wealth Management
Florida
$81.7K 1,170
SWM
528
Spire Wealth Management
Virginia
$79.3K 1,135 +3 +0.3%
MA
529
Montag & Associates
Georgia
$68.4K 980 -397 -29%
DGAM
530
Desjardins Global Asset Management
Quebec, Canada
$66.3K 949 -449 -32%
AGWCA
531
Annis Gardner Whiting Capital Advisors
Florida
$59.2K 847 +847 New
CSPIA
532
Cary Street Partners Investment Advisory
Virginia
$58.7K 840 -75 -8%
FHA
533
First Horizon Advisors
Tennessee
$57.3K 821
OCM
534
Orion Capital Management
California
$56.4K 807 +807 New
WTG
535
West Tower Group
Virginia
$55.7K 798 +410 +106%
C
536
Covestor
United Kingdom
$54K 770 -7 -0.9%
GRP
537
Global Retirement Partners
California
$53.3K 758 +208 +38%
HNB
538
Huntington National Bank
Ohio
$52.5K 752 +100 +15%
PFBT
539
Parkside Financial Bank & Trust
Missouri
$51.5K 737 +26 +4%
GWMIA
540
Global Wealth Management Investment Advisory
Florida
$50.3K 720
AWM
541
Avior Wealth Management
Nebraska
$49.3K 706 -80 -10%
GCM
542
Gables Capital Management
Florida
$46.7K 668
AF
543
Allworth Financial
California
$45.7K 654 -140 -18%
QC
544
Quent Capital
New York
$45.2K 647 +51 +9%
MPWT
545
MassMutual Private Wealth & Trust
Connecticut
$44.6K 639 +109 +21%
GM
546
GeoWealth Management
Illinois
$43K 609 -8,519 -93%
GWSG
547
GPS Wealth Strategies Group
Colorado
$41.1K 589 +354 +151%
CP
548
Castleview Partners
Texas
$36.3K 520
OAJ
549
Ogorek Anthony Joseph
New York
$35K 504
ADL
550
Asset Dedication LLC
California
$35K 506