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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 %
PA
551
Parallel Advisors
California
$119K +$3.34K +47 +3%
FFA
552
Farther Finance Advisors
California
$118K -$213 -3 -0.2%
S
553
SignatureFD
Georgia
$113K +$5.97K +84 +6%
TCOV
554
Trust Company of Vermont
Vermont
$99.6K
IA
555
IFP Advisors
Florida
$96.9K -$20.1K -282 -17%
FDCDDQ
556
Federation des caisses Desjardins du Quebec
Quebec, Canada
$88.9K
GEA
557
Glen Eagle Advisors
New Jersey
$88.9K
SIM
558
Sentry Investment Management
Wisconsin
$88K -$9.48K -133 -10%
SWM
559
Spire Wealth Management
Virginia
$85.9K +$973 +13 +1%
AFS
560
Annapolis Financial Services
Maryland
$85.3K -$2.56K -36 -3%
AWM
561
Atticus Wealth Management
Florida
$83.2K
WTG
562
West Tower Group
Virginia
$73.7K +$17K +239 +30%
FHA
563
First Horizon Advisors
Tennessee
$71.7K +$13.3K +187 +23%
MA
564
Montag & Associates
Georgia
$69.7K
DGAM
565
Desjardins Global Asset Management
Quebec, Canada
$68.4K +$924 +13 +1%
MSWM
566
McGlone Suttner Wealth Management
Wisconsin
$61.2K +$61.2K +860 New
AGWCA
567
Annis Gardner Whiting Capital Advisors
Florida
$60.3K +$71 +1 +0.1%
T
568
TOBAM
France
$60K -$122K -1,709 -67%
GRP
569
Global Retirement Partners
California
$59.5K +$2.98K +40 +5%
AAM
570
Advisors Asset Management
Colorado
$59K -$28.2K -396 -32%
OCM
571
Orion Capital Management
California
$57.4K
GM
572
GeoWealth Management
Illinois
$57K +$13.8K +195 +32%
C
573
Covestor
United Kingdom
$55K +$142 +2 +0.3%
QL
574
Quarry LP
New York
$53.8K +$53.8K +756 New
GWMIA
575
Global Wealth Management Investment Advisory
Florida
$51.2K