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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
BAM
576
Bellevue Asset Management
Washington
$3.37K +$64 +1 +2%
JGIA
577
Jackson Grant Investment Advisers
Connecticut
$3.3K
PWMG
578
Prestige Wealth Management Group
New Jersey
$3.17K
JFG
579
JDM Financial Group
Texas
$3.1K
BIA
580
Bell Investment Advisors
California
$3.1K +$509 +8 +22%
MCM
581
MV Capital Management
Maryland
$2.89K +$445 +7 +20%
SIC
582
SJS Investment Consulting
Ohio
$2.48K -$64 -1 -3%
TAM
583
Tucker Asset Management
Colorado
$2.48K
IHWM
584
Iron Horse Wealth Management
Iowa
$2.41K
CWP
585
Concord Wealth Partners
Virginia
$2.34K
DI
586
Disciplined Investments
Oklahoma
$2.34K +$191 +3 +10%
PVH
587
Psagot Value Holdings
Israel
$2K +$2.23K +35 New
CFGS
588
Concourse Financial Group Securities
Alabama
$2K -$15.9K -250 -90%
EARNEST Partners
589
EARNEST Partners
Georgia
$1.79K
TCA
590
Trifecta Capital Advisors
Illinois
$1.65K
LOIP
591
Live Oak Investment Partners
Texas
$1.24K
DIP
592
DT Investment Partners
Pennsylvania
$1.05K
BCMLT
593
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.04K
FMP
594
Financial Management Professionals
Texas
$1K
UFF
595
USA Financial Formulas
Michigan
$826
WWM
596
Wolff Wiese Magana
California
$689
AWM
597
Abound Wealth Management
Tennessee
$482 +$445 +7 New
VWM
598
Venturi Wealth Management
Texas
$414 +$382 +6 New
HI
599
Harbour Investments
Wisconsin
$275 +$254 +4 New
FGAM
600
Financial Gravity Asset Management
Texas
$180 +$763 +12 +21%