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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 %
MPWT
576
MassMutual Private Wealth & Trust
Connecticut
$50.5K +$5.05K +71 +11%
HNB
577
Huntington National Bank
Ohio
$48.9K -$4.62K -65 -9%
GCM
578
Gables Capital Management
Florida
$47.5K
QC
579
Quent Capital
New York
$46K
PFBT
580
Parkside Financial Bank & Trust
Missouri
$45.1K -$7.33K -103 -14%
MFG
581
Mendota Financial Group
Wisconsin
$42K +$42K +590 New
GWSG
582
GPS Wealth Strategies Group
Colorado
$41.9K
RIM
583
Rakuten Investment Management
Japan
$41.7K +$41.7K +588 New
AF
584
Allworth Financial
California
$41.4K -$5.12K -72 -11%
CFGS
585
Concourse Financial Group Securities
Alabama
$40.2K +$38.8K +546 +2,874%
LS
586
Livforsakringsbolaget Skandia
Sweden
$39K +$24.7K +348 +174%
CP
587
Castleview Partners
Texas
$37K
PPC
588
Park Place Capital
Alabama
$36.2K +$22.6K +318 +166%
ADL
589
Asset Dedication LLC
California
$36K
PA
590
PSI Advisors
Florida
$35.4K
OAJ
591
Ogorek Anthony Joseph
New York
$35K
AWM
592
Avior Wealth Management
Nebraska
$33.3K -$16.9K -238 -34%
FFO
593
Fortitude Family Office
Arizona
$30.8K +$30.8K +433 New
AAG
594
Armstrong Advisory Group
Massachusetts
$28.4K
BHWM
595
Beaird Harris Wealth Management
Texas
$28.4K
TFM
596
TFC Financial Management
Massachusetts
$27.4K
TWC
597
TD Waterhouse Canada
Ontario, Canada
$27.1K +$7.61K +108 +39%
LFG
598
Larson Financial Group
Missouri
$24.4K
TPCW
599
TD Private Client Wealth
New York
$24K -$1.64K -23 -6%
OP
600
ORG Partners
Indiana
$21.4K -$545K -7,658 -96%