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Brown & Brown

674 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.

Holders
674
Holders Change
+54
Holders Change %
+8.71%
% of All Funds
9.88%
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 %
BTI
601
Blue Trust Inc
Georgia
$19K +$6.63K +96 +54%
JWM
602
Janiczek Wealth Management
Colorado
$18.3K
DAM
603
Delta Asset Management
Tennessee
$17.8K
LC
604
Lindbrook Capital
California
$17.5K +$9.46K +133 +118%
AA
605
Ancora Advisors
Ohio
$15.6K
OA
606
Operose Advisors
Wisconsin
$15.4K
PSB
607
Piscataqua Savings Bank
New Hampshire
$14.5K
CAL
608
Capital Advisors Ltd
Ohio
$14K
DCP
609
DSM Capital Partners
Florida
$13.9K +$13.9K +196 New
LFA
610
LGT Financial Advisors
Texas
$13.4K
EWA
611
EverSource Wealth Advisors
Alabama
$11.7K +$356 +5 +3%
JWA
612
JFS Wealth Advisors
Pennsylvania
$10.7K -$142 -2 -1%
FFA
613
Frazier Financial Advisors
Ohio
$10.7K +$10.7K +150 New
RTL
614
Red Tortoise LLC
Georgia
$10.5K
SA
615
SRH Advisors
Kansas
$9.67K
TWP
616
TFO Wealth Partners
Ohio
$9.67K
GWS
617
Glassman Wealth Services
Virginia
$8.6K +$427 +6 +5%
FMII
618
Farmers & Merchants Investments Inc
Nebraska
$8.18K
HFM
619
Harvest Fund Management
China
$8K
GKIM
620
GW&K Investment Management
Massachusetts
$8K
HWA
621
HHM Wealth Advisors
Tennessee
$7.11K
DSC
622
Duncker Streett & Co
Missouri
$6.61K
RIM
623
Rockbridge Investment Management
New York
$6.26K +$6.26K +88 New
AT
624
Arlington Trust
Alabama
$6.19K +$6.19K +87 New
KFI
625
Key Financial Inc
Pennsylvania
$5.97K