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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
ACM
626
Acrisure Capital Management
Texas
-$232K -4,049 Closed
AG
627
AIA Group
Hong Kong
-$217K -3,775 Closed
MYAM
628
Meiji Yasuda Asset Management
Japan
-$215K -3,740 Closed
CRC
629
Curi RMB Capital
Illinois
-$213K -3,715 Closed
MGIM
630
M&G Investment Management
United Kingdom
-$200K -3,513 Closed
BAM
631
Belpointe Asset Management
Nevada
-$165K -2,882 Closed
OCM
632
Orion Capital Management
California
-$46.3K -807 Closed
CFB
633
Cullen/Frost Bankers
Texas
-$20.7K -360 Closed
ST
634
Sageworth Trust
Pennsylvania
-$18.7K -325 Closed
BTI
635
Blue Trust Inc
Georgia
-$9.6K -151 -98%
CIA
636
Cape Investment Advisory
Georgia
-$6.14K -107 Closed
Simplex Trading
637
Simplex Trading
Illinois
-$6.42K -101 Closed
FCA
638
Fortis Capital Advisors
Kansas
-$2.99K -52 Closed
PMFA
639
Plante Moran Financial Advisors
Michigan
-$2.81K -49 Closed
SC
640
Schubert & Co
Texas
-$2.76K -48 Closed
AAS
641
Ameritas Advisory Services
Nebraska
-$1.53K -25 Closed
GFWA
642
Grey Fox Wealth Advisors
Delaware
-$1.38K -24 Closed
TWA
643
TCI Wealth Advisors
Arizona
-$575 -10 Closed
CBT
644
Central Bank & Trust
Kentucky
-$229 -4 Closed
AW
645
Avion Wealth
Texas
+$572 +9 New