BRO icon

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 %
FG
651
Fairman Group
Pennsylvania
$2.06K +$2.06K +29 New
PVH
652
Psagot Value Holdings
Israel
$2K
BGAI
653
Bruce G. Allen Investments
Colorado
$1.92K +$1.92K +27 New
VWM
654
Venturi Wealth Management
Texas
$1.85K +$782 +11 +73%
RS
655
Rakuten Securities
Japan
$1.85K +$1.85K +26 New
TCA
656
Trifecta Capital Advisors
Illinois
$1.71K
BIA
657
Bell Investment Advisors
California
$1.42K
NFSG
658
Newbridge Financial Services Group
Florida
$1.42K +$1.42K +20 New
LOIP
659
Live Oak Investment Partners
Texas
$1.28K -$1.26K
AssetMark Inc
660
AssetMark Inc
California
$1.21K +$1.21K +17 New
DIP
661
DT Investment Partners
Pennsylvania
$1.18K
BCMLT
662
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.06K
AW
663
Avion Wealth
Texas
$1K -$714 -10 -42%
FMP
664
Financial Management Professionals
Texas
$1K
TSW
665
Thompson Siegel & Walmsley
Virginia
$1K +$1K +20 New
VNA
666
Valley National Advisers
Pennsylvania
$1K +$1K +25 New
DF
667
Dunhill Financial
United Kingdom
$997 +$997 +14 New
S
668
Sachetta
Massachusetts
$783 +$783 +11 New
WWM
669
Wolff Wiese Magana
California
$712
TVAMP
670
Tennessee Valley Asset Management Partners
Tennessee
$576 +$576 +8 New
AWM
671
Abound Wealth Management
Tennessee
$498
RCM
672
Raleigh Capital Management
North Carolina
$356 +$356 +5 New
BF
673
BOK Financial
Oklahoma
$284
FPF
674
First Pacific Financial
Washington
$214 +$214 +3 New
AAP
675
Arax Advisory Partners
Colorado
$143