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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
SI
51
Scout Investments
Missouri
$39.6M -$4.44M -69,799 -11%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$38.7M -$2.92M -45,944 -8%
Fidelity International
53
Fidelity International
Bermuda
$35.6M -$4.47M -70,293 -12%
Deutsche Bank
54
Deutsche Bank
Germany
$35.5M -$9.96M -156,553 -23%
Verition Fund Management
55
Verition Fund Management
Connecticut
$35.3M +$15.3M +240,223 +88%
SIC
56
Schwartz Investment Counsel
Michigan
$34M +$2.67M +42,000 +9%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$33.9M +$1.03M +16,205 +3%
SCM
58
Snyder Capital Management
California
$33.8M -$1.41M -22,090 -4%
UBS Group
59
UBS Group
Switzerland
$33M +$9.4M +147,734 +45%
CVA
60
Ceredex Value Advisors
Florida
$32.9M -$16.2M -254,625 -35%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$31.2M +$13.4M +210,375 +87%
LP
62
LMR Partners
United Kingdom
$31M +$28.6M +450,074 New
DP
63
Dundas Partners
United Kingdom
$30.2M
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$28.4M +$362K +5,695 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
65
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$28.3M +$6.81M +107,036 +35%
MFWM
66
Motley Fool Wealth Management
Virginia
$27.8M -$482K -7,579 -2%
Nomura Asset Management
67
Nomura Asset Management
Japan
$27.2M +$2.61M +41,020 +12%
OCM
68
Osterweis Capital Management
California
$27.2M +$121K +1,904 +0.5%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$26.9M -$433K -6,803 -2%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$26.3M -$211M -3,318,277 -90%
National Pension Service
71
National Pension Service
South Korea
$26M -$217K -3,417 -0.9%
Citigroup
72
Citigroup
New York
$24.3M -$652K -10,249 -3%
Stifel Financial
73
Stifel Financial
Missouri
$23.9M +$540K +8,495 +3%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$23.2M +$274K +4,306 +1%
PC
75
PhiloSmith Capital
Connecticut
$22.4M