We are live on ! Find out more
BRO icon

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
BC
101
Brookfield Corp
Ontario, Canada
$14.3M -$11.1M -174,561 -46%
Diamond Hill Capital Management
102
Diamond Hill Capital Management
Ohio
$14.3M -$945K -14,856 -7%
KCM
103
Kennedy Capital Management
Missouri
$14M +$5.66M +88,918 +78%
VF
104
Vest Financial
Virginia
$13.3M +$1.48M +23,259 +13%
STCG
105
Speece Thorson Capital Group
Minnesota
$13.3M -$132K -2,073 -1%
Mitsubishi UFJ Trust & Banking
106
Mitsubishi UFJ Trust & Banking
Japan
$13.1M -$3.7M -58,153 -23%
Prudential Financial
107
Prudential Financial
New Jersey
$13.1M -$3.53M -55,511 -21%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$12.9M -$4.48M -70,464 -27%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$12.7M +$223K +3,499 +2%
Aviva
110
Aviva
United Kingdom
$12.4M -$12.2M -192,418 -52%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.1M +$2.7M +42,465 +32%
KBC Group
112
KBC Group
Belgium
$12.1M +$4.07M +63,916 +57%
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$11.7M +$6.23M +97,930 +136%
BHWM
114
Bar Harbor Wealth Management
New Hampshire
$11.1M -$8.08K -127 -0.1%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$11.1M +$2.5M +39,343 +32%
BBHC
116
Brown Brothers Harriman & Co
New York
$10.9M +$4.1M +64,442 +69%
MFAM
117
Motley Fool Asset Management
Virginia
$10.8M -$398K -6,253 -4%
LPL Financial
118
LPL Financial
California
$10.4M +$2.89M +45,514 +43%
Lazard Asset Management
119
Lazard Asset Management
New York
$10.3M +$512K +8,051 +6%
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$10.1M +$1.2M +18,805 +15%
TBA
121
Tower Bridge Advisors
Pennsylvania
$9.97M -$116K -1,831 -1%
YCM
122
Yousif Capital Management
Michigan
$9.82M -$123K -1,941 -1%
IIM
123
INTECH Investment Management
Florida
$9.75M -$1.07M -16,809 -11%
WT
124
Whittier Trust
California
$9.69M +$3.27M +51,450 +58%
State of Wisconsin Investment Board
125
State of Wisconsin Investment Board
Wisconsin
$9.6M +$262K +4,125 +3%