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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
State of Tennessee, Department of Treasury
126
State of Tennessee, Department of Treasury
Tennessee
$9.56M +$6.53M +102,646 +283%
Canada Life
127
Canada Life
Manitoba, Canada
$9.46M +$1.8M +28,361 +26%
Chevy Chase Trust
128
Chevy Chase Trust
Maryland
$9.32M -$73.8K -1,160 -0.8%
LAM
129
Lountzis Asset Management
Pennsylvania
$9.3M -$602K -9,465 -7%
VIA
130
Vident Investment Advisory
Georgia
$9.29M +$420K +6,608 +5%
State of New Jersey Common Pension Fund D
131
State of New Jersey Common Pension Fund D
New Jersey
$9.2M
FNBOO
132
First National Bank of Omaha
Nebraska
$9.15M -$101K -1,588 -1%
BTW
133
Boston Trust Walden
Massachusetts
$9.03M +$528K +8,295 +7%
SAM
134
Storebrand Asset Management
Norway
$8.84M +$181K +2,846 +2%
GAM
135
Gotham Asset Management
New York
$8.66M +$602K +9,465 +8%
MCM
136
Mattern Capital Management
Colorado
$8.55M +$185K +2,909 +2%
BCIM
137
British Columbia Investment Management
British Columbia, Canada
$8.52M -$2.65M -41,653 -25%
UB
138
UMB Bank
Missouri
$8.49M +$1.46K +23 +0%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$8.38M +$567K +8,916 +8%
ACH
140
ArrowMark Colorado Holdings
Colorado
$8.28M -$2.11M -33,116 -22%
SSA
141
Schonfeld Strategic Advisors
New York
$8.22M -$6.71M -105,457 -47%
BA
142
BCM Advisors
Louisiana
$8.15M +$3.06M +48,179 +68%
MSV
143
MN Services Vermogensbeheer
Netherlands
$7.92M +$7.32M +115,100 New
Osaic Holdings
144
Osaic Holdings
Arizona
$7.9M +$528K +8,296 +8%
ROC
145
Running Oak Capital
Minnesota
$7.8M +$528K +8,295 +8%
MGWM
146
Marks Group Wealth Management
Minnesota
$7.76M +$59.2K +931 +0.8%
Teacher Retirement System of Texas
147
Teacher Retirement System of Texas
Texas
$7.44M +$3.75M +58,886 +120%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$7.35M +$6.68K +105 +0.1%
Russell Investments Group
149
Russell Investments Group
United Kingdom
$7.33M +$263K +4,132 +4%
Neuberger Berman Group
150
Neuberger Berman Group
New York
$7.3M -$690K -10,845 -9%