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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 %
WT
126
Whittier Trust
California
$11.5M +$1.24M +17,479 +12%
Bank of Nova Scotia
127
Bank of Nova Scotia
Ontario, Canada
$11.5M +$9.93M +139,625 +635%
Natixis Advisors
128
Natixis Advisors
Massachusetts
$11.4M +$3.01M +42,337 +36%
Wellington Management Group
129
Wellington Management Group
Massachusetts
$11.1M -$43.9M -617,976 -80%
CI
130
Cooper Investors
Australia
$10.9M
Diamond Hill Capital Management
131
Diamond Hill Capital Management
Ohio
$10.9M -$3.74M -52,607 -26%
VA
132
Vident Advisory
Georgia
$10.6M +$270K +3,799 +3%
MFAM
133
Motley Fool Asset Management
Virginia
$10.6M -$239K -3,367 -2%
ECM
134
ExodusPoint Capital Management
New York
$10.5M +$9.27M +130,390 +733%
Canada Life
135
Canada Life
Manitoba, Canada
$10.3M +$950K +13,423 +10%
TBA
136
Tower Bridge Advisors
Pennsylvania
$10.1M -$209K -2,938 -2%
STCG
137
Speece Thorson Capital Group
Minnesota
$9.89M +$66.6K +936 +0.7%
Ensign Peak Advisors
138
Ensign Peak Advisors
Utah
$9.66M +$1.84M +25,936 +24%
YCM
139
Yousif Capital Management
Michigan
$9.63M -$384K -5,404 -4%
GAM
140
Gotham Asset Management
New York
$9.62M +$610K +8,573 +7%
State of Tennessee, Department of Treasury
141
State of Tennessee, Department of Treasury
Tennessee
$9.56M -$276K -3,875 -3%
State of New Jersey Common Pension Fund D
142
State of New Jersey Common Pension Fund D
New Jersey
$9.5M
MCM
143
Mattern Capital Management
Colorado
$9.47M +$234K +3,293 +3%
BTW
144
Boston Trust Walden
Massachusetts
$9.39M +$91.3K +1,284 +1%
Chevy Chase Trust
145
Chevy Chase Trust
Maryland
$9.38M -$26K -366 -0.3%
OAC
146
OMERS Administration Corp
Ontario, Canada
$9.32M +$9.32M +131,100 New
CWM
147
Congress Wealth Management
Massachusetts
$9.27M +$9.27M +130,295 New
ROC
148
Running Oak Capital
Minnesota
$9.07M +$1.13M +15,954 +14%
LAM
149
Lountzis Asset Management
Pennsylvania
$9.03M -$230K -3,235 -2%
BCIM
150
British Columbia Investment Management
British Columbia, Canada
$9.01M +$210K +2,956 +2%