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Brown & Brown

682 hedge funds and large institutions have $15.3B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 241 increasing their positions, 227 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $1.84M

140% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 45

9% more funds holding

Funds holding: 626682 (+56)

8% more capital invested

Capital invested by funds: $14.1B → $15.3B (+$1.17B)

4.61% more ownership

Funds ownership: 70.98%75.58% (+4.6%)

6% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 227

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
682
Holders Change
+56
Holders Change %
+8.95%
% of All Funds
9.94%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
108
Increased
241
Reduced
227
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
126
Toronto Dominion Bank
Ontario, Canada
$11.7M -$8.02M -112,254 -40%
BHWM
127
Bar Harbor Wealth Management
New Hampshire
$11.6M +$4.29K +60 +0%
WT
128
Whittier Trust
California
$11.5M +$1.25M +17,479 +12%
Bank of Nova Scotia
129
Bank of Nova Scotia
Ontario, Canada
$11.5M +$9.98M +139,625 +635%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$11.4M +$3.03M +42,337 +36%
Wellington Management Group
131
Wellington Management Group
Massachusetts
$11.1M -$44.2M -617,976 -80%
CI
132
Cooper Investors
Australia
$10.9M
Diamond Hill Capital Management
133
Diamond Hill Capital Management
Ohio
$10.9M -$3.76M -52,607 -26%
VA
134
Vident Advisory
Georgia
$10.6M +$272K +3,799 +3%
MFAM
135
Motley Fool Asset Management
Virginia
$10.6M -$241K -3,367 -2%
ECM
136
ExodusPoint Capital Management
New York
$10.5M +$9.32M +130,390 +733%
Canada Life
137
Canada Life
Manitoba, Canada
$10.3M +$959K +13,423 +10%
TBA
138
Tower Bridge Advisors
Pennsylvania
$10.1M -$210K -2,938 -2%
STCG
139
Speece Thorson Capital Group
Minnesota
$9.89M +$66.9K +936 +0.7%
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$9.66M +$1.85M +25,936 +24%
YCM
141
Yousif Capital Management
Michigan
$9.63M -$386K -5,404 -4%
GAM
142
Gotham Asset Management
New York
$9.62M +$613K +8,573 +7%
State of Tennessee, Department of Treasury
143
State of Tennessee, Department of Treasury
Tennessee
$9.56M -$277K -3,875 -3%
State of New Jersey Common Pension Fund D
144
State of New Jersey Common Pension Fund D
New Jersey
$9.5M
MCM
145
Mattern Capital Management
Colorado
$9.47M +$235K +3,293 +3%
BTW
146
Boston Trust Walden
Massachusetts
$9.39M +$91.8K +1,284 +1%
Chevy Chase Trust
147
Chevy Chase Trust
Maryland
$9.38M -$26.2K -366 -0.3%
OAC
148
OMERS Administration Corp
Ontario, Canada
$9.32M +$9.37M +131,100 New
CWM
149
Congress Wealth Management
Massachusetts
$9.27M +$9.31M +130,295 New
ROC
150
Running Oak Capital
Minnesota
$9.07M +$1.14M +15,954 +14%