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Brown & Brown

571 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 193 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

896% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $262K

23% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 62

18% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 193

1% more funds holding

Funds holding: 566571 (+5)

0.25% more ownership

Funds ownership: 70.88%71.13% (+0.25%)

7% less capital invested

Capital invested by funds: $12.1B → $11.3B (-$796M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
571
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
9.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
228
Reduced
193
Closed
62
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
201
Comerica Bank
Texas
$2.51M +$171K +2,919 +8%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$2.47M -$48.7M -832,179 -36%
IIC
203
Ironwood Investment Counsel
Arizona
$2.46M -$74.8K -1,280 -3%
QCM
204
Quantinno Capital Management
New York
$2.46M +$2.52M +43,102 New
HC
205
Henshaw Capital
Massachusetts
$2.44M
II
206
IFM Investors
Australia
$2.42M +$256K +4,383 +12%
KFA
207
Kelleher Financial Advisors
New York
$2.4M
URS
208
Utah Retirement Systems
Utah
$2.39M -$23.4K -400 -0.9%
SEI Investments
209
SEI Investments
Pennsylvania
$2.35M -$9.14M -156,297 -79%
DCM
210
Dupont Capital Management
Delaware
$2.33M -$583K -9,971 -20%
Skandinaviska Enskilda Banken (SEB)
211
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.31M -$40.3K -690 -2%
IG
212
ING Group
Netherlands
$2.28M +$189K +3,225 +9%
BFPW
213
BOK Financial Private Wealth
Colorado
$2.27M +$31.8K +543 +1%
EAM
214
Eagle Asset Management
Florida
$2.27M +$3.68K +63 +0.2%
COPPSERS
215
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.26M +$318K +5,445 +16%
Mariner
216
Mariner
Kansas
$2.24M -$109K -1,863 -5%
GIBU
217
Gulf International Bank (UK)
United Kingdom
$2.23M
DnB Asset Management
218
DnB Asset Management
Norway
$2.19M +$43K +735 +2%
ASN
219
Advisory Services Network
Georgia
$2.17M +$98.8K +1,690 +5%
Handelsbanken Fonder
220
Handelsbanken Fonder
Sweden
$2.15M
IF
221
Integrity Financial
Wyoming
$2.1M
FMC
222
First Merchants Corp
Indiana
$2.02M +$22.8K +390 +1%
State of Tennessee, Department of Treasury
223
State of Tennessee, Department of Treasury
Tennessee
$2M -$1.75M -29,852 -46%
VWA
224
V Wealth Advisors
Kansas
$1.95M -$13.9K -238 -0.7%
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
$1.95M +$74K +1,265 +4%