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
National Bank of Canada
201
National Bank of Canada
Quebec, Canada
$3.36M +$1.54M +24,147 +94%
CWM
202
CIBC World Markets
New York
$3.3M +$1.09M +17,129 +55%
Handelsbanken Fonder
203
Handelsbanken Fonder
Sweden
$3.3M +$642K +10,100 +27%
MOACM
204
Mutual of America Capital Management
New York
$3.27M +$41.9K +658 +1%
SG Americas Securities
205
SG Americas Securities
New York
$3.27M +$2.81M +44,125 +1,334%
Allianz Asset Management
206
Allianz Asset Management
Germany
$3.21M -$1.1M -17,314 -27%
Mariner
207
Mariner
Kansas
$3.17M +$451K +7,083 +18%
Skandinaviska Enskilda Banken (SEB)
208
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.16M +$105K +1,657 +4%
TI
209
Tidal Investments
Wisconsin
$3.12M +$2.2M +34,513 +321%
CG
210
Carmignac Gestion
France
$3.05M +$241K +3,794 +9%
HC
211
Henshaw Capital
Massachusetts
$2.95M
IIC
212
Ironwood Investment Counsel
Arizona
$2.93M -$47K -739 -2%
KFA
213
Kelleher Financial Advisors
New York
$2.89M
HighTower Advisors
214
HighTower Advisors
Illinois
$2.85M -$150K -2,366 -5%
Assenagon Asset Management
215
Assenagon Asset Management
Luxembourg
$2.84M +$256K +4,022 +11%
COPPSERS
216
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.83M +$77K +1,211 +3%
URS
217
Utah Retirement Systems
Utah
$2.8M -$89K -1,400 -3%
QCM
218
Quantinno Capital Management
New York
$2.79M +$43.5K +684 +2%
Zurich Cantonal Bank
219
Zurich Cantonal Bank
Switzerland
$2.78M +$393K +6,181 +18%
X
220
Xponance
Pennsylvania
$2.77M +$468K +7,359 +22%
HH
221
HWG Holdings
Texas
$2.75M -$530K -8,339 -17%
ASN
222
Advisory Services Network
Georgia
$2.75M -$24.2K -381 -0.9%
LFS
223
Legacy Financial Strategies
Kansas
$2.73M +$193K +3,029 +8%
Mirae Asset Global Investments
224
Mirae Asset Global Investments
South Korea
$2.71M -$69.5K -1,093 -3%
DCM
225
Dupont Capital Management
Delaware
$2.69M -$215K -3,385 -8%