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Brown & Brown

463 hedge funds and large institutions have $9.45B invested in Brown & Brown in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 38

33% more call options, than puts

Call options by funds: $228K | Put options by funds: $171K

16% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 146

6% more funds holding

Funds holding: 435463 (+28)

5% more capital invested

Capital invested by funds: $8.98B → $9.45B (+$463M)

0.08% less ownership

Funds ownership: 70.42%70.33% (-0.08%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
8.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
72
Increased
169
Reduced
146
Closed
38
Calls
$228K
Puts
$171K
Net Calls
+$57K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.3B -$6.95M -151,015 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.16B +$25.7M +558,446 +2%
Select Equity Group
3
Select Equity Group
New York
$659M +$43.7M +948,514 +7%
Wells Fargo
4
Wells Fargo
California
$473M +$3.43M +74,602 +0.8%
State Street
5
State Street
Massachusetts
$438M -$7.66M -166,394 -2%
Principal Financial Group
6
Principal Financial Group
Iowa
$420M -$4.93M -107,192 -1%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$396M -$2.1M -45,602 -0.5%
ACM
8
Atlanta Capital Management
Georgia
$283M +$879K +19,091 +0.3%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$255M +$1.38M +29,907 +0.6%
CCP
10
Clarkston Capital Partners
Michigan
$193M +$14.3M +310,985 +8%
NIPH
11
NN Investment Partners Holdings
Netherlands
$186M -$20.8M -452,940 -10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$144M +$7.2M +156,446 +5%
FAM
13
Fenimore Asset Management
New York
$138M -$1.64M -35,697 -1%
APG Asset Management
14
APG Asset Management
Netherlands
$136M -$19.1M -415,034 -11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$116M -$9.86M -214,256 -8%
Norges Bank
16
Norges Bank
Norway
$112M +$915K +19,878 +0.8%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$106M +$1.17M +25,490 +1%
Northern Trust
18
Northern Trust
Illinois
$103M +$60K +1,304 +0.1%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$91.2M -$3.66M -79,432 -4%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$85.6M -$8.83M -191,799 -10%
Legal & General Group
21
Legal & General Group
United Kingdom
$75.6M -$2.25M -48,894 -3%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$74.2M -$880K -19,112 -1%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$72M +$1.61M +34,996 +2%
BAM
24
Burgundy Asset Management
Ontario, Canada
$70.3M +$3.19M +69,200 +5%
MAM
25
Madison Asset Management
Wisconsin
$66.9M -$286K -6,215 -0.4%