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Brown & Brown

552 hedge funds and large institutions have $14.3B invested in Brown & Brown in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 188 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 53

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

26% more capital invested

Capital invested by funds: $11.3B → $14.3B (+$2.95B)

7% more funds holding

Funds holding: 515552 (+37)

6% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 178

4% more call options, than puts

Call options by funds: $5.93M | Put options by funds: $5.72M

0.22% more ownership

Funds ownership: 72.8%73.02% (+0.22%)

Holders
552
Holders Change
+37
Holders Change %
+7.18%
% of All Funds
8.49%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
95
Increased
188
Reduced
178
Closed
53
Calls
$5.93M
Puts
$5.72M
Net Calls
+$207K
Net Calls Change
+$5.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.99B +$17.9M +277,390 +1%
BlackRock
2
BlackRock
New York
$1.36B -$5.54M -85,822 -0.4%
Select Equity Group
3
Select Equity Group
New York
$1.28B +$18.7M +290,645 +2%
State Street
4
State Street
Massachusetts
$848M +$7.78M +120,650 +1%
Principal Financial Group
5
Principal Financial Group
Iowa
$567M +$6.6M +102,269 +1%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$511M -$3.42M -53,029 -0.7%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$450M +$413M +6,401,524 New
ACM
8
Atlanta Capital Management
Georgia
$427M -$52.5M -813,687 -12%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$403M -$5.68M -88,021 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$342M +$26.2M +405,556 +9%
CCP
11
Clarkston Capital Partners
Michigan
$282M -$9.05M -140,275 -3%
NIPH
12
NN Investment Partners Holdings
Netherlands
$257M +$1.32M +20,489 +0.6%
Wells Fargo
13
Wells Fargo
California
$248M -$407M -6,312,355 -64%
APG Asset Management
14
APG Asset Management
Netherlands
$247M -$12.6M -194,824 -5%
Invesco
15
Invesco
Georgia
$205M +$51.1M +792,133 +37%
FAM
16
Fenimore Asset Management
New York
$203M -$1.03M -15,919 -0.5%
Northern Trust
17
Northern Trust
Illinois
$174M -$5.66M -87,795 -3%
Norges Bank
18
Norges Bank
Norway
$151M +$2.57M +39,855 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$128M +$6.19M +95,888 +6%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$127M -$2.65M -41,115 -2%
Charles Schwab
21
Charles Schwab
California
$115M +$3.06M +47,493 +3%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$112M -$38.6K -598 -0%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$112M -$69.9K -1,083 -0.1%
Morgan Stanley
24
Morgan Stanley
New York
$110M +$10.3M +159,129 +11%
Millennium Management
25
Millennium Management
New York
$108M +$15.3M +237,692 +18%