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Brown & Brown

566 hedge funds and large institutions have $12.1B invested in Brown & Brown in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 208 increasing their positions, 219 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

349% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $326K

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

3% more capital invested

Capital invested by funds: $11.8B → $12.1B (+$323M)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0.72% less ownership

Funds ownership: 71.6%70.88% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 219

1% less funds holding

Funds holding: 574566 (-8)

Holders
566
Holders Change
-8
Holders Change %
-1.39%
% of All Funds
9.75%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
49
Increased
208
Reduced
219
Closed
48
Calls
$1.46M
Puts
$326K
Net Calls
+$1.14M
Net Calls Change
+$3.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.65B -$1.05M -16,658 -0.1%
Select Equity Group
2
Select Equity Group
New York
$1.12B -$21.3M -338,829 -2%
BlackRock
3
BlackRock
New York
$983M -$4.98M -79,084 -0.5%
State Street
4
State Street
Massachusetts
$668M +$3.33M +52,848 +0.5%
Principal Financial Group
5
Principal Financial Group
Iowa
$613M +$34.7M +551,488 +6%
ACM
6
Atlanta Capital Management
Georgia
$366M -$575K -9,135 -0.2%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$356M -$17.9M -284,331 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$303M +$1.83M +29,074 +0.6%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$287M -$79M -1,256,179 -21%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$285M -$40.4M -642,364 -12%
Wells Fargo
11
Wells Fargo
California
$200M -$4.06M -64,571 -2%
Morgan Stanley
12
Morgan Stanley
New York
$200M +$50.4M +801,523 +32%
Goldman Sachs
13
Goldman Sachs
New York
$185M +$5.44M +86,500 +3%
CCP
14
Clarkston Capital Partners
Michigan
$179M -$123K -1,959 -0.1%
APG Asset Management
15
APG Asset Management
Netherlands
$159M -$12.9M -204,907 -7%
FAM
16
Fenimore Asset Management
New York
$157M -$153K -2,437 -0.1%
ProShare Advisors
17
ProShare Advisors
Maryland
$157M +$6.2M +98,476 +4%
Norges Bank
18
Norges Bank
Norway
$143M +$4.53M +71,950 +3%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$140M -$4.17M -66,230 -3%
Northern Trust
20
Northern Trust
Illinois
$133M -$754K -11,988 -0.5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$113M -$16.9K -268 -0%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$103M -$695K -11,046 -0.6%
Invesco
23
Invesco
Georgia
$101M -$20.6M -326,927 -16%
Bank of America
24
Bank of America
North Carolina
$99.7M +$2.15M +34,207 +2%
LIP
25
Liontrust Investment Partners
United Kingdom
$93.8M +$65.2M +1,035,472 +201%