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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.58B +$30.4M +519,144 +2%
Select Equity Group
2
Select Equity Group
New York
$983M -$77.7M -1,329,366 -7%
BlackRock
3
BlackRock
New York
$943M +$16.7M +284,896 +2%
Principal Financial Group
4
Principal Financial Group
Iowa
$639M +$63.8M +1,091,719 +11%
State Street
5
State Street
Massachusetts
$624M -$5.26M -89,995 -0.8%
Morgan Stanley
6
Morgan Stanley
New York
$541M +$362M +6,186,323 +187%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$323M -$13.2M -226,394 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$295M +$9.2M +157,366 +3%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$273M +$3.42M +58,543 +1%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$216M -$53.8M -920,193 -20%
CCP
11
Clarkston Capital Partners
Michigan
$207M +$39.8M +679,991 +23%
Wells Fargo
12
Wells Fargo
California
$190M +$983K +16,817 +0.5%
APG Asset Management
13
APG Asset Management
Netherlands
$169M +$23M +394,105 +15%
Goldman Sachs
14
Goldman Sachs
New York
$164M -$11M -188,712 -6%
FAM
15
Fenimore Asset Management
New York
$154M +$6.23M +106,470 +4%
ProShare Advisors
16
ProShare Advisors
Maryland
$149M +$1.42M +24,317 +0.9%
Norges Bank
17
Norges Bank
Norway
$142M +$7.63M +130,548 +6%
Northern Trust
18
Northern Trust
Illinois
$126M +$1.61M +27,580 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$111M +$4.66M +79,684 +4%
Bank of America
20
Bank of America
North Carolina
$104M +$10M +171,543 +10%
Invesco
21
Invesco
Georgia
$101M +$6.47M +110,697 +7%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$91.8M -$5.51M -94,242 -6%
Millennium Management
23
Millennium Management
New York
$91.4M +$45.9M +784,873 +96%
Victory Capital Management
24
Victory Capital Management
Texas
$83.6M +$68.7M +1,175,211 +401%
LIP
25
Liontrust Investment Partners
United Kingdom
$83.5M -$4.92M -84,100 -5%