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Brown & Brown

566 hedge funds and large institutions have $11.6B invested in Brown & Brown in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 241 increasing their positions, 178 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $3M | Put options by funds: $2.17M

35% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 178

10% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 48

3% more capital invested

Capital invested by funds: $11.3B → $11.6B (+$305M)

0.12% more ownership

Funds ownership: 71.13%71.26% (+0.12%)

1% less funds holding

Funds holding: 571566 (-5)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
566
Holders Change
-5
Holders Change %
-0.88%
% of All Funds
9.02%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
53
Increased
241
Reduced
178
Closed
48
Calls
$3M
Puts
$2.17M
Net Calls
+$827K
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.6B +$8.86M +154,154 +0.6%
BlackRock
2
BlackRock
New York
$963M +$12.6M +218,939 +1%
Select Equity Group
3
Select Equity Group
New York
$948M -$42.7M -743,511 -4%
Principal Financial Group
4
Principal Financial Group
Iowa
$675M +$30.4M +528,096 +5%
State Street
5
State Street
Massachusetts
$626M -$3.72M -64,745 -0.6%
Morgan Stanley
6
Morgan Stanley
New York
$540M -$5.3M -92,240 -1%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$331M +$5.53M +96,271 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$303M +$6.24M +108,521 +2%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$276M +$483K +8,398 +0.2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$213M -$5.29M -92,111 -2%
CCP
11
Clarkston Capital Partners
Michigan
$212M +$3.69M +64,165 +2%
Wells Fargo
12
Wells Fargo
California
$192M +$439K +7,631 +0.2%
ProShare Advisors
13
ProShare Advisors
Maryland
$171M +$20.2M +351,666 +13%
Goldman Sachs
14
Goldman Sachs
New York
$169M +$4.32M +75,208 +3%
APG Asset Management
15
APG Asset Management
Netherlands
$160M +$3.35M +58,228 +2%
FAM
16
Fenimore Asset Management
New York
$155M -$178K -3,092 -0.1%
Norges Bank
17
Norges Bank
Norway
$147M +$4.44M +77,262 +3%
Northern Trust
18
Northern Trust
Illinois
$128M +$868K +15,111 +0.7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$110M -$1.86M -32,390 -2%
Invesco
20
Invesco
Georgia
$108M +$5.67M +98,656 +6%
Bank of America
21
Bank of America
North Carolina
$107M +$2.09M +36,404 +2%
Millennium Management
22
Millennium Management
New York
$89.3M -$2.8M -48,671 -3%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$86.7M -$5.81M -101,014 -6%
LIP
24
Liontrust Investment Partners
United Kingdom
$86.7M +$2.47M +42,900 +3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$84M -$416K -7,235 -0.5%