We are live on ! Find out more
BRO icon

Brown & Brown

604 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 229 increasing their positions, 197 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $1.61M

98% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 40

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

20% more capital invested

Capital invested by funds: $11.6B → $13.9B (+$2.31B)

16% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 197

7% more funds holding

Funds holding: 566604 (+38)

0.33% more ownership

Funds ownership: 71.26%71.59% (+0.33%)

Holders
604
Holders Change
+38
Holders Change %
+6.71%
% of All Funds
9.48%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
79
Increased
229
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.92B -$5.13M -80,633 -0.3%
BlackRock
2
BlackRock
New York
$1.14B -$15.2M -238,700 -1%
Select Equity Group
3
Select Equity Group
New York
$1.08B -$51.3M -806,579 -5%
Principal Financial Group
4
Principal Financial Group
Iowa
$828M +$17.4M +274,289 +2%
State Street
5
State Street
Massachusetts
$751M +$1.31M +20,619 +0.2%
Morgan Stanley
6
Morgan Stanley
New York
$680M +$30.5M +478,812 +5%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$393M -$3.12M -49,095 -0.9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$364M +$594K +9,333 +0.2%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$288M -$39.3M -618,153 -13%
CCP
10
Clarkston Capital Partners
Michigan
$248M -$6.07M -95,508 -3%
Wells Fargo
11
Wells Fargo
California
$234M +$4.37M +68,778 +2%
Goldman Sachs
12
Goldman Sachs
New York
$224M +$19.3M +303,696 +10%
First Trust Advisors
13
First Trust Advisors
Illinois
$200M +$181M +2,847,636 +5,611%
ProShare Advisors
14
ProShare Advisors
Maryland
$196M -$8.03M -126,188 -4%
FAM
15
Fenimore Asset Management
New York
$186M -$146K -2,297 -0.1%
APG Asset Management
16
APG Asset Management
Netherlands
$185M -$5.41M -85,108 -3%
Norges Bank
17
Norges Bank
Norway
$182M +$4.88M +76,727 +3%
Northern Trust
18
Northern Trust
Illinois
$148M -$5.08M -79,863 -4%
Invesco
19
Invesco
Georgia
$134M +$4M +62,825 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$123M -$8.31M -130,666 -7%
Bank of America
21
Bank of America
North Carolina
$110M -$16.7M -263,168 -14%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$103M -$474K -7,451 -0.5%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$103M +$3.57M +56,052 +4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$102M +$21.8M +343,097 +30%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$101M +$682K +10,729 +0.7%