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Brown & Brown

321 hedge funds and large institutions have $5.96B invested in Brown & Brown in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 117 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $5.48B → $5.96B (+$481M)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

0% more funds holding

Funds holding: 320321 (+1)

0.22% more ownership

Funds ownership: 71.57%71.79% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

14% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 117

Holders
321
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.95%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
37
Increased
101
Reduced
117
Closed
34
Calls
$5.04M
Puts
Net Calls
+$5.04M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
CANY
226
Caxton Associates (New York)
New York
$304K +$294K +10,307 New
LPL Financial
227
LPL Financial
California
$286K -$333K -11,667 -55%
AQR Capital Management
228
AQR Capital Management
Connecticut
$278K -$440K -15,393 -62%
Mariner
229
Mariner
Kansas
$274K +$9.45K +331 +4%
CS
230
Cannell & Spears
New York
$259K
LNC
231
Lincoln National Corp
Pennsylvania
$254K +$246K +8,617 New
GCP
232
GSA Capital Partners
United Kingdom
$252K +$244K +8,535 New
AI
233
Atria Investments
North Carolina
$251K +$243K +8,509 New
TA
234
Tiedemann Advisors
New York
$232K -$9.99K -350 -4%
AIL
235
AGF Investments LLC
Ontario, Canada
$228K +$58.7K +2,055 +36%
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$227K -$466K -16,318 -68%
OCM
237
Orser Capital Management
Texas
$224K
PP
238
Palladium Partners
Virginia
$224K
TRCT
239
Tower Research Capital (TRC)
New York
$222K +$205K +7,163 +2,012%
MFG
240
Magnus Financial Group
New York
$221K
PIA
241
Piedmont Investment Advisors
North Carolina
$214K +$207K +7,255 New
GAM
242
Gotham Asset Management
New York
$213K -$300K -10,520 -59%
BFEC
243
Benjamin F. Edwards & Company
Missouri
$208K +$90.2K +3,158 +81%
PP
244
Paloma Partners
Connecticut
$207K +$200K +7,007 New
BBHC
245
Brown Brothers Harriman & Co
New York
$199K -$235K -8,244 -55%
SFG
246
SevenBridge Financial Group
Pennsylvania
$196K
BNP Paribas Financial Markets
247
BNP Paribas Financial Markets
France
$189K -$2.48M -86,900 -93%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$187K +$119K +4,179 +193%
RP
249
Rowlandmiller & Partners
Georgia
$172K -$14.3K -500 -8%
EMG
250
ETF Managers Group
New Jersey
$167K +$15.1K +530 +10%

BRO Hedge Fund Activity: Q1 2019 in Review

321 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q1 2019, worth a combined $5.96B — up 8.8% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BRO positions and 34 closed out — a net gain of 3 holders — while 101 added to existing stakes and 117 trimmed.

The largest buyer was NN Investment Partners Holdings, opening a new position worth an estimated $117M. The largest seller was Victory Capital Management, cutting an estimated $42.1M.

  • 321 institutional investors held Brown & Brown (BRO) as of Q1 2019, up from 320 in Q4 2018.
  • Funds reported $5.96B of Brown & Brown stock for Q1 2019, up 8.8% quarter-over-quarter.
  • 37 funds opened new Brown & Brown positions in Q1 2019 and 34 closed out, a net change of +3 holders.
  • The largest Brown & Brown buyer in Q1 2019 was NN Investment Partners Holdings, an estimated $117M added.
  • The largest Brown & Brown seller in Q1 2019 was Victory Capital Management, an estimated $42.1M sold.

Based on aggregated 13F filings for Q1 2019.