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Brown & Brown
BRO

Overview Fund Activity

561 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, 207 increasing their positions, 218 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-8
Holders Change %
-1.41%
% of All Funds
9.7%
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
207
Reduced
218
Closed
48
Calls
$1.46M
Puts
$326K
Net Calls
+$1.14M
Net Calls Change
+$3.16M

Top Buyers

1
LIP
Liontrust Investment Partners
United Kingdom
$93.8M
2
JCM
Junto Capital Management
New York
$58.7M
3
Morgan Stanley
Morgan Stanley
New York
$200M
4
Principal Financial Group
Principal Financial Group
Iowa
$613M
5
Millennium Management
Millennium Management
New York
$49.6M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$287M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$285M
3
Charles Schwab
Charles Schwab
California
$70M
4
BTW
Boston Trust Walden
Massachusetts
$5.26M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DnB Asset Management
226
DnB Asset Management
Norway
$2.29M -$39.4K -652 -2%
IF
227
Integrity Financial
Wyoming
$2.23M +$70.3K +1,162 +3%
IG
228
ING Group
Netherlands
$2.22M -$444K -7,345 -17%
ASN
229
Advisory Services Network
Georgia
$2.21M +$34.6K +571 +2%
ESCM
230
Echo Street Capital Management
New York
$2.18M -$732K -12,105 -25%
PHK
231
Point72 Hong Kong
Hong Kong
$2.13M -$469K -7,751 -18%
FMC
232
First Merchants Corp
Indiana
$2.12M -$34.3K -567 -2%
VWA
233
V Wealth Advisors
Kansas
$2.09M +$55K +910 +3%
US Bancorp
234
US Bancorp
Minnesota
$2.09M +$65.3K +1,080 +3%
COPPSERS
235
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.07M +$10.8K +179 +0.5%
Zurich Cantonal Bank
236
Zurich Cantonal Bank
Switzerland
$2.05M +$70.9K +1,173 +4%
KA
237
Klingman & Associates
New York
$2.03M -$363 -6 -0%
NYLIM
238
New York Life Investment Management
New York
$2.01M +$6.47K +107 +0.3%
TPSF
239
Texas Permanent School Fund
Texas
$2.01M +$135K +2,226 +7%
RJFSA
240
Raymond James Financial Services Advisors
Florida
$2M +$25.3K +419 +1%
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$2M +$163K +2,698 +9%
SOADOR
242
State of Alaska Department of Revenue
Alaska
$1.97M -$67.1K -1,110 -3%
HCA
243
Hyperion Capital Advisors
New York
$1.94M – – –
GAM
244
Gotham Asset Management
New York
$1.93M +$760K +12,563 +65%
EP
245
Edgestream Partners
New Jersey
$1.9M +$1.9M +31,403 New
CCA
246
Covey Capital Advisors
Georgia
$1.9M +$88.8K +1,469 +5%
O
247
Ossiam
France
$1.86M +$1.86M +30,714 New
WTC
248
WhitTier Trust Company
Nevada
$1.85M +$129K +2,134 +8%
TPM
249
Triasima Portfolio Management
Quebec, Canada
$1.83M -$1.09M -18,040 -37%
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$1.82M -$890K -14,723 -33%
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