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Brown & Brown
BRO

Overview Fund Activity

599 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 227 increasing their positions, 197 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+37
Holders Change %
+6.58%
% of All Funds
9.45%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
78
Increased
227
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$200M
2
Capital World Investors
Capital World Investors
California
$64.7M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$63M
4
Barclays
Barclays
United Kingdom
$62.1M
5
CS
Credit Suisse
Switzerland
$63.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$26.3M
2
Select Equity Group
Select Equity Group
New York
$1.08B
3
First Eagle Investment Management
First Eagle Investment Management
New York
$288M
4
Millennium Management
Millennium Management
New York
$71.4M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$359K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
226
TAP Consulting
Missouri
$2.55M -$48.2K -700 -2%
Canada Pension Plan Investment Board
227
Canada Pension Plan Investment Board
Ontario, Canada
$2.55M -$4.16M -60,400 -62%
IF
228
Integrity Financial
Wyoming
$2.54M – – –
DnB Asset Management
229
DnB Asset Management
Norway
$2.53M -$111K -1,611 -4%
FRAF
230
Första AP-fonden
Sweden
$2.51M +$2.51M +36,500 New
JFG
231
Jefferies Financial Group
New York
$2.48M +$2.48M +36,008 New
Bessemer Group
232
Bessemer Group
New Jersey
$2.46M +$901K +13,089 +58%
KNW
233
Kesler Norman & Wride
Utah
$2.42M +$37K +538 +2%
CCA
234
Covey Capital Advisors
Georgia
$2.4M – – –
FMC
235
First Merchants Corp
Indiana
$2.35M -$23.4K -340 -1%
CIBC Asset Management
236
CIBC Asset Management
Ontario, Canada
$2.34M -$23.2K -337 -1%
RJFSA
237
Raymond James Financial Services Advisors
Florida
$2.32M +$74K +1,075 +3%
IG
238
ING Group
Netherlands
$2.32M -$435K -6,313 -16%
NYLIM
239
New York Life Investment Management
New York
$2.31M +$3.79K +55 +0.2%
KA
240
Klingman & Associates
New York
$2.31M +$138 +2 +0%
BFPW
241
BOK Financial Private Wealth
Colorado
$2.29M -$451K -6,553 -16%
Janus Henderson Group
242
Janus Henderson Group
United Kingdom
$2.26M -$196K -2,851 -8%
TIM
243
Triad Investment Management
California
$2.26M -$551 -8 -0%
CCA
244
Catalyst Capital Advisors
New York
$2.24M +$2.24M +32,500 New
CIC
245
Crawford Investment Counsel
Georgia
$2.21M +$1.72K +25 +0.1%
SPIA
246
Steward Partners Investment Advisory
New York
$2.2M -$812K -11,789 -27%
CCM
247
Coldstream Capital Management
Washington
$2.19M -$7.64K -111 -0.3%
BNP Paribas Asset Management
248
BNP Paribas Asset Management
France
$2.1M +$95.3K +1,385 +5%
VWA
249
V Wealth Advisors
Kansas
$2.1M -$52.1K -757 -2%
SOADOR
250
State of Alaska Department of Revenue
Alaska
$2.01M -$221K -3,214 -10%
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