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Brown & Brown
BRO

Overview Fund Activity

319 hedge funds and large institutions have $5.48B invested in Brown & Brown in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-4
Holders Change %
-1.24%
% of All Funds
7.12%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
44
Increased
120
Reduced
100
Closed
46
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$2.39M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$30.9M
2
APG Asset Management
APG Asset Management
Netherlands
+$30.7M
3
BlackRock
BlackRock
New York
+$22.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$21.2M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$16.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$28.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$26.5M
3
FQ
First Quadrant
California
-$16.8M
4
American Century Companies
American Century Companies
Missouri
-$11.5M
5
Marshall Wace
Marshall Wace
United Kingdom
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
251
Benjamin F. Edwards & Company
Missouri
$107K +$20.8K +757 +24%
MFW
252
Mosaic Family Wealth
Missouri
$105K +$1.24K +45 +1%
OAM
253
Oppenheimer Asset Management
New York
$99K +$99K +3,582 New
ST
254
Smithfield Trust
Pennsylvania
$98K – – –
BAM
255
Bruderman Asset Management
New York
$96K -$13.1K -475 -12%
IUHSA
256
Itau Unibanco Holding S.A.
Brazil
$95K +$95K +3,507 New
AIM
257
Anchor Investment Management
South Carolina
$93.2K +$8.27K +300 +10%
CIAS
258
Capital Investment Advisory Services
North Carolina
$84K +$84K +3,050 New
Schroder Investment Management Group
259
Schroder Investment Management Group
United Kingdom
$79.8K -$657 -23,836 -0.8%
MDCM
260
Morgan Dempsey Capital Management
Wisconsin
$79K -$2.4K -87 -3%
RCG
261
Ruggie Capital Group
Florida
$61K +$165 +6 +0.3%
IA
262
IFP Advisors
Florida
$61K +$22.3K +821 +57%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$60K – – –
RFC
264
Regions Financial Corp
Alabama
$55K +$990 +36 +2%
TNBTD
265
Trustmark National Bank Trust Department
Mississippi
$47K +$47K +1,705 New
CWA
266
Clarus Wealth Advisors
Arizona
$46K +$138 +5 +0.3%
QT
267
Quantamental Technologies
New York
$42K +$42K +1,514 New
WAM
268
Wealthspire Advisors (Maryland)
Maryland
$41K -$24.6K -891 -37%
AF
269
Advisornet Financial
Minnesota
$36K +$2K +72 +6%
SIAS
270
Shine Investment Advisory Services
Colorado
$31K – – –
CA
271
Claro Advisors
Massachusetts
$31K +$31K +1,050 New
GEA
272
Glen Eagle Advisors
New Jersey
$27.6K – – –
AS
273
Altshuler Shaham
Israel
$27K +$5.15K +190 +24%
GAM
274
Gemmer Asset Management
California
$26K +$54 +2 +0.2%
OIA
275
OneDigital Investment Advisors
Kansas
$24K -$5.92K -212 -20%
9 10
11
12 13