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Brown & Brown
BRO

Overview Fund Activity

414 hedge funds and large institutions have $8.3B invested in Brown & Brown in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 147 increasing their positions, 146 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+22
Holders Change %
+5.61%
% of All Funds
8.51%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
63
Increased
147
Reduced
146
Closed
39
Calls
$6M
Puts
$4.59M
Net Calls
+$1.41M
Net Calls Change
-$3.1M

Top Buyers

1
ACM
Atlanta Capital Management
Georgia
+$52.5M
2
Select Equity Group
Select Equity Group
New York
+$27.9M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$20M
4
KA
Kerrisdale Advisers
Florida
+$12.6M
5
Wells Fargo
Wells Fargo
California
+$12.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$110M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$48.4M
3
Renaissance Technologies
Renaissance Technologies
New York
-$41M
4
State Street
State Street
Massachusetts
-$32M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
251
HighTower Advisors
Illinois
$703K -$15.9K -389 -2%
LNC
252
Lincoln National Corp
Pennsylvania
$693K – – –
HH
253
HWG Holdings
Texas
$688K +$688K +16,874 New
SMDAM
254
Sumitomo Mitsui DS Asset Management
Japan
$687K +$178K +4,374 +35%
JPMPWA
255
J.P. Morgan Private Wealth Advisors
California
$672K +$401K +9,844 +148%
PTC
256
Private Trust Company
Ohio
$653K -$87.8K -2,162 -12%
CIC
257
Chilton Investment Company
Connecticut
$637K +$637K +10,839 New
TCM
258
Teza Capital Management
Illinois
$636K +$636K +15,592 New
BWA
259
BDO Wealth Advisors
Florida
$625K +$1.39K +34 +0.2%
PAM
260
Panagora Asset Management
Massachusetts
$623K – – –
LPL Financial
261
LPL Financial
California
$613K +$28.2K +691 +5%
Acadian Asset Management
262
Acadian Asset Management
Massachusetts
$589K -$88.6K -2,175 -13%
LIA
263
LS Investment Advisors
Michigan
$578K -$15.7K -385 -3%
ACM
264
Ashford Capital Management
Delaware
$571K – – –
SCM
265
Shelton Capital Management
Colorado
$555K -$28.8K -706 -5%
WTC
266
WhitTier Trust Company
Nevada
$546K +$153K +3,738 +39%
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$541K +$34K +834 +7%
WS
268
Wedbush Securities
California
$536K +$5.66K +139 +1%
VWM
269
Venturi Wealth Management
Texas
$534K +$534K +13,111 New
VRS
270
Virginia Retirement Systems
Virginia
$518K -$4.08K -100 -0.8%
AAM
271
Advisors Asset Management
Colorado
$509K +$136K +3,347 +37%
Wellington Management Group
272
Wellington Management Group
Massachusetts
$507K -$893K -21,889 -64%
O
273
Ossiam
France
$495K -$233K -5,715 -32%
ACM
274
AlphaCrest Capital Management
New York
$464K -$142K -3,488 -23%
Franklin Resources
275
Franklin Resources
California
$459K +$459K +10,226 New
9 10
11
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