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Brown & Brown
BRO

Overview Fund Activity

465 hedge funds and large institutions have $10.7B invested in Brown & Brown in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 141 increasing their positions, 179 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+13
Holders Change %
+2.88%
% of All Funds
8.12%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
59
Increased
141
Reduced
179
Closed
45
Calls
$882K
Puts
$1.92M
Net Calls
-$1.04M
Net Calls Change
-$1.73M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$871M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$83M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$64.3M
4
VNIM
Vaughan Nelson Investment Management
Texas
$40.2M
5
State Street
State Street
Massachusetts
$523M

Top Sellers

1
BlackRock
BlackRock
New York
$1.39B
2
First Eagle Investment Management
First Eagle Investment Management
New York
$417M
3
VRS
Virginia Retirement Systems
Virginia
$7.15M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
5
American Century Companies
American Century Companies
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
251
KeyBank National Association
Ohio
$1.05M -$163K -3,063 -13%
V
252
Veritable
Delaware
$1.05M +$5.68K +107 +0.5%
CANY
253
Caxton Associates (New York)
New York
$1.04M +$98.6K +1,856 +10%
WBC
254
Westpac Banking Corp
Australia
$1.04M – – –
QIM
255
Quantitative Investment Management
Virginia
$1.03M +$692K +13,025 +203%
WTC
256
WhitTier Trust Company
Nevada
$1M +$29K +547 +3%
MSAM
257
Moloney Securities Asset Management
Missouri
$985K +$81.4K +1,533 +9%
MSRPS
258
Maryland State Retirement & Pension System
Maryland
$964K – – –
Macquarie Group
259
Macquarie Group
Australia
$959K +$188K +3,539 +24%
CI
260
CX Institutional
Indiana
$955K -$1.54K -29 -0.2%
PHK
261
Point72 Hong Kong
Hong Kong
$951K +$951K +17,894 New
CP
262
Cumberland Partners
Ontario, Canada
$930K +$53.1K +1,000 +6%
OFS
263
Orrstown Financial Services
Pennsylvania
$918K -$32.6K -610 -3%
EMPI
264
Elo Mutual Pension Insurance
Finland
$911K -$26.5K -499 -3%
FHB
265
First Hawaiian Bank
Hawaii
$886K -$36.9K -695 -4%
PFS
266
Prospera Financial Services
Texas
$878K +$3.67K +69 +0.4%
JPMPWA
267
J.P. Morgan Private Wealth Advisors
California
$859K -$169K -3,181 -16%
HIS
268
Harvest Investment Services
Illinois
$857K -$225K -4,229 -21%
AAM
269
Advisors Asset Management
Colorado
$857K -$10.6K -200 -1%
WorldQuant Millennium Advisors
270
WorldQuant Millennium Advisors
New York
$856K +$856K +16,100 New
SMDAM
271
Sumitomo Mitsui DS Asset Management
Japan
$848K -$181K -3,410 -18%
AIM
272
Achmea Investment Management
Netherlands
$842K – – –
BWA
273
BDO Wealth Advisors
Florida
$827K +$1.44K +27 +0.2%
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
$826K -$7.85M -147,750 -90%
PTC
275
Private Trust Company
Ohio
$818K -$59.5K -1,120 -7%
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