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Brown & Brown
BRO

Overview Fund Activity

562 hedge funds and large institutions have $11.6B invested in Brown & Brown in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-5
Holders Change %
-0.88%
% of All Funds
8.99%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
53
Increased
240
Reduced
177
Closed
48
Calls
$3M
Puts
$2.17M
Net Calls
+$827K
Net Calls Change
-$1.52M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
+$42.1M
2
Principal Financial Group
Principal Financial Group
Iowa
+$30.3M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$23M
4
BC
Brookfield Corp
Ontario, Canada
+$22M
5
ProShare Advisors
ProShare Advisors
Maryland
+$20.2M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.5M
2
Select Equity Group
Select Equity Group
New York
-$42.7M
3
ZP
Zimmer Partners
New York
-$28.5M
4
CIC
Chilton Investment Company
Connecticut
-$18.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
251
Stephens Inc
Arkansas
$1.48M +$9.88K +172 +0.7%
National Bank of Canada
252
National Bank of Canada
Quebec, Canada
$1.48M +$597K +10,378 +68%
NAM
253
Nissay Asset Management
Japan
$1.47M -$40.5K -706 -3%
NA
254
NewEdge Advisors
Louisiana
$1.46M +$229K +3,930 +19%
QT
255
Quantbot Technologies
New York
$1.43M -$1.3M -22,672 -48%
JPMPWA
256
J.P. Morgan Private Wealth Advisors
California
$1.4M -$399K -6,957 -22%
Marshall Wace
257
Marshall Wace
United Kingdom
$1.39M +$1.39M +24,155 New
PAM
258
Panagora Asset Management
Massachusetts
$1.38M -$423K -7,368 -23%
HA
259
Harbor Advisors
Florida
$1.38M – – –
Man Group
260
Man Group
United Kingdom
$1.37M -$4.07M -71,525 Closed
YIH
261
Y-Intercept (HK)
Hong Kong
$1.36M +$866K +15,085 +175%
AIP
262
Ameritas Investment Partners
Nebraska
$1.34M – – –
VI
263
Versor Investments
New York
$1.31M -$264K -4,600 -17%
O
264
Ossiam
France
$1.31M +$1.23M +21,346 +1,374%
SC
265
Sepio Capital
Utah
$1.31M -$74.6K -1,300 -5%
CGH
266
Crossmark Global Holdings
Texas
$1.31M +$45.4K +791 +4%
Bessemer Group
267
Bessemer Group
New Jersey
$1.3M -$109K -1,896 -8%
Cerity Partners
268
Cerity Partners
New York
$1.28M +$76.1K +1,290 +6%
SIC
269
Salem Investment Counselors
North Carolina
$1.26M – – –
VAS
270
Vestmark Advisory Solutions
Massachusetts
$1.26M +$286K +4,976 +29%
SMDAM
271
Sumitomo Mitsui DS Asset Management
Japan
$1.24M +$260K +4,526 +27%
TRSOTSOK
272
Teachers Retirement System of the State of Kentucky
Kentucky
$1.22M – – –
CAM
273
Cacti Asset Management
Georgia
$1.21M – – –
IMRF
274
Illinois Municipal Retirement Fund
Illinois
$1.19M – – –
Robeco Institutional Asset Management
275
Robeco Institutional Asset Management
Netherlands
$1.18M -$593K -10,331 -33%
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