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Brown & Brown
BRO

Overview Fund Activity

675 hedge funds and large institutions have $15.1B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 240 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+54
Holders Change %
+8.7%
% of All Funds
9.9%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
106
Increased
240
Reduced
225
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.28B
2
CAM
Congress Asset Management
Massachusetts
$82.4M
3
Man Group
Man Group
United Kingdom
$64.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$142M
5
Goldman Sachs
Goldman Sachs
New York
$256M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$16.5M
2
CCP
Clarkston Capital Partners
Michigan
$186M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$11.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$945K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
251
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.62M -$1.3M -18,314 -33%
Mirae Asset Global Investments
252
Mirae Asset Global Investments
South Korea
$2.62M -$1.22M -17,140 -32%
RJFSA
253
Raymond James Financial Services Advisors
Florida
$2.57M -$65K -914 -2%
AIM
254
Access Investment Management
Georgia
$2.57M +$2.57M +36,103 New
SAM
255
Silphium Asset Management
United Kingdom
$2.55M +$1.12M +15,800 +79%
IF
256
Integrity Financial
Wyoming
$2.54M -$82.6K -1,162 -3%
CCA
257
Covey Capital Advisors
Georgia
$2.48M – – –
NYLIM
258
New York Life Investment Management
New York
$2.39M -$9.96K -140 -0.4%
KA
259
Klingman & Associates
New York
$2.38M – – –
FMC
260
First Merchants Corp
Indiana
$2.33M -$27K -380 -1%
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$2.32M -$92.7K -1,304 -4%
Bessemer Group
262
Bessemer Group
New Jersey
$2.31M -$123K -1,729 -5%
FHB
263
First Hawaiian Bank
Hawaii
$2.28M +$949K +13,352 +72%
FNA
264
First National Advisers
Nebraska
$2.26M +$557K +7,834 +33%
VI
265
Versor Investments
New York
$2.26M +$2.01M +28,334 +810%
CCM
266
Coldstream Capital Management
Washington
$2.24M -$17.8K -250 -0.8%
CC
267
Centiva Capital
New York
$2.24M -$187K -2,627 -8%
KNW
268
Kesler Norman & Wride
Utah
$2.23M -$40.8K -574 -2%
Janus Henderson Group
269
Janus Henderson Group
United Kingdom
$2.21M -$13K -183 -0.6%
CIC
270
Crawford Investment Counsel
Georgia
$2.17M -$15.1K -213 -0.7%
QT
271
Quantbot Technologies
New York
$2.11M -$4.13M -58,065 -66%
TCM
272
Teza Capital Management
Illinois
$2.1M +$2.1M +29,504 New
SPIA
273
Steward Partners Investment Advisory
New York
$2.08M +$171K +2,406 +9%
WWA
274
WCG Wealth Advisors
Nevada
$2.08M -$32.7K -460 -2%
IAN
275
Integrated Advisors Network
Texas
$2.06M +$45.2K +635 +2%
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11
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