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Brown & Brown
BRO

Overview Fund Activity

573 hedge funds and large institutions have $14.7B invested in Brown & Brown in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 217 increasing their positions, 193 reducing their positions, and 51 closing their positions.

Holders
573
Holders Change
+26
Holders Change %
+4.75%
% of All Funds
9.07%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
82
Increased
217
Reduced
193
Closed
51
Calls
$7.63M
Puts
$18.8M
Net Calls
-$11.2M
Net Calls Change
-$11.4M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$178M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$185M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$640M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$58.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$160M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$5.73M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.96B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.96M
5
CCP
5
Clarkston Capital Partners
Michigan
$221M
Name Market Value Shares Shares
Change 		Shares
Change %
KeyBank National Association
276
KeyBank National Association
Ohio
$1.5M 20,689 -13,277 -39%
Allianz Asset Management
277
Allianz Asset Management
Germany
$1.47M 20,318 +535 +3%
SA
278
SRN Advisors
Pennsylvania
$1.47M 20,284 +214 +1%
Wealthfront Advisers
279
Wealthfront Advisers
California
$1.44M 19,939 -1,484 -7%
WBC
280
Westpac Banking Corp
Australia
$1.41M 19,510 – –
PFS
281
Prospera Financial Services
Texas
$1.41M 19,470 +4,415 +29%
SAM
282
Securian Asset Management
Minnesota
$1.4M 19,420 -400 -2%
OQS
283
Occudo Quantitative Strategies
Florida
$1.39M 19,255 +19,255 New
BF
284
BOK Financial
Oklahoma
$1.38M 19,072 +19,072 New
LA
285
Lindenwold Advisors
Pennsylvania
$1.38M 19,052 +935 +5%
EMPI
286
Elo Mutual Pension Insurance
Finland
$1.36M 18,880 +791 +4%
OPERF
287
Oregon Public Employees Retirement Fund
Oregon
$1.36M 18,855 +2,455 +15%
WCM Investment Management
288
WCM Investment Management
California
$1.35M 18,663 -3,861 -17%
SA
289
Shilanski & Associates
Alaska
$1.35M 18,606 +18,606 New
BBHC
290
Brown Brothers Harriman & Co
New York
$1.34M 18,579 -5,928 -24%
CL
291
CIM LLC
New York
$1.34M 18,455 -243 -1%
EWM
292
Evermay Wealth Management
Virginia
$1.34M 18,480 +18,480 New
KLC
293
Knowledge Leaders Capital
Colorado
$1.33M 18,454 +18,454 New
Mirae Asset Global Investments
294
Mirae Asset Global Investments
South Korea
$1.31M 18,088 +4,559 +34%
CI
295
CX Institutional
Indiana
$1.3M 18,018 +37 +0.2%
AIM
296
Aquila Investment Management
New York
$1.3M 18,000 -14,000 -44%
MSRPS
297
Maryland State Retirement & Pension System
Maryland
$1.3M 17,999 – –
KCM
298
Kennedy Capital Management
Missouri
$1.28M 17,658 +4,775 +37%
V
299
Veritable
Delaware
$1.27M 17,606 +94 +0.5%
NA
300
NewEdge Advisors
Louisiana
$1.26M 17,460 -101 -0.6%
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12
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