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Brown & Brown
BRO

Overview Fund Activity

561 hedge funds and large institutions have $12.1B invested in Brown & Brown in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 207 increasing their positions, 218 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-8
Holders Change %
-1.41%
% of All Funds
9.7%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
49
Increased
207
Reduced
218
Closed
48
Calls
$1.46M
Puts
$326K
Net Calls
+$1.14M
Net Calls Change
+$3.16M

Top Buyers

1
LIP
Liontrust Investment Partners
United Kingdom
+$62.6M
2
JCM
Junto Capital Management
New York
+$58.7M
3
Morgan Stanley
Morgan Stanley
New York
+$48.5M
4
Principal Financial Group
Principal Financial Group
Iowa
+$33.4M
5
Millennium Management
Millennium Management
New York
+$28.2M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$76M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$38.9M
3
Charles Schwab
Charles Schwab
California
-$33.1M
4
BTW
Boston Trust Walden
Massachusetts
-$23.6M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
276
Salem Investment Counselors
North Carolina
$1.33M – – –
RWM
277
Ritholtz Wealth Management
New York
$1.31M +$1.31M +21,659 New
KNW
278
Kesler Norman & Wride
Utah
$1.31M -$3.81K -63 -0.3%
PFO
279
Pathstone Family Office
New Jersey
$1.3M +$979K +16,184 +308%
KeyBank National Association
280
KeyBank National Association
Ohio
$1.29M -$132K -2,175 -9%
TRSOTSOK
281
Teachers Retirement System of the State of Kentucky
Kentucky
$1.29M +$1.29M +21,314 New
CAM
282
Cacti Asset Management
Georgia
$1.27M – – –
PIM
283
Penobscot Investment Management
Massachusetts
$1.26M +$251K +4,160 +25%
IMRF
284
Illinois Municipal Retirement Fund
Illinois
$1.25M – – –
KCM
285
Kennedy Capital Management
Missouri
$1.21M -$9.07K -150 -0.7%
CGH
286
Crossmark Global Holdings
Texas
$1.21M -$182K -3,005 -13%
WBC
287
Westpac Banking Corp
Australia
$1.18M – – –
CCIA
288
Campbell & Co Investment Adviser
Maryland
$1.18M -$10.7K -177 -0.9%
Bank of Nova Scotia
289
Bank of Nova Scotia
Ontario, Canada
$1.18M -$10.6K -176 -0.9%
SAM
290
Securian Asset Management
Minnesota
$1.18M +$7.2K +119 +0.6%
LA
291
Lindenwold Advisors
Pennsylvania
$1.17M +$4.18K +69 +0.4%
WCM Investment Management
292
WCM Investment Management
California
$1.17M +$24.2K +397 +2%
PFS
293
Prospera Financial Services
Texas
$1.16M +$214K +3,542 +23%
VPIM
294
Vanguard Personalized Indexing Management
California
$1.14M +$107K +1,770 +10%
TRCT
295
Tower Research Capital (TRC)
New York
$1.13M +$453K +7,499 +67%
EWM
296
Evermay Wealth Management
Virginia
$1.12M – – –
KRS
297
Kentucky Retirement Systems
Kentucky
$1.11M +$58.2K +963 +6%
Nomura Holdings
298
Nomura Holdings
Japan
$1.11M +$14.1K +234 +1%
CI
299
CX Institutional
Indiana
$1.11M +$16.2K +267 +1%
NA
300
NewEdge Advisors
Louisiana
$1.1M +$119K +1,960 +12%
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