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Brown & Brown
BRO

Overview Fund Activity

567 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 226 increasing their positions, 193 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
9.15%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
226
Reduced
193
Closed
61
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$352M
2
Victory Capital Management
Victory Capital Management
Texas
+$67M
3
Principal Financial Group
Principal Financial Group
Iowa
+$62.2M
4
TCM
TimesSquare Capital Management
New York
+$46.5M
5
Millennium Management
Millennium Management
New York
+$44.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$75.7M
2
JCM
Junto Capital Management
New York
-$58.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$53M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$52.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
276
Prospera Financial Services
Texas
$1.08M -$12.4K -218 -1%
BBHC
277
Brown Brothers Harriman & Co
New York
$1.07M +$60.3K +1,058 +6%
VPIM
278
Vanguard Personalized Indexing Management
California
$1.06M -$12.4K -218 -1%
EMPI
279
Elo Mutual Pension Insurance
Finland
$1.06M +$34K +597 +3%
KRS
280
Kentucky Retirement Systems
Kentucky
$1.05M +$4.61K +81 +0.4%
Mackenzie Financial
281
Mackenzie Financial
Ontario, Canada
$1.05M +$175K +3,073 +20%
OPERF
282
Oregon Public Employees Retirement Fund
Oregon
$1.03M +$14.8K +260 +1%
CFM
283
Coronation Fund Managers
South Africa
$1.03M +$1.03M +18,071 New
MSRPS
284
Maryland State Retirement & Pension System
Maryland
$1.03M – – –
MF
285
Magnetar Financial
Illinois
$1.02M +$1.02M +17,880 New
KeyBank National Association
286
KeyBank National Association
Ohio
$1.02M -$198K -3,484 -16%
Nomura Holdings
287
Nomura Holdings
Japan
$994K -$46.2K -812 -4%
LA
288
Lindenwold Advisors
Pennsylvania
$988K -$112K -1,970 -10%
HIMCH
289
Hartford Investment Management Co (HIMCO)
Connecticut
$983K -$308K -5,399 -24%
SMDAM
290
Sumitomo Mitsui DS Asset Management
Japan
$970K – – –
VAS
291
Vestmark Advisory Solutions
Massachusetts
$968K +$23.7K +416 +3%
EWM
292
Evermay Wealth Management
Virginia
$967K -$85.5K -1,500 -8%
RJT
293
Raymond James Trust
Florida
$955K +$57.3K +1,006 +6%
Daiwa Securities Group
294
Daiwa Securities Group
Japan
$951K +$66.8K +1,172 +8%
CL
295
CIM LLC
New York
$943K -$38.1K -653 -4%
SRAM
296
Spouting Rock Asset Management
Pennsylvania
$940K – – –
TCM
297
Tributary Capital Management
Nebraska
$925K +$126K +2,211 +16%
CS
298
Candriam SCA
Luxembourg
$924K +$924K +16,227 New
National Bank of Canada
299
National Bank of Canada
Quebec, Canada
$875K -$13.7K -241 -2%
BTWM
300
Baker Tilly Wealth Management
Wisconsin
$872K +$342K +6,008 +65%
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