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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 %
HIMCH
276
Hartford Investment Management Co (HIMCO)
Connecticut
$1.16M +$165K +2,881 +17%
Nomura Holdings
277
Nomura Holdings
Japan
$1.14M +$140K +2,431 +14%
WBC
278
Westpac Banking Corp
Australia
$1.12M – – –
Mackenzie Financial
279
Mackenzie Financial
Ontario, Canada
$1.12M +$61.3K +1,068 +6%
SAM
280
Securian Asset Management
Minnesota
$1.12M -$5.74K -100 -0.5%
EMPI
281
Elo Mutual Pension Insurance
Finland
$1.11M +$42.7K +743 +4%
Nordea Investment Management
282
Nordea Investment Management
Sweden
$1.11M – – –
FC
283
FORA Capital
Florida
$1.08M +$856K +14,910 +377%
MSRPS
284
Maryland State Retirement & Pension System
Maryland
$1.07M +$40K +697 +4%
PFS
285
Prospera Financial Services
Texas
$1.07M -$15.4K -269 -1%
KRS
286
Kentucky Retirement Systems
Kentucky
$1.07M +$8.78K +153 +0.8%
Daiwa Securities Group
287
Daiwa Securities Group
Japan
$1.06M +$102K +1,783 +11%
CI
288
CX Institutional
Indiana
$1.05M -$40.1K -695 -4%
OPERF
289
Oregon Public Employees Retirement Fund
Oregon
$1.04M – – –
TCM
290
Tributary Capital Management
Nebraska
$1M +$68.4K +1,191 +7%
LA
291
Lindenwold Advisors
Pennsylvania
$988K -$7.29K -127 -0.7%
RJT
292
Raymond James Trust
Florida
$982K +$20.1K +350 +2%
PIM
293
Penobscot Investment Management
Massachusetts
$978K -$220K -3,830 -18%
EWM
294
Evermay Wealth Management
Virginia
$975K – – –
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$960K -$441K -7,679 -31%
SRAM
296
Spouting Rock Asset Management
Pennsylvania
$947K – – –
CBNLCF
297
Cognios Beta Neutral Large Cap Fund
Kansas
$942K +$105K +1,857 +13%
CL
298
CIM LLC
New York
$938K +$10.2K +177 +1%
Bank of Nova Scotia
299
Bank of Nova Scotia
Ontario, Canada
$935K -$182K -3,177 -16%
KeyBank National Association
300
KeyBank National Association
Ohio
$933K -$93.7K -1,631 -9%
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