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Brown & Brown
BRO

Overview Fund Activity

621 hedge funds and large institutions have $14.1B invested in Brown & Brown in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 216 increasing their positions, 221 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+22
Holders Change %
+3.67%
% of All Funds
9.9%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
68
Increased
216
Reduced
221
Closed
41
Calls
$12.5M
Puts
$5.58M
Net Calls
+$6.87M
Net Calls Change
+$995K

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$56.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$43.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$71.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$27.9M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$27.8M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$1.03B
2
Morgan Stanley
Morgan Stanley
New York
$652M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$364M
4
CVA
Ceredex Value Advisors
Florida
$0
5
BlackRock
BlackRock
New York
$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
276
Sabal Trust
Florida
$1.62M – – –
AQR Capital Management
277
AQR Capital Management
Connecticut
$1.62M -$2.67M -38,286 -62%
CGH
278
Crossmark Global Holdings
Texas
$1.59M +$34.8K +490 +2%
GIBU
279
Gulf International Bank (UK)
United Kingdom
$1.57M -$141K -2,017 -8%
SC
280
Sepio Capital
Utah
$1.55M – – –
SIC
281
Salem Investment Counselors
North Carolina
$1.54M – – –
Bank of Nova Scotia
282
Bank of Nova Scotia
Ontario, Canada
$1.54M +$192K +2,752 +14%
SMDAM
283
Sumitomo Mitsui DS Asset Management
Japan
$1.53M +$13.9K +199 +0.9%
PA
284
Procyon Advisors
Connecticut
$1.49M +$562K +8,045 +60%
FCM
285
FJ Capital Management
Virginia
$1.49M +$806K +11,534 +117%
TRSOTSOK
286
Teachers Retirement System of the State of Kentucky
Kentucky
$1.48M – – –
CAM
287
Cacti Asset Management
Georgia
$1.47M – – –
IMRF
288
Illinois Municipal Retirement Fund
Illinois
$1.45M – – –
EMPI
289
Elo Mutual Pension Insurance
Finland
$1.41M +$20.5K +294 +1%
OSAM
290
O'Shaughnessy Asset Management
Connecticut
$1.4M +$727K +10,416 +108%
SAM
291
Silphium Asset Management
United Kingdom
$1.4M +$1.4M +20,000 New
Daiwa Securities Group
292
Daiwa Securities Group
Japan
$1.39M +$80.6K +1,154 +6%
LA
293
LBP AM
France
$1.39M +$219K +3,137 +19%
O
294
Ossiam
France
$1.37M -$95.5K -1,367 -7%
Mackenzie Financial
295
Mackenzie Financial
Ontario, Canada
$1.35M +$35.2K +508 +3%
NA
296
NewEdge Advisors
Louisiana
$1.35M -$306K -4,387 -19%
CI
297
CX Institutional
Indiana
$1.34M -$768 -11 -0.1%
DTL
298
Dynamic Technology Lab
Singapore
$1.33M +$1.33M +19,075 New
Nordea Investment Management
299
Nordea Investment Management
Sweden
$1.32M -$46.1K -652 -3%
KRS
300
Kentucky Retirement Systems
Kentucky
$1.32M -$2.65K -38 -0.2%
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12
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