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Brown & Brown
BRO

Overview Fund Activity

708 hedge funds and large institutions have $17.8B invested in Brown & Brown in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 271 increasing their positions, 230 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+33
Holders Change %
+4.89%
% of All Funds
10.26%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
96
Increased
271
Reduced
230
Closed
57
Calls
$18.9M
Puts
$1.76M
Net Calls
+$17.2M
Net Calls Change
+$8.51M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$70.1M
2
Invesco
Invesco
Georgia
+$57.3M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$41.8M
4
Capital World Investors
Capital World Investors
California
+$41.5M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$38.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$800M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$87.5M
3
Select Equity Group
Select Equity Group
New York
-$61.6M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$58.1M
5
Millennium Management
Millennium Management
New York
-$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
276
Pathstone Holdings
New Jersey
$2.3M +$266K +3,035 +13%
SOADOR
277
State of Alaska Department of Revenue
Alaska
$2.24M +$10.9K +125 +0.5%
Daiwa Securities Group
278
Daiwa Securities Group
Japan
$2.24M +$266K +3,044 +14%
Public Employees Retirement Association of Colorado
279
Public Employees Retirement Association of Colorado
Colorado
$2.23M -$131K -1,494 -6%
AQR Capital Management
280
AQR Capital Management
Connecticut
$2.2M +$1.09M +12,496 +99%
CL
281
Choreo LLC
Illinois
$2.16M -$109K -1,250 -5%
VNIM
282
Vaughan Nelson Investment Management
Texas
$2.14M -$1.12M -12,850 -34%
BFPW
283
BOK Financial Private Wealth
Colorado
$2.12M -$171K -1,956 -7%
Fuller & Thaler Asset Management
284
Fuller & Thaler Asset Management
California
$2.1M +$254K +2,902 +14%
HA
285
Harbor Advisors
Florida
$2.1M – – –
DADC
286
D.A. Davidson & Co
Montana
$2.09M -$32.1K -367 -2%
AI
287
Atria Investments
North Carolina
$2.07M +$331K +3,780 +19%
ST
288
Sabal Trust
Florida
$2.03M +$205K +2,345 +11%
PIWA
289
Prevail Innovative Wealth Advisors
Kansas
$1.99M +$1.71M +19,579 +620%
SMDAM
290
Sumitomo Mitsui DS Asset Management
Japan
$1.95M +$39.1K +447 +2%
CGH
291
Crossmark Global Holdings
Texas
$1.94M +$12.6K +144 +0.7%
EMPI
292
Elo Mutual Pension Insurance
Finland
$1.94M +$92.5K +1,057 +5%
PA
293
Procyon Advisors
Connecticut
$1.93M +$4.47K +51 +0.2%
AI
294
Atom Investors
Texas
$1.93M +$576K +6,585 +43%
SIC
295
Salem Investment Counselors
North Carolina
$1.93M – – –
TC
296
TAP Consulting
Missouri
$1.91M +$1.91M +21,772 New
KeyBank National Association
297
KeyBank National Association
Ohio
$1.89M +$150K +1,719 +9%
CAM
298
Cacti Asset Management
Georgia
$1.88M – – –
TI
299
Tidal Investments
Wisconsin
$1.86M +$160K +1,828 +9%
PAM
300
Panagora Asset Management
Massachusetts
$1.86M -$50.9K -581 -3%
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