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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 %
GCP
301
GSA Capital Partners
United Kingdom
$1.09M +$783K +12,943 +254%
MSRPS
302
Maryland State Retirement & Pension System
Maryland
$1.09M – – –
EMPI
303
Elo Mutual Pension Insurance
Finland
$1.09M -$54.9K -908 -5%
OPERF
304
Oregon Public Employees Retirement Fund
Oregon
$1.08M -$29.9K -495 -3%
BBHC
305
Brown Brothers Harriman & Co
New York
$1.07M +$8.59K +142 +0.8%
SMDAM
306
Sumitomo Mitsui DS Asset Management
Japan
$1.03M +$20K +331 +2%
VAS
307
Vestmark Advisory Solutions
Massachusetts
$1M +$137K +2,274 +16%
SRAM
308
Spouting Rock Asset Management
Pennsylvania
$998K +$181K +3,000 +22%
CL
309
CIM LLC
New York
$986K -$145K -2,480 -13%
TCM
310
Teza Capital Management
Illinois
$985K -$252K -4,159 -20%
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$967K -$16.2M -260,834 -94%
V
312
Veritable
Delaware
$967K -$79.7K -1,317 -8%
Calamos Advisors
313
Calamos Advisors
Illinois
$962K -$438K -7,247 -31%
RJT
314
Raymond James Trust
Florida
$953K +$12.5K +206 +1%
Daiwa Securities Group
315
Daiwa Securities Group
Japan
$939K +$21.5K +356 +2%
Mackenzie Financial
316
Mackenzie Financial
Ontario, Canada
$928K -$152K -2,511 -14%
LSERS
317
Louisiana State Employees Retirement System
Louisiana
$907K +$12.1K +200 +1%
Axa
318
Axa
France
$897K -$968K -16,009 -52%
HAIM
319
Hunter Associates Investment Management
Pennsylvania
$893K -$37.6K -625 -4%
N
320
Natixis
France
$873K -$8.03M -132,741 -90%
Nordea Investment Management
321
Nordea Investment Management
Sweden
$856K – – –
TCM
322
Tributary Capital Management
Nebraska
$849K +$62.6K +1,035 +8%
CP
323
Cumberland Partners
Ontario, Canada
$847K +$242K +4,000 +40%
JF
324
Jump Financial
Illinois
$831K -$3.2M -52,932 -79%
Creative Planning
325
Creative Planning
Kansas
$831K +$44.4K +734 +6%
11 12
13
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