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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 %
SWP
301
Strategic Wealth Partners
Ohio
$916K +$44.7K +779 +5%
CFM
302
Coronation Fund Managers
South Africa
$907K -$131K -2,279 -13%
FNA
303
First National Advisers
Nebraska
$900K +$140K +2,440 +18%
LSERS
304
Louisiana State Employees Retirement System
Louisiana
$879K +$5.74K +100 +0.7%
FDCDDQ
305
Federation des caisses Desjardins du Quebec
Quebec, Canada
$873K +$642K +11,180 +278%
BTWM
306
Baker Tilly Wealth Management
Wisconsin
$853K -$25.6K -446 -3%
Pacer Advisors
307
Pacer Advisors
Pennsylvania
$836K +$805K +14,018 +2,582%
Fuller & Thaler Asset Management
308
Fuller & Thaler Asset Management
California
$836K +$606K +10,553 +263%
VEA
309
Virtus ETF Advisers
New York
$822K +$102K +1,769 +14%
SEC
310
Seven Eight Capital
New York
$805K +$331K +5,759 +70%
CSS
311
Cubist Systematic Strategies
Connecticut
$800K -$2.6M -45,222 -76%
VPIM
312
Vanguard Personalized Indexing Management
California
$788K -$279K -4,855 -26%
HAIM
313
Hunter Associates Investment Management
Pennsylvania
$788K -$69.7K -1,217 -8%
BWA
314
BDO Wealth Advisors
Florida
$781K -$8.5K -148 -1%
GT
315
Glenmede Trust
Pennsylvania
$770K -$72.4K -1,261 -9%
SC
316
Savant Capital
Illinois
$756K +$756K +13,169 New
FHB
317
First Hawaiian Bank
Hawaii
$745K +$28.2K +491 +4%
VIG
318
Vienna Insurance Group
Poland
$739K +$739K +12,863 New
OAM
319
Oppenheimer Asset Management
New York
$726K -$15.3K -267 -2%
OAM
320
Ostrum Asset Management
France
$702K +$702K +12,224 New
HCA
321
Hyperion Capital Advisors
New York
$689K -$1.15M -20,000 -63%
CSI
322
Cross Staff Investments
New York
$689K – – –
WS
323
Wedbush Securities
California
$687K +$76.8K +1,338 +13%
RCA
324
Resonant Capital Advisors
Wisconsin
$681K -$6.55K -114 -1%
API
325
Advisor Partners II
California
$680K +$9.02K +157 +1%
11 12
13
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