BRO icon

Brown & Brown
BRO

Overview Fund Activity

675 hedge funds and large institutions have $15.1B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 240 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+54
Holders Change %
+8.7%
% of All Funds
9.9%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
106
Increased
240
Reduced
225
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$616M
2
CAM
Congress Asset Management
Massachusetts
+$82.4M
3
Man Group
Man Group
United Kingdom
+$64.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$61.5M
5
Goldman Sachs
Goldman Sachs
New York
+$37.3M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$172M
2
CCP
Clarkston Capital Partners
Michigan
-$45.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$43.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$43.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
301
Crossmark Global Holdings
Texas
$1.56M -$27.7K -389 -2%
SMDAM
302
Sumitomo Mitsui DS Asset Management
Japan
$1.55M – – –
PAM
303
Panagora Asset Management
Massachusetts
$1.55M -$103K -1,452 -6%
Fuller & Thaler Asset Management
304
Fuller & Thaler Asset Management
California
$1.5M +$244K +3,431 +19%
EMPI
305
Elo Mutual Pension Insurance
Finland
$1.5M +$58.2K +818 +4%
ST
306
Sabal Trust
Florida
$1.48M -$167K -2,345 -10%
CAM
307
Cacti Asset Management
Georgia
$1.48M – – –
IMRF
308
Illinois Municipal Retirement Fund
Illinois
$1.47M – – –
PI
309
PGGM Investments
Netherlands
$1.46M +$968K +13,616 +195%
TRSOTSOK
310
Teachers Retirement System of the State of Kentucky
Kentucky
$1.44M -$66.4K -933 -4%
NA
311
NewEdge Advisors
Louisiana
$1.43M -$22.8K -304 -2%
GIBU
312
Gulf International Bank (UK)
United Kingdom
$1.42M -$182K -2,566 -11%
AI
313
Atria Investments
North Carolina
$1.42M -$260K -3,658 -16%
KeyBank National Association
314
KeyBank National Association
Ohio
$1.41M +$251K +3,524 +22%
OTL
315
Oak Thistle LLC
New York
$1.4M -$811K -11,406 -37%
II
316
Inspire Investing
Idaho
$1.4M +$67.7K +952 +5%
TI
317
Tidal Investments
Wisconsin
$1.38M -$1.18M -16,633 -46%
N
318
Natixis
France
$1.38M -$18.8M -264,179 -93%
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$1.37M -$429K -6,038 -24%
Nordea Investment Management
320
Nordea Investment Management
Sweden
$1.37M +$47.1K +665 +4%
CI
321
CX Institutional
Indiana
$1.36M -$4.69K -66 -0.3%
KRS
322
Kentucky Retirement Systems
Kentucky
$1.34M +$640 +9 +0%
O
323
Ossiam
France
$1.34M -$54K -760 -4%
PIM
324
Penobscot Investment Management
Massachusetts
$1.31M +$108K +1,525 +9%
OPERF
325
Oregon Public Employees Retirement Fund
Oregon
$1.31M +$14.2K +200 +1%
11 12
13
14 15