We are live on ! Find out more
BRO icon

Brown & Brown

417 hedge funds and large institutions have $8.3B invested in Brown & Brown in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 149 increasing their positions, 146 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 40

31% more call options, than puts

Call options by funds: $6M | Put options by funds: $4.59M

11% more capital invested

Capital invested by funds: $7.5B → $8.3B (+$806M)

5% more funds holding

Funds holding: 396417 (+21)

2% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 146

0.98% less ownership

Funds ownership: 73.03%72.05% (-0.98%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
417
Holders Change
+21
Holders Change %
+5.3%
% of All Funds
8.55%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
63
Increased
149
Reduced
146
Closed
40
Calls
$6M
Puts
$4.59M
Net Calls
+$1.41M
Net Calls Change
-$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
326
AlphaSimPlex Group
Massachusetts
$231K +$218K +5,658 New
ST
327
Sabal Trust
Florida
$227K
AP
328
Advisor Partners
California
$227K +$214K +5,558 New
PG
329
Pendal Group
Australia
$226K +$214K +5,543 New
VAS
330
Vestmark Advisory Solutions
Massachusetts
$225K +$213K +5,522 New
IRF
331
IBM Retirement Fund
New York
$224K -$3.47K -90 -2%
PA
332
Procyon Advisors
Connecticut
$221K +$51.5K +1,336 +33%
HIM
333
Hotaling Investment Management
Pennsylvania
$220K +$208K +5,400 New
EI
334
Ellevest Inc
New York
$213K
PCM
335
Prelude Capital Management
New York
$212K +$200K +5,193 New
IAMOG
336
Investors Asset Management of Georgia
Georgia
$211K +$200K +5,180 New
Canada Pension Plan Investment Board
337
Canada Pension Plan Investment Board
Ontario, Canada
$206K -$235K -6,093 -55%
SFG
338
SevenBridge Financial Group
Pennsylvania
$203K +$192K +4,978 New
SAM
339
Storebrand Asset Management
Norway
$203K +$82.5K +2,138 +75%
CCA
340
Checchi Capital Advisers
California
$201K +$190K +4,926 New
SFS
341
Sowell Financial Services
Arkansas
$198K +$182K +4,718 +3,521%
BFEC
342
Benjamin F. Edwards & Company
Missouri
$181K -$14.2K -367 -8%
SCA
343
Stonebridge Capital Advisors
Minnesota
$175K
ST
344
Smithfield Trust
Pennsylvania
$172K
AIM
345
Anchor Investment Management
South Carolina
$142K
CI Investments Inc
346
CI Investments Inc
Ontario, Canada
$132K -$1.42M -36,829 -92%
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$115K
AIM
348
AIA Investment Management
Singapore
$105K
PCM
349
Penserra Capital Management
California
$96K +$1.2K +31 +1%
LS
350
Livforsakringsbolaget Skandia
Sweden
$94K

BRO Hedge Fund Activity: Q2 2020 in Review

417 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q2 2020, worth a combined $8.3B — up 11% from $7.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BRO positions and 40 closed out — a net gain of 23 holders — while 149 added to existing stakes and 146 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $49.6M. The largest seller was Victory Capital Management, cutting an estimated $105M.

  • 417 institutional investors held Brown & Brown (BRO) as of Q2 2020, up from 396 in Q1 2020.
  • Funds reported $8.3B of Brown & Brown stock for Q2 2020, up 11% quarter-over-quarter.
  • 63 funds opened new Brown & Brown positions in Q2 2020 and 40 closed out, a net change of +23 holders.
  • The largest Brown & Brown buyer in Q2 2020 was Atlanta Capital Management, an estimated $49.6M added.
  • The largest Brown & Brown seller in Q2 2020 was Victory Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2020.