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Brown & Brown
BRO

Overview Fund Activity

465 hedge funds and large institutions have $10.7B invested in Brown & Brown in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 141 increasing their positions, 179 reducing their positions, and 45 closing their positions.

Holders
465
Holders Change
+13
Holders Change %
+2.88%
% of All Funds
8.12%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
59
Increased
141
Reduced
179
Closed
45
Calls
$882K
Puts
$1.92M
Net Calls
-$1.04M
Net Calls Change
-$1.73M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$871M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$83M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$64.3M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$40.2M
5
State Street
5
State Street
Massachusetts
$523M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.39B
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$417M
3
VRS
3
Virginia Retirement Systems
Virginia
$7.15M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CDIA
326
Capital Directions Investment Advisors
Georgia
$335K 6,302 +6,302 New
BAM
327
Bruderman Asset Management
New York
$332K 6,237 +415 +7%
Canada Pension Plan Investment Board
328
Canada Pension Plan Investment Board
Ontario, Canada
$327K 6,156 -46,644 -88%
FCBT
329
First Citizens Bank & Trust
North Carolina
$327K 6,162 -780 -11%
RP
330
Rowlandmiller & Partners
Georgia
$325K 6,125 – –
XWM
331
Xcel Wealth Management
Florida
$316K 5,939 +1,203 +25%
CC
332
Cannell & Co
New York
$308K 5,800 – –
AP
333
Advisor Partners
California
$305K 5,742 -25 -0.4%
SP
334
Symmetry Partners
Connecticut
$304K 5,712 – –
Walleye Trading
335
Walleye Trading
New York
$300K 5,641 +5,641 New
PA
336
Procyon Advisors
Connecticut
$289K 5,433 – –
CI Investments Inc
337
CI Investments Inc
Ontario, Canada
$284K 5,344 +1,003 +23%
LNWWM
338
Laird Norton Wetherby Wealth Management
California
$283K 5,321 +5,321 New
OAM
339
Occidental Asset Management
California
$281K 5,279 -1,238 -19%
IIC
340
Integrated Investment Consultants
Michigan
$279K 5,250 +5,250 New
SAM
341
Strategy Asset Managers
California
$276K 5,197 +455 +10%
MFS
342
Mirabella Financial Services
United Kingdom
$274K 5,164 +5,164 New
Creative Planning
343
Creative Planning
Kansas
$270K 5,076 -614 -11%
IAMOG
344
Investors Asset Management of Georgia
Georgia
$268K 5,050 – –
FEG
345
Financial Enhancement Group
Indiana
$268K 5,039 +381 +8%
PCP
346
Proficio Capital Partners
Massachusetts
$266K 5,004 +282 +6%
LS
347
Livforsakringsbolaget Skandia
Sweden
$266K 5,000 +2,700 +117%
SFG
348
SevenBridge Financial Group
Pennsylvania
$265K 4,978 – –
CC
349
Claybrook Capital
Massachusetts
$265K 4,978 +4,978 New
CC
350
Centiva Capital
New York
$263K 4,956 +4,956 New
12 13
14
15 16