BRO icon

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 %
BWA
326
BDO Wealth Advisors
Florida
$830K -$29K -479 -3%
MLICM
327
Metropolitan Life Insurance Company (MetLife)
New York
$823K -$9.37K -155 -1%
OAM
328
Oppenheimer Asset Management
New York
$808K -$4.29K -71 -0.5%
NB
329
Norinchukin Bank
Japan
$803K +$86K +1,422 +12%
SA
330
SRN Advisors
Pennsylvania
$801K -$250K -4,131 -24%
GC
331
Guggenheim Capital
Illinois
$785K -$103K -1,707 -12%
GT
332
Glenmede Trust
Pennsylvania
$778K +$40.6K +672 +6%
NMERB
333
New Mexico Educational Retirement Board
New Mexico
$726K -$60.5K -1,000 -8%
CSI
334
Cross Staff Investments
New York
$726K – – –
UH
335
Unigestion Holding
Switzerland
$707K – – –
RCA
336
Resonant Capital Advisors
Wisconsin
$705K -$2.42K -40 -0.3%
RC
337
RegentAtlantic Capital
New Jersey
$703K -$199K -3,297 -22%
CB
338
Commerce Bank
Missouri
$699K -$21.9K -362 -3%
VEA
339
Virtus ETF Advisers
New York
$659K +$15.1K +250 +2%
Voloridge Investment Management
340
Voloridge Investment Management
Florida
$653K -$339K -5,604 -34%
BCM
341
Bayesian Capital Management
New York
$651K -$175K -2,900 -21%
WS
342
Wedbush Securities
California
$644K +$15.8K +261 +3%
PCP
343
Proficio Capital Partners
Massachusetts
$642K +$2.48K +41 +0.4%
Verition Fund Management
344
Verition Fund Management
Connecticut
$638K -$99.2K -1,639 -13%
FC
345
FORA Capital
Florida
$635K +$635K +10,494 New
Arrowstreet Capital
346
Arrowstreet Capital
Massachusetts
$632K +$632K +10,447 New
HBT
347
Heartland Bank & Trust
Illinois
$614K -$15.9K -263 -3%
Thrivent Financial for Lutherans
348
Thrivent Financial for Lutherans
Minnesota
$605K -$1.9M -31,392 -76%
OAM
349
Occidental Asset Management
California
$577K – – –
BTWM
350
Baker Tilly Wealth Management
Wisconsin
$563K -$14K -231 -2%
12 13
14
15 16