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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 %
V
326
Veritable
Delaware
$646K -$132K -2,292 -17%
NB
327
Norinchukin Bank
Japan
$642K +$21.2K +369 +3%
MGP
328
Metis Global Partners
California
$630K +$141K +2,451 +29%
NMERB
329
New Mexico Educational Retirement Board
New Mexico
$626K -$17.2K -300 -3%
PCP
330
Proficio Capital Partners
Massachusetts
$621K +$7.52K +131 +1%
MCM
331
Manchester Capital Management
Vermont
$621K +$59.6K +1,038 +11%
BPA
332
Beacon Pointe Advisors
California
$618K +$9.99K +174 +2%
TI
333
Tidal Investments
Wisconsin
$617K +$297K +5,173 +93%
ET
334
Equitable Trust
Tennessee
$616K – – –
GC
335
Guggenheim Capital
Illinois
$610K +$43.4K +756 +8%
MLICM
336
Metropolitan Life Insurance Company (MetLife)
New York
$604K -$158K -2,757 -21%
CB
337
Commerce Bank
Missouri
$595K +$19.5K +339 +3%
KTA
338
Keeley-Teton Advisors
Illinois
$586K +$51.7K +900 +10%
Thrivent Financial for Lutherans
339
Thrivent Financial for Lutherans
Minnesota
$579K +$1.32K +23 +0.2%
TC
340
TownSquare Capital
Utah
$579K -$34.9K -607 -6%
Creative Planning
341
Creative Planning
Kansas
$577K -$298K -5,182 -34%
EOJOAM
342
E. Ohman J:or Asset Management
Sweden
$574K – – –
GT
343
Glenview Trust
Kentucky
$574K +$22.9K +398 +4%
FI
344
Fosun International
China
$560K +$230K +4,000 +70%
OAM
345
Occidental Asset Management
California
$548K – – –
RC
346
Roundview Capital
New Jersey
$539K +$539K +9,384 New
OSAM
347
O'Shaughnessy Asset Management
Connecticut
$533K -$609K -10,599 -53%
CB
348
Centennial Bank
Arkansas
$515K -$12K -209 -2%
EAM
349
Empirical Asset Management
Massachusetts
$514K +$514K +8,945 New
FT
350
Fiduciary Trust
Massachusetts
$513K +$172 +3 +0%
12 13
14
15 16