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Brown & Brown
BRO

Overview Fund Activity

621 hedge funds and large institutions have $14.1B invested in Brown & Brown in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 216 increasing their positions, 221 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+22
Holders Change %
+3.67%
% of All Funds
9.9%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
68
Increased
216
Reduced
221
Closed
41
Calls
$12.5M
Puts
$5.58M
Net Calls
+$6.87M
Net Calls Change
+$995K

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$56.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$43.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$71.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$27.9M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$27.8M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$1.03B
2
Morgan Stanley
Morgan Stanley
New York
$652M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$364M
4
CVA
Ceredex Value Advisors
Florida
$0
5
BlackRock
BlackRock
New York
$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
326
Tower Research Capital (TRC)
New York
$1.05M +$268K +3,831 +34%
CL
327
CIM LLC
New York
$1.05M +$559 +8 +0.1%
SC
328
Savant Capital
Illinois
$1.04M +$126K +1,797 +14%
Pacer Advisors
329
Pacer Advisors
Pennsylvania
$1.03M +$25.9K +371 +3%
LSERS
330
Louisiana State Employees Retirement System
Louisiana
$1.02M – – –
SWP
331
Strategic Wealth Partners
Ohio
$1M -$100K -1,432 -9%
IFU
332
iSAM Funds (UK)
United Kingdom
$984K +$373K +5,337 +61%
RC
333
Roundview Capital
New Jersey
$976K +$908 +13 +0.1%
MGP
334
Metis Global Partners
California
$962K +$80.8K +1,157 +9%
CFM
335
Coronation Fund Managers
South Africa
$945K -$90.6K -1,297 -9%
ESCM
336
Echo Street Capital Management
New York
$945K +$945K +13,530 New
VPIM
337
Vanguard Personalized Indexing Management
California
$942K -$22.2K -318 -2%
SG Americas Securities
338
SG Americas Securities
New York
$929K -$2.38M -34,125 -72%
PFO
339
Pathstone Family Office
New Jersey
$901K +$628K +8,985 +229%
API
340
Advisor Partners II
California
$891K +$25.2K +361 +3%
FRM
341
Fox Run Management
Connecticut
$887K +$887K +12,702 New
QCM
342
QRG Capital Management
Illinois
$876K +$876K +12,544 New
AC
343
AXQ Capital
New Jersey
$866K +$866K +12,400 New
WS
344
Wedbush Securities
California
$861K -$14.1K -202 -2%
NMERB
345
New Mexico Educational Retirement Board
New Mexico
$852K +$55.9K +800 +7%
OAM
346
Ostrum Asset Management
France
$849K -$5.8K -83 -0.7%
OAM
347
Oppenheimer Asset Management
New York
$846K -$20.7K -296 -2%
CSI
348
Cross Staff Investments
New York
$838K – – –
CWP
349
Cyndeo Wealth Partners
Florida
$825K +$698 +10 +0.1%
RCA
350
Resonant Capital Advisors
Wisconsin
$817K +$6.84K +98 +0.8%
12 13
14
15 16