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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 %
RWA
351
River Wealth Advisors
Pennsylvania
$260K 4,897 +170 +4%
SEC
352
Seven Eight Capital
New York
$260K 4,900 +4,900 New
ST
353
Sabal Trust
Florida
$259K 4,868 – –
B
354
Barings
North Carolina
$254K 4,778 – –
KFP
355
KB Financial Partners
New Jersey
$254K 4,773 +771 +19%
TC
356
TAP Consulting
Missouri
$253K 4,767 -1,704 -26%
BCV
357
Banque Cantonale Vaudoise
Switzerland
$250K 4,700 – –
BSW
358
Buckingham Strategic Wealth
Missouri
$247K 4,657 – –
MFA
359
Mayflower Financial Advisors
Massachusetts
$244K 4,595 +4,595 New
6M
360
6 Meridian
Kansas
$241K 4,543 -158 -3%
Wealthfront Advisers
361
Wealthfront Advisers
California
$241K 4,537 +4,537 New
CCA
362
Checchi Capital Advisers
California
$239K 4,496 -146 -3%
BMSSC
363
B. Metzler seel. Sohn & Co
Germany
$239K 4,494 +4,494 New
CRC
364
Curi RMB Capital
Illinois
$237K 4,455 +4,455 New
CAN
365
Cetera Advisor Networks
California
$236K 4,439 -15 -0.3%
MC
366
Moors & Cabot
Massachusetts
$233K 4,392 – –
GC
367
Gilbert & Cook
Iowa
$227K 4,269 +4,269 New
WCM
368
Weld Capital Management
New York
$224K 4,207 +4,207 New
HIM
369
Hotaling Investment Management
Pennsylvania
$224K 4,215 +4,215 New
TI
370
Tidal Investments
Wisconsin
$223K 4,199 +4,199 New
BTWM
371
Baker Tilly Wealth Management
Wisconsin
$222K 4,182 +4,182 New
RIM
372
Redpoint Investment Management
Australia
$220K 4,138 +4,138 New
EWA
373
Exencial Wealth Advisors
Oklahoma
$220K 4,147 +4,147 New
CCA
374
Cadent Capital Advisors
Oklahoma
$218K 4,098 +4,098 New
PA
375
Pinnacle Associates
New York
$215K 4,046 +4,046 New
13 14
15
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