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Brown & Brown
BRO

Overview Fund Activity

573 hedge funds and large institutions have $14.7B invested in Brown & Brown in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 217 increasing their positions, 193 reducing their positions, and 51 closing their positions.

Holders
573
Holders Change
+26
Holders Change %
+4.75%
% of All Funds
9.07%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
82
Increased
217
Reduced
193
Closed
51
Calls
$7.63M
Puts
$18.8M
Net Calls
-$11.2M
Net Calls Change
-$11.4M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$178M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$185M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$640M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$58.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$160M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$5.73M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.96B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.96M
5
CCP
5
Clarkston Capital Partners
Michigan
$221M
Name Market Value Shares Shares
Change 		Shares
Change %
CCIA
351
Campbell & Co Investment Adviser
Maryland
$646K 8,944 +8,944 New
CC
352
Centiva Capital
New York
$645K 8,925 +8,925 New
FT
353
Fiduciary Trust
Massachusetts
$643K 8,904 – –
KTA
354
Keeley-Teton Advisors
Illinois
$636K 8,800 +8,800 New
HI
355
Horizon Investments
North Carolina
$604K 8,375 +1,902 +29%
Connor, Clark & Lunn Investment Management (CC&L)
356
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$597K 8,258 -134,527 -94%
BTWM
357
Baker Tilly Wealth Management
Wisconsin
$594K 8,221 +2,272 +38%
HAS
358
Holland Advisory Services
Florida
$591K 8,175 +11 +0.1%
PP
359
Paloma Partners
Connecticut
$578K 8,000 -19,300 -71%
JF
360
JSF Financial
California
$570K 7,881 +1,575 +25%
AAM
361
Advisors Asset Management
Colorado
$560K 7,752 -1,703 -18%
FRM
362
Fox Run Management
Connecticut
$555K 7,683 +7,683 New
GT
363
Glenview Trust
Kentucky
$539K 7,454 – –
CAN
364
Cetera Advisor Networks
California
$528K 7,303 +2,387 +49%
FF
365
FourThought Financial
Florida
$515K 7,120 -353 -5%
CRC
366
Curi RMB Capital
Illinois
$515K 7,132 +2,677 +60%
Citadel Advisors
367
Citadel Advisors
Florida
$514K 7,111 -199,090 -97%
Creative Planning
368
Creative Planning
Kansas
$506K 7,007 +1,991 +40%
KRSITF
369
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$500K 6,921 +643 +10%
LCM
370
Laurion Capital Management
New York
$497K 6,876 +6,876 New
BCM
371
Brookstone Capital Management
Illinois
$496K 6,838 +20 +0.3%
CIM
372
Contravisory Investment Management
Massachusetts
$487K 6,734 +6,734 New
BAM
373
Blueshift Asset Management
New Jersey
$476K 6,582 +6,582 New
PP
374
Palladium Partners
Virginia
$473K 6,550 -800 -11%
CFA
375
CWS Financial Advisors
Michigan
$469K 6,487 -613 -9%
13 14
15
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