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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 %
M&T Bank
351
M&T Bank
New York
$512K +$11.4K +198 +2%
MML Investors Services
352
MML Investors Services
Massachusetts
$497K +$34.4K +599 +7%
MFA
353
Mayflower Financial Advisors
Massachusetts
$495K +$111K +1,937 +29%
GC
354
Gilbert & Cook
Iowa
$493K +$59.2K +1,031 +14%
PA
355
Procyon Advisors
Connecticut
$492K – – –
KRSITF
356
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$480K -$2.12K -37 -0.4%
CA
357
Claro Advisors
Massachusetts
$479K +$50.9K +886 +12%
HAS
358
Holland Advisory Services
Florida
$472K +$804 +14 +0.2%
NRI
359
NFP Retirement Inc
California
$464K -$51.7K -900 -10%
AM
360
AGF Management
Ontario, Canada
$457K +$3.79K +66 +0.8%
SFG
361
SevenBridge Financial Group
Pennsylvania
$456K – – –
American Century Companies
362
American Century Companies
Missouri
$452K +$30.8K +536 +7%
IC
363
IEQ Capital
California
$450K +$84.1K +1,464 +23%
FEG
364
Financial Enhancement Group
Indiana
$447K -$19.6K -298 -4%
SQA
365
Simon Quick Advisors
New Jersey
$446K +$201K +3,505 +82%
QP
366
Quilter Plc
United Kingdom
$439K +$439K +442 New
NMIMC
367
Northwestern Mutual Investment Management Company
Wisconsin
$424K +$1.26K +22 +0.3%
NP
368
Nilsine Partners
Colorado
$422K +$422K +7,356 New
BCM
369
Brookstone Capital Management
Illinois
$418K +$11K +184 +3%
DT
370
Diversified Trust
Tennessee
$418K +$112K +1,942 +36%
SIM
371
Studio Investment Management
Illinois
$402K +$34.6K +602 +9%
CCI
372
Credit Capital Investments
New Jersey
$398K +$398K +6,936 New
EI
373
Ethic Inc
New York
$394K +$189K +3,287 +92%
MC
374
Moors & Cabot
Massachusetts
$383K – – –
XWM
375
Xcel Wealth Management
Florida
$379K – – –
13 14
15
16 17