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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.

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

Top Sellers

1
Millennium Management
Millennium Management
New York
$5.73M
2
BAM
Burgundy Asset Management
Ontario, Canada
$0
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.96B
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$2.96M
5
CCP
Clarkston Capital Partners
Michigan
$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
NLP
376
Next Level Private
New York
$467K – – –
PFO
377
Pathstone Family Office
New Jersey
$465K – – –
AP
378
Advisor Partners
California
$465K +$6.65K +92 +1%
IIC
379
Integrated Investment Consultants
Michigan
$462K -$139K -1,924 -23%
CDIA
380
Capital Directions Investment Advisors
Georgia
$461K +$5.28K +73 +1%
XWM
381
Xcel Wealth Management
Florida
$444K -$5.78K -80 -1%
ST
382
Somerset Trust
Pennsylvania
$440K -$19K -263 -4%
EGM
383
Engineers Gate Manager
New York
$435K +$435K +6,017 New
Simplex Trading
384
Simplex Trading
Illinois
$434K +$434K +6,013 New
FEG
385
Financial Enhancement Group
Indiana
$433K +$3.47K +48 +0.8%
BMSSC
386
B. Metzler seel. Sohn & Co
Germany
$419K +$36.1K +500 +9%
SP
387
Symmetry Partners
Connecticut
$413K – – –
WTB
388
Washington Trust Bank
Washington
$413K +$1.45K +20 +0.4%
TC
389
Toews Corporation
New Jersey
$412K +$412K +5,700 New
KFA
390
Krane Funds Advisors
New York
$407K +$8.45K +117 +2%
Vontobel Holding
391
Vontobel Holding
Switzerland
$404K +$109K +1,502 +37%
Fuller & Thaler Asset Management
392
Fuller & Thaler Asset Management
California
$397K -$31.3K -434 -7%
CCA
393
Cadent Capital Advisors
Oklahoma
$393K +$72 +1 +0%
RWA
394
River Wealth Advisors
Pennsylvania
$393K +$26.7K +370 +7%
LNWWM
395
Laird Norton Wetherby Wealth Management
California
$375K -$3.98K -55 -1%
CC
396
Cannell & Co
New York
$369K -$14.5K -200 -4%
IAMOG
397
Investors Asset Management of Georgia
Georgia
$365K – – –
II
398
Inspire Investing
Idaho
$361K -$71.4K -988 -17%
MC
399
Moors & Cabot
Massachusetts
$361K +$43.4K +600 +14%
SFG
400
SevenBridge Financial Group
Pennsylvania
$354K – – –
14 15
16
17 18