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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 %
Mercer Global Advisors
376
Mercer Global Advisors
Colorado
$378K +$113K +1,972 +43%
II
377
Inspire Investing
Idaho
$375K +$29.8K +519 +9%
N
378
Numerai
California
$374K +$374K +6,517 New
BBVA
379
Banco Bilbao Vizcaya Argentaria
Spain
$371K +$74.8K +1,302 +25%
SIA
380
SkyView Investment Advisors
New Jersey
$367K +$57.6K +1,003 +19%
Macquarie Group
381
Macquarie Group
Australia
$363K -$632 -11 -0.2%
SP
382
Symmetry Partners
Connecticut
$363K – – –
Wealthfront Advisers
383
Wealthfront Advisers
California
$360K +$38.2K +665 +12%
OIA
384
OneDigital Investment Advisors
Kansas
$337K +$337K +5,877 New
KFP
385
KB Financial Partners
New Jersey
$336K +$47.7K +832 +17%
WTB
386
Washington Trust Bank
Washington
$328K – – –
VI
387
Vestcor Inc
New Brunswick, Canada
$327K – – –
Vontobel Holding
388
Vontobel Holding
Switzerland
$326K +$26.3K +458 +9%
CAN
389
Cetera Advisor Networks
California
$322K +$29.1K +507 +10%
FRM
390
Fox Run Management
Connecticut
$321K -$52.1K -907 -14%
ST
391
Somerset Trust
Pennsylvania
$318K -$25K -436 -7%
APWM
392
Argonautica Private Wealth Management
Massachusetts
$318K -$58.1K -1,012 -15%
OTL
393
Oak Thistle LLC
New York
$317K +$317K +5,525 New
LCWP
394
Legacy Capital Wealth Partners
Arkansas
$305K +$305K +5,315 New
SIA
395
Schechter Investment Advisors
Michigan
$303K +$78.8K +1,372 +35%
TMAM
396
Tokio Marine Asset Management
Japan
$302K +$11.5K +200 +4%
Carson Wealth (CWM LLC)
397
Carson Wealth (CWM LLC)
Nebraska
$290K +$40K +695 +16%
CC
398
Cannell & Co
New York
$290K – – –
LNWWM
399
Laird Norton Wetherby Wealth Management
California
$286K -$30.9K -538 -10%
GIA
400
Gateway Investment Advisers
Ohio
$279K -$11.1K -193 -4%
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16
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