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Brown & Brown
BRO

Overview Fund Activity

708 hedge funds and large institutions have $17.8B invested in Brown & Brown in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 271 increasing their positions, 230 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+33
Holders Change %
+4.89%
% of All Funds
10.26%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
96
Increased
271
Reduced
230
Closed
57
Calls
$18.9M
Puts
$1.76M
Net Calls
+$17.2M
Net Calls Change
+$8.51M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$70.1M
2
Invesco
Invesco
Georgia
+$57.3M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$41.8M
4
Capital World Investors
Capital World Investors
California
+$41.5M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$38.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$800M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$87.5M
3
Select Equity Group
Select Equity Group
New York
-$61.6M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$58.1M
5
Millennium Management
Millennium Management
New York
-$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
376
Chaney Capital Management
Washington
$951K – – –
PCP
377
Proficio Capital Partners
Massachusetts
$949K +$2.28K +26 +0.2%
Nomura Holdings
378
Nomura Holdings
Japan
$944K -$614K -7,011 -39%
FWM
379
FMFE Wealth Management
New York
$922K – – –
PAS
380
Park Avenue Securities
New York
$918K +$251K +2,862 +38%
O
381
Ossiam
France
$911K -$737K -8,418 -45%
CA
382
Claro Advisors
Massachusetts
$909K +$4.9K +56 +0.5%
Lazard Asset Management
383
Lazard Asset Management
New York
$897K -$1.25M -14,272 -58%
KTA
384
Keeley-Teton Advisors
Illinois
$893K – – –
Wealth Enhancement Advisory Services
385
Wealth Enhancement Advisory Services
Minnesota
$892K +$44.3K +506 +5%
IWC
386
Integrated Wealth Concepts
Massachusetts
$891K -$17.2K -197 -2%
BCM
387
Brookstone Capital Management
Illinois
$877K +$271K +3,096 +45%
BTWM
388
Baker Tilly Wealth Management
Wisconsin
$871K +$133K +1,523 +18%
EOJOAM
389
E. Ohman J:or Asset Management
Sweden
$867K – – –
I
390
INVST
Indiana
$861K +$861K +9,980 New
GT
391
Glenview Trust
Kentucky
$859K +$13.2K +151 +2%
RCA
392
Resonant Capital Advisors
Wisconsin
$849K -$6.65K -76 -0.8%
EWA
393
EP Wealth Advisors
California
$846K -$34.1K -390 -4%
VEA
394
Virtus ETF Advisers
New York
$841K +$74.7K +853 +10%
CB
395
Commerce Bank
Missouri
$840K -$21.6K -247 -3%
MLICM
396
Metropolitan Life Insurance Company (MetLife)
New York
$834K -$7.7K -88 -0.9%
FT
397
Fiduciary Trust
Massachusetts
$816K – – –
IIC
398
Integrated Investment Consultants
Michigan
$808K +$56.3K +643 +7%
MYIA
399
Mount Yale Investment Advisors
Colorado
$807K +$304K +3,467 +60%
PS
400
Principal Securities
Iowa
$798K +$31.9K +364 +4%
14 15
16
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