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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
+$173M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$69.8M
3
Principal Financial Group
Principal Financial Group
Iowa
+$52.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$47.8M
5
Morgan Stanley
Morgan Stanley
New York
+$47.5M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$105M
2
BAM
Burgundy Asset Management
Ontario, Canada
-$102M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$83.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$71.9M
5
CCP
Clarkston Capital Partners
Michigan
-$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
401
CIBC World Market
Ontario, Canada
$354K +$354K +4,895 New
MS
402
Maven Securities
Jersey
$354K +$354K +4,900 New
GC
403
Gilbert & Cook
Iowa
$353K +$34.5K +478 +11%
TC
404
TownSquare Capital
Utah
$350K +$86.7K +1,201 +33%
HIM
405
Hotaling Investment Management
Pennsylvania
$344K +$16K +221 +5%
SAM
406
Shell Asset Management
Netherlands
$341K -$50.4K -698 -13%
FFM
407
Forum Financial Management
Illinois
$340K -$5.27K -73 -2%
BCV
408
Banque Cantonale Vaudoise
Switzerland
$340K – – –
BSW
409
Buckingham Strategic Wealth
Missouri
$337K -$2.24K -31 -0.7%
MFA
410
Mayflower Financial Advisors
Massachusetts
$333K +$722 +10 +0.2%
MAM
411
Martingale Asset Management
Massachusetts
$327K -$363 -5 -0.1%
CCA
412
Checchi Capital Advisers
California
$325K -$3.1K -43 -0.9%
PA
413
Parallel Advisors
California
$325K +$13.1K +180 +4%
SIA
414
SkyView Investment Advisors
New Jersey
$316K -$54.4K -753 -15%
CCMG
415
Clark Capital Management Group
Pennsylvania
$302K – – –
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$302K +$87.3K +1,208 +41%
Mercer Global Advisors
417
Mercer Global Advisors
Colorado
$300K +$84.9K +1,173 +39%
RIM
418
Redpoint Investment Management
Australia
$299K – – –
FPAS
419
Focus Partners Advisor Solutions
Missouri
$299K +$299K +4,138 New
CI
420
Cigna Investments
Connecticut
$298K -$81.3K -1,125 -21%
SCA
421
Stonebridge Capital Advisors
Minnesota
$296K -$14.4K -200 -5%
KFP
422
KB Financial Partners
New Jersey
$296K +$27.2K +377 +10%
N
423
Natixis
France
$294K +$294K +4,063 New
PA
424
Pinnacle Associates
New York
$292K – – –
MIC
425
Means Investment Company
Maine
$289K – – –
15 16
17
18 19