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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 %
IAIM
401
Industrial Alliance Investment Management
Quebec, Canada
$278K +$278K +4,848 New
CCA
402
Checchi Capital Advisers
California
$278K – – –
BMSSC
403
B. Metzler seel. Sohn & Co
Germany
$276K – – –
DC
404
Davenport & Co
Virginia
$276K +$14.7K +256 +6%
EGM
405
Engineers Gate Manager
New York
$276K +$276K +4,802 New
LFG
406
Larson Financial Group
Missouri
$275K +$172 +3 +0.1%
RWA
407
River Wealth Advisors
Pennsylvania
$273K +$5.86K +102 +2%
BFEC
408
Benjamin F. Edwards & Company
Missouri
$273K -$23.1K -403 -8%
Fifth Third Bancorp
409
Fifth Third Bancorp
Ohio
$271K -$32.3K -563 -11%
FFM
410
Forum Financial Management
Illinois
$270K – – –
CFA
411
CWS Financial Advisors
Michigan
$269K -$142K -2,468 -35%
IIC
412
Integrated Investment Consultants
Michigan
$266K +$49.7K +865 +23%
T
413
TRUADVICE
Florida
$263K +$263K +4,084 New
BSW
414
Buckingham Strategic Wealth
Missouri
$263K – – –
SAM
415
Strategy Asset Managers
California
$262K -$13.8K -241 -5%
FCP
416
Fidelis Capital Partners
Florida
$261K +$261K +3,989 New
CCA
417
Cadent Capital Advisors
Oklahoma
$256K +$57 +1 +0%
BFM
418
Boothbay Fund Management
New York
$253K +$41.2K +717 +19%
FP
419
Foundry Partners
Minnesota
$249K -$3.85K -67 -2%
LWP
420
Lumature Wealth Partners
Georgia
$248K +$248K +4,327 New
JSW
421
Journey Strategic Wealth
New Jersey
$245K +$115 +2 +0%
AIMCA
422
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$241K +$241K +4,200 New
N
423
Natixis
France
$237K -$13.2M -229,163 -98%
SCA
424
Stonebridge Capital Advisors
Minnesota
$235K – – –
VIM
425
Vinva Investment Management
Australia
$234K +$234K +4,129 New
15 16
17
18 19