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Brown & Brown
BRO

Overview Fund Activity

621 hedge funds and large institutions have $14.1B invested in Brown & Brown in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 216 increasing their positions, 221 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+22
Holders Change %
+3.67%
% of All Funds
9.9%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
68
Increased
216
Reduced
221
Closed
41
Calls
$12.5M
Puts
$5.58M
Net Calls
+$6.87M
Net Calls Change
+$995K

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$56.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$43.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$71.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$27.9M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$27.8M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$1.03B
2
Morgan Stanley
Morgan Stanley
New York
$652M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$364M
4
CVA
Ceredex Value Advisors
Florida
$0
5
BlackRock
BlackRock
New York
$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
401
IEQ Capital
California
$521K +$107K +1,537 +26%
NMIMC
402
Northwestern Mutual Investment Management Company
Wisconsin
$519K +$210 +3 +0%
NRI
403
NFP Retirement Inc
California
$501K -$30.2K -432 -6%
NLP
404
Next Level Private
New York
$500K +$16K +230 +3%
MM
405
MQS Management
New York
$495K +$495K +7,083 New
CC
406
Cannell & Co
New York
$492K +$69.8K +1,000 +17%
PI
407
PGGM Investments
Netherlands
$487K +$487K +6,978 New
SIA
408
SkyView Investment Advisors
New Jersey
$486K +$17.2K +246 +4%
FEG
409
Financial Enhancement Group
Indiana
$480K -$4.89K -70 -1%
SIM
410
Studio Investment Management
Illinois
$478K -$26.9K -385 -5%
FI
411
Fosun International
China
$471K -$210K -3,000 -31%
MC
412
Moors & Cabot
Massachusetts
$471K – – –
BBVA
413
Banco Bilbao Vizcaya Argentaria
Spain
$470K +$6.91K +99 +1%
BCM
414
Brookstone Capital Management
Illinois
$470K -$13K -190 -3%
QP
415
Quilter Plc
United Kingdom
$441K – – –
SP
416
Symmetry Partners
Connecticut
$441K – – –
APWM
417
Argonautica Private Wealth Management
Massachusetts
$440K +$45.5K +651 +12%
XWM
418
Xcel Wealth Management
Florida
$432K -$28.6K -409 -6%
KFP
419
KB Financial Partners
New Jersey
$432K +$3.36K +48 +0.8%
LCWP
420
Legacy Capital Wealth Partners
Arkansas
$430K +$430K +6,158 New
VIM
421
Vinva Investment Management
Australia
$419K -$73.4K -1,036 -15%
BTWM
422
Baker Tilly Wealth Management
Wisconsin
$417K -$749K -10,723 -64%
EWA
423
EP Wealth Advisors
California
$416K +$416K +5,956 New
TMAM
424
Tokio Marine Asset Management
Japan
$413K +$35.2K +504 +9%
Macquarie Group
425
Macquarie Group
Australia
$411K -$30.2K -432 -7%
15 16
17
18 19