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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.

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
1
ProShare Advisors
Maryland
$178M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$185M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$640M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$58.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$160M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$5.73M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.96B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.96M
5
CCP
5
Clarkston Capital Partners
Michigan
$221M
Name Market Value Shares Shares
Change 		Shares
Change %
MIC
426
Means Investment Company
Maine
$289K 4,000 – –
MWM
427
Mattern Wealth Management
Kansas
$283K 3,910 – –
CA
428
Claro Advisors
Massachusetts
$277K 3,937 – –
MCM
429
MAI Capital Management
Ohio
$275K 3,812 +53 +1%
JSW
430
Journey Strategic Wealth
New Jersey
$275K 3,815 +405 +12%
PTC
431
Private Trust Company
Ohio
$274K 3,792 -9,704 -72%
VI
432
Vestcor Inc
New Brunswick, Canada
$274K 3,797 +843 +29%
MGP
433
Metis Global Partners
California
$271K 3,747 +3,747 New
BAM
434
Bruderman Asset Management
New York
$266K 3,652 -867 -19%
IRF
435
IBM Retirement Fund
New York
$266K 3,684 -187 -5%
Canada Pension Plan Investment Board
436
Canada Pension Plan Investment Board
Ontario, Canada
$260K 3,600 -182,543 -98%
TMAM
437
Tokio Marine Asset Management
Japan
$253K 3,500 – –
CFA
438
Camarda Financial Advisors
Florida
$253K 3,498 +3,498 New
AIM
439
Anchor Investment Management
South Carolina
$252K 3,480 – –
American Century Companies
440
American Century Companies
Missouri
$249K 3,439 -83 -2%
DWM
441
Darwin Wealth Management
Florida
$246K 3,400 – –
WI
442
WrapManager Inc
California
$240K 3,317 +3,317 New
PA
443
Profund Advisors
Maryland
$239K 3,307 -387 -10%
GCP
444
GSA Capital Partners
United Kingdom
$237K 3,275 +3,275 New
DT
445
Diversified Trust
Tennessee
$236K 3,264 -1,935 -37%
PCM
446
Penserra Capital Management
California
$234K 3,249 -22,156 -87%
Cetera Investment Advisers
447
Cetera Investment Advisers
Illinois
$233K 3,220 +3,220 New
IA
448
IFP Advisors
Florida
$232K 8,108 +4,820 +147%
LS
449
Livforsakringsbolaget Skandia
Sweden
$231K 3,200 – –
SIA
450
Schechter Investment Advisors
Michigan
$227K 3,150 +3,150 New
16 17
18
19 20