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Brown & Brown
BRO

Overview Fund Activity

561 hedge funds and large institutions have $12.1B invested in Brown & Brown in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 207 increasing their positions, 218 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-8
Holders Change %
-1.41%
% of All Funds
9.7%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
49
Increased
207
Reduced
218
Closed
48
Calls
$1.46M
Puts
$326K
Net Calls
+$1.14M
Net Calls Change
+$3.16M

Top Buyers

1
LIP
Liontrust Investment Partners
United Kingdom
+$62.6M
2
JCM
Junto Capital Management
New York
+$58.7M
3
Morgan Stanley
Morgan Stanley
New York
+$48.5M
4
Principal Financial Group
Principal Financial Group
Iowa
+$33.4M
5
Millennium Management
Millennium Management
New York
+$28.2M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$76M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$38.9M
3
Charles Schwab
Charles Schwab
California
-$33.1M
4
BTW
Boston Trust Walden
Massachusetts
-$23.6M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
426
Pinnacle Associates
New York
$277K +$25.1K +415 +10%
MAM
427
Martingale Asset Management
Massachusetts
$274K -$61 -1 -0%
WPC
428
Wedmont Private Capital
Pennsylvania
$273K +$273K +4,520 New
DT
429
Diversified Trust
Tennessee
$267K -$42K -695 -14%
FF
430
FourThought Financial
Florida
$260K -$138K -2,277 -35%
Walleye Capital
431
Walleye Capital
New York
$258K -$535K -8,854 -67%
CAN
432
Cetera Advisor Networks
California
$255K +$15.2K +252 +6%
RIM
433
Redpoint Investment Management
Australia
$250K – – –
DC
434
Davenport & Co
Virginia
$250K +$39K +644 +18%
IA
435
IFP Advisors
Florida
$249K +$18K +633 +8%
SCA
436
Stonebridge Capital Advisors
Minnesota
$248K – – –
WG
437
Winton Group
United Kingdom
$246K +$246K +4,060 New
PWM
438
Provident Wealth Management
Tennessee
$244K – – –
TMAM
439
Tokio Marine Asset Management
Japan
$244K +$12.2K +202 +5%
MIC
440
Means Investment Company
Maine
$242K – – –
S
441
Seeyond
France
$241K -$306K -5,084 -56%
TI
442
Tidal Investments
Wisconsin
$240K +$7.25K +120 +3%
MWM
443
Mattern Wealth Management
Kansas
$236K – – –
YIH
444
Y-Intercept (HK)
Hong Kong
$230K +$230K +3,801 New
BCV
445
Banque Cantonale Vaudoise
Switzerland
$223K – – –
MWA
446
Motive Wealth Advisors
Michigan
$222K -$1.13M -18,623 -84%
SSW
447
Smith Shellnut Wilson
Mississippi
$222K +$222K +3,671 New
CC
448
Cannell & Co
New York
$218K -$60.6K -1,000 -22%
WHCI
449
W.H. Cornerstone Investments
Massachusetts
$217K +$217K +3,504 New
Cetera Investment Advisers
450
Cetera Investment Advisers
Illinois
$212K -$12.9K -214 -6%
16 17
18
19 20