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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 %
PA
426
Pinnacle Associates
New York
$233K +$287 +5 +0.1%
ACM
427
Acrisure Capital Management
Texas
$232K -$6.78K -118 -3%
PWM
428
Provident Wealth Management
Tennessee
$232K – – –
SW
429
SlateStone Wealth
Florida
$230K -$57.5K -1,000 -20%
MIC
430
Means Investment Company
Maine
$230K – – –
SAM
431
Shell Asset Management
Netherlands
$227K -$803 -14 -0.4%
MWM
432
Mattern Wealth Management
Kansas
$219K – – –
AG
433
AIA Group
Hong Kong
$217K -$28K -487 -11%
MYAM
434
Meiji Yasuda Asset Management
Japan
$215K +$215K +3,740 New
SSW
435
Smith Shellnut Wilson
Mississippi
$214K – – –
CRC
436
Curi RMB Capital
Illinois
$213K – – –
TRCT
437
Tower Research Capital (TRC)
New York
$213K -$340K -5,925 -61%
BCV
438
Banque Cantonale Vaudoise
Switzerland
$212K – – –
DWM
439
Darwin Wealth Management
Florida
$203K – – –
WHCI
440
W.H. Cornerstone Investments
Massachusetts
$202K +$403 +7 +0.2%
MGIM
441
M&G Investment Management
United Kingdom
$200K -$110K -1,927 -35%
BAMF
442
BI Asset Management Fondsmaeglerselskab
Denmark
$199K +$25.9K +451 +15%
SG Americas Securities
443
SG Americas Securities
New York
$190K +$190K +3,307 New
CCP
444
Carmel Capital Partners
California
$182K +$182K +3,162 New
AIM
445
Anchor Investment Management
South Carolina
$177K – – –
HI
446
Horizon Investments
North Carolina
$176K +$176K +3,070 New
PTC
447
Private Trust Company
Ohio
$168K – – –
BAM
448
Belpointe Asset Management
Nevada
$165K +$46K +802 +39%
ST
449
Smithfield Trust
Pennsylvania
$144K – – –
DFCM
450
Dark Forest Capital Management
Puerto Rico
$142K +$142K +2,479 New
16 17
18
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