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Brown & Brown
BRO

Overview Fund Activity

598 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 227 increasing their positions, 197 reducing their positions, and 40 closing their positions.

Holders
598
Holders Change
+36
Holders Change %
+6.41%
% of All Funds
9.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
77
Increased
227
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$200M
2
Capital World Investors
2
Capital World Investors
California
$64.7M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$63M
4
Barclays
4
Barclays
United Kingdom
$62.1M
5
CS
5
Credit Suisse
Switzerland
$63.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$26.3M
2
Select Equity Group
2
Select Equity Group
New York
$1.08B
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$288M
4
Millennium Management
4
Millennium Management
New York
$71.4M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$359K
Name Market Value Shares Shares
Change 		Shares
Change %
FCP
426
Fidelis Capital Partners
Florida
$336K 4,887 +898 +23%
Fifth Third Bancorp
427
Fifth Third Bancorp
Ohio
$336K 4,876 +157 +3%
GIA
428
Gateway Investment Advisers
Ohio
$335K 4,862 – –
LFG
429
Larson Financial Group
Missouri
$332K 4,824 +37 +0.8%
CCA
430
Checchi Capital Advisers
California
$331K 4,809 -27 -0.6%
BMSSC
431
B. Metzler seel. Sohn & Co
Germany
$331K 4,804 – –
RWA
432
River Wealth Advisors
Pennsylvania
$328K 4,759 – –
FFM
433
Forum Financial Management
Illinois
$325K 4,726 +19 +0.4%
CFA
434
CWS Financial Advisors
Michigan
$322K 4,679 – –
SAM
435
Strategy Asset Managers
California
$316K 4,590 +21 +0.5%
BCV
436
Banque Cantonale Vaudoise
Switzerland
$309K 4,500 +800 +22%
FP
437
Foundry Partners
Minnesota
$299K 4,341 – –
DT
438
Diversified Trust
Tennessee
$295K 4,289 -2,982 -41%
LWP
439
Lumature Wealth Partners
Georgia
$294K 4,267 -60 -1%
AIMCA
440
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$289K 4,200 – –
BFM
441
Boothbay Fund Management
New York
$285K 4,141 -265 -6%
SCA
442
Stonebridge Capital Advisors
Minnesota
$282K 4,100 – –
PA
443
Pinnacle Associates
New York
$279K 4,060 +9 +0.2%
PWM
444
Provident Wealth Management
Tennessee
$278K 4,039 – –
MIC
445
Means Investment Company
Maine
$275K 4,000 – –
SW
446
SlateStone Wealth
Florida
$275K 4,000 – –
BFEC
447
Benjamin F. Edwards & Company
Missouri
$274K 3,977 -785 -16%
BAMF
448
BI Asset Management Fondsmaeglerselskab
Denmark
$270K 3,928 +457 +13%
PFO
449
Pathstone Family Office
New Jersey
$270K 3,916 +3,916 New
MWM
450
Mattern Wealth Management
Kansas
$262K 3,810 – –
16 17
18
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