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Brown & Brown
BRO

Overview Fund Activity

708 hedge funds and large institutions have $17.8B invested in Brown & Brown in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 271 increasing their positions, 230 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+33
Holders Change %
+4.89%
% of All Funds
10.26%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
96
Increased
271
Reduced
230
Closed
57
Calls
$18.9M
Puts
$1.76M
Net Calls
+$17.2M
Net Calls Change
+$8.51M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$70.1M
2
Invesco
Invesco
Georgia
+$57.3M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$41.8M
4
Capital World Investors
Capital World Investors
California
+$41.5M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$38.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$800M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$87.5M
3
Select Equity Group
Select Equity Group
New York
-$61.6M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$58.1M
5
Millennium Management
Millennium Management
New York
-$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
426
Aigen Investment Management
New York
$618K +$618K +7,059 New
CS
427
Cannell & Spears
New York
$617K +$617K +7,050 New
QC
428
Quadrature Capital
United Kingdom
$610K +$610K +6,970 New
OIA
429
OneDigital Investment Advisors
Kansas
$610K -$337K -3,845 -36%
PI
430
PEAK6 Investments
Illinois
$609K +$349K +3,991 +134%
PIM
431
Plato Investment Management
Australia
$609K +$609K +6,952 New
MC
432
Moors & Cabot
Massachusetts
$590K – – –
SFA
433
Sequoia Financial Advisors
Ohio
$586K +$586K +6,693 New
NRI
434
NFP Retirement Inc
California
$585K -$43.8K -500 -7%
IC
435
IEQ Capital
California
$583K +$11.5K +131 +2%
TRCT
436
Tower Research Capital (TRC)
New York
$577K -$3.44M -39,270 -86%
NLP
437
Next Level Private
New York
$570K – – –
Squarepoint
438
Squarepoint
New York
$561K -$5.73M -65,454 -91%
RIM
439
Rakuten Investment Management
Japan
$560K +$509K +5,813 +989%
XWM
440
Xcel Wealth Management
Florida
$559K – – –
Carson Wealth (CWM LLC)
441
Carson Wealth (CWM LLC)
Nebraska
$553K +$77.8K +889 +16%
SIM
442
Studio Investment Management
Illinois
$550K +$40.7K +465 +8%
NG
443
Norden Group
Utah
$544K +$226K +2,584 +71%
SFG
444
SevenBridge Financial Group
Pennsylvania
$543K -$167K -2,000 -24%
SF
445
Synovus Financial
Georgia
$528K +$528K +6,027 New
DC
446
Davenport & Co
Virginia
$525K +$93.2K +1,065 +22%
CBNLCF
447
Cognios Beta Neutral Large Cap Fund
Kansas
$525K -$164K -1,870 -24%
BMSSC
448
B. Metzler seel. Sohn & Co
Germany
$525K – – –
EAM
449
Empirical Asset Management
Massachusetts
$517K +$517K +5,908 New
PWG
450
Portside Wealth Group
Utah
$516K +$57.4K +656 +13%
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