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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 %
GT
451
Greenleaf Trust
Michigan
$211K +$211K +3,490 New
DWM
452
Darwin Wealth Management
Florida
$208K – – –
MYAM
453
Meiji Yasuda Asset Management
Japan
$206K -$22.4K -370 -10%
JSW
454
Journey Strategic Wealth
New Jersey
$205K +$205K +3,383 New
AIM
455
Anchor Investment Management
South Carolina
$198K -$12.1K -200 -6%
PTC
456
Private Trust Company
Ohio
$177K – – –
ST
457
Smithfield Trust
Pennsylvania
$152K – – –
AAM
458
Advisors Asset Management
Colorado
$143K +$18K +297 +14%
BEI
459
Benjamin Edwards Inc
Missouri
$142K +$2.79K +46 +2%
PA
460
Parallel Advisors
California
$124K +$11K +182 +10%
WFA
461
Wipfli Financial Advisors
Wisconsin
$124K +$124K +2,052 New
TWM
462
Tradition Wealth Management
Minnesota
$119K +$119K +1,960 New
CCA
463
Column Capital Advisors
Indiana
$115K – – –
Group One Trading
464
Group One Trading
Illinois
$106K +$106K +1,749 New
MA
465
Montag & Associates
Georgia
$105K +$98.9K +1,628 +1,628%
S
466
SignatureFD
Georgia
$85K -$1.34K -22 -2%
SIM
467
Sentry Investment Management
Wisconsin
$85K – – –
TCOV
468
Trust Company of Vermont
Vermont
$85K – – –
FAM
469
Fred Alger Management
New York
$81K -$44.1K -730 -35%
PCM
470
Penserra Capital Management
California
$81K +$2.04K +34 +3%
NICM
471
Neo Ivy Capital Management
New York
$78K -$64.3K -1,059 -45%
GEA
472
Glen Eagle Advisors
New Jersey
$75.6K – – –
AFS
473
Annapolis Financial Services
Maryland
$73K – – –
AWM
474
Atticus Wealth Management
Florida
$68K – – –
Rockefeller Capital Management
475
Rockefeller Capital Management
New York
$64K -$17.3K -288 -21%
17 18
19
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