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Brown & Brown
BRO

Overview Fund Activity

620 hedge funds and large institutions have $14.1B invested in Brown & Brown in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 216 increasing their positions, 220 reducing their positions, and 41 closing their positions.

Holders
620
Holders Change
+22
Holders Change %
+3.68%
% of All Funds
9.89%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
68
Increased
216
Reduced
220
Closed
41
Calls
$12.5M
Puts
$5.58M
Net Calls
+$6.87M
Net Calls Change
+$995K

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$56.6M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$43.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$71.4M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$27.9M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$27.8M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$1.03B
2
Morgan Stanley
2
Morgan Stanley
New York
$652M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$364M
4
CVA
4
Ceredex Value Advisors
Florida
$0
5
BlackRock
5
BlackRock
New York
$1.12B
Name Market Value Shares Shares
Change 		Shares
Change %
CW
451
CreativeOne Wealth
Kansas
$320K 4,586 -7,748 -63%
FCP
452
Fidelis Capital Partners
Florida
$314K 4,496 -391 -8%
FA
453
FDx Advisors
Illinois
$310K 4,442 +4,442 New
SAM
454
Strategy Asset Managers
California
$305K 4,372 -218 -5%
KAS
455
Kestra Advisory Services
Texas
$304K 4,347 +4,347 New
DT
456
Diversified Trust
Tennessee
$298K 4,269 -20 -0.5%
Brown Advisory
457
Brown Advisory
Maryland
$297K 4,257 -9,435 -69%
NRD
458
Nebula Research & Development
New York
$294K 4,212 +4,212 New
AIMCA
459
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$293K 4,200 – –
CI Investments Inc
460
CI Investments Inc
Ontario, Canada
$293K 4,193 +2,184 +109%
CFA
461
CWS Financial Advisors
Michigan
$291K 4,164 -515 -11%
RWM
462
Revisor Wealth Management
Ohio
$287K 4,113 +949 +30%
SCA
463
Stonebridge Capital Advisors
Minnesota
$286K 4,100 – –
PWM
464
Provident Wealth Management
Tennessee
$282K 4,039 – –
GT
465
Greenleaf Trust
Michigan
$280K 4,010 +623 +18%
MIC
466
Means Investment Company
Maine
$279K 4,000 – –
RCM
467
Radnor Capital Management
Pennsylvania
$279K 4,000 +4,000 New
BCV
468
Banque Cantonale Vaudoise
Switzerland
$275K 3,924 -576 -13%
BAMF
469
BI Asset Management Fondsmaeglerselskab
Denmark
$274K 3,928 – –
Acadian Asset Management
470
Acadian Asset Management
Massachusetts
$272K 3,896 +2,531 +185%
BFEC
471
Benjamin F. Edwards & Company
Missouri
$270K 3,870 -107 -3%
PVI
472
Pine Valley Investments
New Jersey
$269K 3,846 +71 +2%
SSW
473
Smith Shellnut Wilson
Mississippi
$258K 3,687 – –
GSEP
474
Golden State Equity Partners
California
$258K 3,687 +3,687 New
MWM
475
Mattern Wealth Management
Kansas
$256K 3,666 -144 -4%
17 18
19
20 21