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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 %
RWM
451
Revisor Wealth Management
Ohio
$515K +$257K +3,237 +100%
MFG
452
Monte Financial Group
Connecticut
$507K +$507K +5,787 New
GWP
453
Gen-Wealth Partners
Michigan
$502K +$502K +5,738 New
Grantham, Mayo, Van Otterloo & Co (GMO)
454
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$500K -$1.53M -17,503 -75%
Wolverine Trading
455
Wolverine Trading
Illinois
$498K +$213K +2,434 +75%
Fifth Third Bancorp
456
Fifth Third Bancorp
Ohio
$486K +$1.49K +17 +0.3%
MFA
457
Mayflower Financial Advisors
Massachusetts
$486K -$17.5K -200 -3%
FCP
458
Fidelis Capital Partners
Florida
$475K +$57.2K +653 +14%
MOS
459
MGO One Seven
Ohio
$468K -$55K -628 -11%
GXJ
460
Global X Japan
Japan
$466K +$45.3K +517 +11%
KWM
461
Kingsview Wealth Management
Oregon
$460K +$193K +2,199 +72%
NWMG
462
National Wealth Management Group
Ohio
$452K +$452K +5,168 New
NIM
463
NEOS Investment Management
Connecticut
$445K +$160K +1,823 +56%
WorldQuant Millennium Advisors
464
WorldQuant Millennium Advisors
New York
$445K – – –
Vontobel Holding
465
Vontobel Holding
Switzerland
$445K -$17.2K -197 -4%
APWM
466
Argonautica Private Wealth Management
Massachusetts
$442K -$59.8K -683 -12%
CCA
467
Cadent Capital Advisors
Oklahoma
$441K +$88 +1 +0%
HI
468
Handelsinvest Investeringsforvaltning
Denmark
$428K -$222K -2,539 -34%
WTB
469
Washington Trust Bank
Washington
$424K -$76.2K -870 -15%
EDRH
470
Edmond de Rothschild Holding
Switzerland
$415K – – –
FFM
471
Forum Financial Management
Illinois
$412K – – –
GIA
472
Gateway Investment Advisers
Ohio
$406K +$2.28K +26 +0.6%
FPCG
473
Forum Private Client Group
Indiana
$403K -$32K -366 -7%
PVI
474
Pine Valley Investments
New Jersey
$401K +$14.4K +164 +4%
CCA
475
Checchi Capital Advisers
California
$401K -$6.13K -70 -2%
17 18
19
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