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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
$93.8M
2
JCM
Junto Capital Management
New York
$58.7M
3
Morgan Stanley
Morgan Stanley
New York
$200M
4
Principal Financial Group
Principal Financial Group
Iowa
$613M
5
Millennium Management
Millennium Management
New York
$49.6M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$287M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$285M
3
Charles Schwab
Charles Schwab
California
$70M
4
BTW
Boston Trust Walden
Massachusetts
$5.26M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$90.7M -$930K -15,375 -1%
Legal & General Group
27
Legal & General Group
United Kingdom
$84M -$5.47M -90,405 -6%
Citadel Advisors
28
Citadel Advisors
Florida
$81.2M +$11.4M +188,962 +16%
MAM
29
Madison Asset Management
Wisconsin
$80.2M +$518K +8,563 +0.6%
SI
30
Scout Investments
Missouri
$78.8M -$3.84M -63,497 -5%
Charles Schwab
31
Charles Schwab
California
$70M -$33.1M -548,036 -32%
Swiss National Bank
32
Swiss National Bank
Switzerland
$62.8M -$78.6K -1,300 -0.1%
CAM
33
Close Asset Management
United Kingdom
$62.3M +$593K +9,800 +1%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$60.3M +$2.28M +37,707 +4%
JCM
35
Junto Capital Management
New York
$58.7M +$58.7M +970,025 New
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$57.5M +$5.32M +87,896 +10%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$53.7M +$6.72M +111,169 +14%
UBS AM
38
UBS AM
Illinois
$50.9M -$7.78M -128,624 -13%
Millennium Management
39
Millennium Management
New York
$49.6M +$28.2M +466,034 +132%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$48.5M +$11.4M +188,152 +31%
Point72 Asset Management
41
Point72 Asset Management
Connecticut
$48.2M +$23.1M +381,300 +92%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$47.5M -$293K -4,847 -0.6%
Amundi
43
Amundi
France
$44.1M -$9.44M -148,153 -18%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$43.1M +$406K +6,712 +1%
Ameriprise
45
Ameriprise
Minnesota
$41.9M +$2.08M +33,967 +5%
Assenagon Asset Management
46
Assenagon Asset Management
Luxembourg
$39.3M -$23.1M -381,855 -37%
Fidelity International
47
Fidelity International
Bermuda
$38.7M -$1.4M -23,185 -3%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.6M +$1.28M +21,188 +3%
BFM
49
Boston Financial Management
Massachusetts
$38.3M +$517K +8,556 +1%
CIM
50
Confluence Investment Management
Missouri
$37M -$142K -2,341 -0.4%
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