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Brown & Brown
BRO

Overview Fund Activity

567 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 226 increasing their positions, 193 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
9.15%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
226
Reduced
193
Closed
61
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$541M
2
Victory Capital Management
Victory Capital Management
Texas
$83.6M
3
Principal Financial Group
Principal Financial Group
Iowa
$639M
4
TCM
TimesSquare Capital Management
New York
$46.5M
5
Millennium Management
Millennium Management
New York
$91.4M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$983M
2
JCM
Junto Capital Management
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$23.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$216M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$247K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
26
Madison Asset Management
Wisconsin
$75.5M -$58.2K -1,022 -0.1%
Legal & General Group
27
Legal & General Group
United Kingdom
$74.5M -$4.63M -81,264 -6%
CAM
28
Close Asset Management
United Kingdom
$74M +$15.3M +269,000 +26%
Charles Schwab
29
Charles Schwab
California
$67.8M +$1.89M +33,207 +3%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$62.5M +$16.9M +296,226 +37%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$62.1M +$17.4M +304,921 +39%
Swiss National Bank
32
Swiss National Bank
Switzerland
$55.6M -$3.58M -62,775 -6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$54.1M +$3.51M +61,584 +7%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52.7M +$16.3M +285,572 +45%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$52.5M -$1.7M -29,922 -3%
UBS AM
36
UBS AM
Illinois
$47.9M -$73.4K -1,289 -0.2%
TCM
37
TimesSquare Capital Management
New York
$46.5M +$46.5M +815,425 New
SI
38
Scout Investments
Missouri
$45.9M -$28.3M -497,047 -38%
Royal London Asset Management
39
Royal London Asset Management
United Kingdom
$43.5M +$17.6M +308,956 +68%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$40.9M +$287K +5,030 +0.7%
TIA
41
Tandem Investment Advisors
South Carolina
$37M +$2.23M +39,189 +6%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$36.9M -$19.8M -348,300 -35%
Ameriprise
43
Ameriprise
Minnesota
$36.5M -$2.52M -44,274 -6%
Deutsche Bank
44
Deutsche Bank
Germany
$36.5M +$10.5M +183,828 +40%
BFM
45
Boston Financial Management
Massachusetts
$36.4M +$341K +5,992 +0.9%
Point72 Asset Management
46
Point72 Asset Management
Connecticut
$35.6M -$9.74M -170,896 -21%
CIM
47
Confluence Investment Management
Missouri
$34.8M -$11.5K -201 -0%
Fidelity International
48
Fidelity International
Bermuda
$33.2M -$3.29M -57,709 -9%
SCM
49
Snyder Capital Management
California
$29.9M -$458K -8,033 -2%
RJA
50
Raymond James & Associates
Florida
$29.8M +$3.79M +66,464 +15%
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