BRO icon

Brown & Brown
BRO

Overview Fund Activity

562 hedge funds and large institutions have $11.6B invested in Brown & Brown in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-5
Holders Change %
-0.88%
% of All Funds
8.99%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
53
Increased
240
Reduced
177
Closed
48
Calls
$3M
Puts
$2.17M
Net Calls
+$827K
Net Calls Change
-$1.52M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
$42.1M
2
Principal Financial Group
Principal Financial Group
Iowa
$675M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$23.3M
4
BC
Brookfield Corp
Ontario, Canada
$22M
5
ProShare Advisors
ProShare Advisors
Maryland
$171M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Select Equity Group
Select Equity Group
New York
$948M
3
ZP
Zimmer Partners
New York
$0
4
CIC
Chilton Investment Company
Connecticut
$8.79M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$82.6M -$2.4M -41,717 -3%
Legal & General Group
27
Legal & General Group
United Kingdom
$76.6M +$1.49M +25,911 +2%
MAM
28
Madison Asset Management
Wisconsin
$75.5M -$613K -10,679 -0.8%
CAM
29
Close Asset Management
United Kingdom
$74.6M – – –
Victory Capital Management
30
Victory Capital Management
Texas
$70.2M -$14.1M -245,671 -17%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70M +$16.9M +294,210 +32%
Charles Schwab
32
Charles Schwab
California
$69.1M +$694K +12,088 +1%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$66.1M +$3.54M +61,591 +6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$65.3M +$10.8M +187,772 +20%
Royal London Asset Management
35
Royal London Asset Management
United Kingdom
$55.1M +$11.2M +195,874 +26%
Swiss National Bank
36
Swiss National Bank
Switzerland
$54.9M -$1.16M -20,200 -2%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$53.4M +$478K +8,328 +0.9%
UBS AM
38
UBS AM
Illinois
$46.8M -$1.47M -25,642 -3%
TCM
39
TimesSquare Capital Management
New York
$46.2M -$591K -10,300 -1%
CVA
40
Ceredex Value Advisors
Florida
$42.1M +$42.1M +732,950 New
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$41.8M +$636K +11,080 +2%
TIA
42
Tandem Investment Advisors
South Carolina
$40M +$2.76M +48,000 +7%
Deutsche Bank
43
Deutsche Bank
Germany
$38.6M +$1.85M +32,256 +5%
Ameriprise
44
Ameriprise
Minnesota
$37.2M +$414K +7,213 +1%
BFM
45
Boston Financial Management
Massachusetts
$36.7M -$40.3K -702 -0.1%
CIM
46
Confluence Investment Management
Missouri
$35.8M +$691K +12,041 +2%
SI
47
Scout Investments
Missouri
$35.7M -$10.5M -183,668 -23%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$34.9M -$2.35M -40,973 -6%
Fidelity International
49
Fidelity International
Bermuda
$33.7M +$308K +5,368 +0.9%
RJA
50
Raymond James & Associates
Florida
$32M +$1.95M +33,980 +6%
1
2
3 4 5