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Brown & Brown
BRO

Overview Fund Activity

598 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 227 increasing their positions, 197 reducing their positions, and 40 closing their positions.

Holders
598
Holders Change
+36
Holders Change %
+6.41%
% of All Funds
9.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
77
Increased
227
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$200M
2
Capital World Investors
2
Capital World Investors
California
$64.7M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$63M
4
Barclays
4
Barclays
United Kingdom
$62.1M
5
CS
5
Credit Suisse
Switzerland
$63.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$26.3M
2
Select Equity Group
2
Select Equity Group
New York
$1.08B
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$288M
4
Millennium Management
4
Millennium Management
New York
$71.4M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$359K
Name Market Value Shares Shares
Change 		Shares
Change %
LIP
26
Liontrust Investment Partners
United Kingdom
$100M 1,455,271 -53,829 -4%
Legal & General Group
27
Legal & General Group
United Kingdom
$93M 1,350,238 +16,554 +1%
MAM
28
Madison Asset Management
Wisconsin
$90.4M 1,313,098 -1,425 -0.1%
CAM
29
Close Asset Management
United Kingdom
$89.8M 1,305,118 +5,718 +0.4%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86.4M 1,255,739 +37,291 +3%
Victory Capital Management
31
Victory Capital Management
Texas
$84.5M 1,227,315 +4,733 +0.4%
Charles Schwab
32
Charles Schwab
California
$83M 1,205,787 +3,070 +0.3%
Royal London Asset Management
33
Royal London Asset Management
United Kingdom
$80.7M 1,171,865 +212,671 +22%
Millennium Management
34
Millennium Management
New York
$71.4M 1,037,128 -518,643 -33%
Capital World Investors
35
Capital World Investors
California
$64.7M 939,190 +939,190 New
CS
36
Credit Suisse
Switzerland
$63.3M 920,128 +539,013 +141%
Kayne Anderson Rudnick Investment Management
37
Kayne Anderson Rudnick Investment Management
California
$63M 915,158 +915,080 +1,173,179%
Barclays
38
Barclays
United Kingdom
$62.1M 901,851 +609,644 +209%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$61M 886,062 -43,242 -5%
Swiss National Bank
40
Swiss National Bank
Switzerland
$60.1M 872,600 -82,900 -9%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$59.5M 863,598 +363,905 +73%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$52M 755,433 -395,663 -34%
TIA
43
Tandem Investment Advisors
South Carolina
$47.2M 685,412 -11,598 -2%
UBS AM
44
UBS AM
Illinois
$46.8M 815,363 – –
TCM
45
TimesSquare Capital Management
New York
$45.3M 657,395 -147,730 -18%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$44.1M 640,452 -88,348 -12%
BFM
47
Boston Financial Management
Massachusetts
$44M 639,429 +547 +0.1%
Ameriprise
48
Ameriprise
Minnesota
$43M 625,266 -22,065 -3%
CIM
49
Confluence Investment Management
Missouri
$42.9M 622,639 -638 -0.1%
RJA
50
Raymond James & Associates
Florida
$40.9M 593,668 +36,208 +6%
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