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Brown & Brown
BRO

Overview Fund Activity

620 hedge funds and large institutions have $14.1B invested in Brown & Brown in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 216 increasing their positions, 220 reducing their positions, and 41 closing their positions.

Holders
620
Holders Change
+22
Holders Change %
+3.68%
% of All Funds
9.89%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
68
Increased
216
Reduced
220
Closed
41
Calls
$12.5M
Puts
$5.58M
Net Calls
+$6.87M
Net Calls Change
+$995K

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$56.6M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$43.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$71.4M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$27.9M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$27.8M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$1.03B
2
Morgan Stanley
2
Morgan Stanley
New York
$652M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$364M
4
CVA
4
Ceredex Value Advisors
Florida
$0
5
BlackRock
5
BlackRock
New York
$1.12B
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$98.4M 1,409,130 -84,794 -6%
CAM
27
Close Asset Management
United Kingdom
$92.8M 1,328,568 +23,450 +2%
MAM
28
Madison Asset Management
Wisconsin
$92.7M 1,327,180 +14,082 +1%
Legal & General Group
29
Legal & General Group
United Kingdom
$88.2M 1,263,394 -86,844 -6%
Charles Schwab
30
Charles Schwab
California
$85.3M 1,221,896 +16,109 +1%
Millennium Management
31
Millennium Management
New York
$80.4M 1,151,309 +114,181 +11%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.3M 1,135,145 -120,594 -10%
Victory Capital Management
33
Victory Capital Management
Texas
$72M 1,030,284 -197,031 -16%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$71.4M 1,021,668 +460,068 +82%
Royal London Asset Management
35
Royal London Asset Management
United Kingdom
$70.5M 1,008,750 -163,115 -14%
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$69.4M 993,662 +78,504 +9%
Barclays
37
Barclays
United Kingdom
$66.7M 955,584 +53,733 +6%
Capital World Investors
38
Capital World Investors
California
$65.6M 939,242 +52 +0%
UBS AM
39
UBS AM
Illinois
$64.5M 923,074 +107,711 +13%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$64M 915,980 +29,918 +3%
CS
41
Credit Suisse
Switzerland
$58.9M 843,911 -76,217 -8%
Assenagon Asset Management
42
Assenagon Asset Management
Luxembourg
$56.6M 810,359 +769,051 +1,862%
Swiss National Bank
43
Swiss National Bank
Switzerland
$54.1M 774,700 -97,900 -11%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$54M 773,686 +18,253 +2%
Man Group
45
Man Group
United Kingdom
– – -235,448 Closed
TIA
46
Tandem Investment Advisors
South Carolina
$48.9M 700,101 +14,689 +2%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$47M 673,668 -189,930 -22%
Verition Fund Management
48
Verition Fund Management
Connecticut
$45.8M 655,673 +142,790 +28%
BFM
49
Boston Financial Management
Massachusetts
$44.6M 639,273 -156 -0%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$44.6M 638,727 -1,725 -0.3%
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