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Brown & Brown
BRO

Overview Fund Activity

674 hedge funds and large institutions have $15.1B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 240 increasing their positions, 225 reducing their positions, and 45 closing their positions.

Holders
674
Holders Change
+54
Holders Change %
+8.71%
% of All Funds
9.88%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
106
Increased
240
Reduced
225
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.28B
2
CAM
2
Congress Asset Management
Massachusetts
$82.4M
3
Man Group
3
Man Group
United Kingdom
$64.4M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$142M
5
Goldman Sachs
5
Goldman Sachs
New York
$256M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$16.5M
2
CCP
2
Clarkston Capital Partners
Michigan
$186M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$11.1M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$945K
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
26
Madison Asset Management
Wisconsin
$96.8M 1,361,608 +34,428 +3%
LIP
27
Liontrust Investment Partners
United Kingdom
$95.3M 1,340,165 -85,597 -6%
CAM
28
Close Asset Management
United Kingdom
$94.8M 1,333,157 +4,589 +0.3%
Barclays
29
Barclays
United Kingdom
$89.7M 1,260,979 +305,395 +32%
Charles Schwab
30
Charles Schwab
California
$88.7M 1,247,971 +26,075 +2%
CAM
31
Congress Asset Management
Massachusetts
$82.4M 1,159,403 +1,159,403 New
Legal & General Group
32
Legal & General Group
United Kingdom
$79.7M 1,120,932 -142,462 -11%
Kayne Anderson Rudnick Investment Management
33
Kayne Anderson Rudnick Investment Management
California
$77.2M 1,084,988 +91,326 +9%
Millennium Management
34
Millennium Management
New York
$72.3M 1,017,253 -134,056 -12%
UBS AM
35
UBS AM
Illinois
$69.2M 973,804 +50,730 +5%
Royal London Asset Management
36
Royal London Asset Management
United Kingdom
$68.1M 957,398 -51,352 -5%
Capital World Investors
37
Capital World Investors
California
$66.8M 939,242 – –
Man Group
38
Man Group
United Kingdom
$64.4M 905,710 +905,710 New
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$64.1M 901,237 -14,743 -2%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$61.4M 863,367 +189,699 +28%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$59.4M 835,805 -185,863 -18%
Swiss National Bank
42
Swiss National Bank
Switzerland
$53.6M 753,800 -20,900 -3%
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$51.6M 725,016 +327,253 +82%
TIA
44
Tandem Investment Advisors
South Carolina
$51M 717,214 +17,113 +2%
Deutsche Bank
45
Deutsche Bank
Germany
$49.7M 698,679 +225,076 +48%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$46.7M 657,284 +18,557 +3%
Allianz Asset Management
47
Allianz Asset Management
Germany
$46.1M 648,550 +500,847 +339%
BFM
48
Boston Financial Management
Massachusetts
$44.9M 631,055 -8,218 -1%
Victory Capital Management
49
Victory Capital Management
Texas
$43.2M 608,030 -422,254 -41%
CIM
50
Confluence Investment Management
Missouri
$42.1M 591,834 -10,326 -2%
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