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Brown & Brown
BRO

Overview Fund Activity

707 hedge funds and large institutions have $17.8B invested in Brown & Brown in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 271 increasing their positions, 229 reducing their positions, and 57 closing their positions.

Holders
707
Holders Change
+33
Holders Change %
+4.9%
% of All Funds
10.25%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
96
Increased
271
Reduced
229
Closed
57
Calls
$18.9M
Puts
$1.76M
Net Calls
+$17.2M
Net Calls Change
+$8.51M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245M
2
Invesco
2
Invesco
Georgia
$236M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$46.5M
4
Capital World Investors
4
Capital World Investors
California
$124M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$95.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$776M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$272M
3
Select Equity Group
3
Select Equity Group
New York
$1.19B
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$400M
5
Millennium Management
5
Millennium Management
New York
$34.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital World Investors
26
Capital World Investors
California
$124M 1,413,224 +473,982 +50%
Kayne Anderson Rudnick Investment Management
27
Kayne Anderson Rudnick Investment Management
California
$123M 1,408,968 +323,980 +30%
UBS AM
28
UBS AM
Illinois
$123M 1,400,482 +426,678 +44%
CAM
29
Congress Asset Management
Massachusetts
$122M 1,397,596 +238,193 +21%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$120M 1,392,466 -3,747 -0.3%
CAM
31
Close Asset Management
United Kingdom
$117M 1,333,314 +157 +0%
LIP
32
Liontrust Investment Partners
United Kingdom
$113M 1,296,095 -44,070 -3%
Charles Schwab
33
Charles Schwab
California
$111M 1,267,842 +19,871 +2%
Legal & General Group
34
Legal & General Group
United Kingdom
$99.9M 1,140,673 +19,741 +2%
Allianz Asset Management
35
Allianz Asset Management
Germany
$95.2M 1,087,855 +439,305 +68%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$93.9M 1,072,744 +209,377 +24%
Royal London Asset Management
37
Royal London Asset Management
United Kingdom
$88.3M 1,008,622 +51,224 +5%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$75.9M 867,501 +31,696 +4%
Deutsche Bank
39
Deutsche Bank
Germany
$75.3M 860,231 +161,552 +23%
Barclays
40
Barclays
United Kingdom
$74.1M 846,250 -414,729 -33%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$66.7M 761,676 -139,561 -15%
Point72 Asset Management
42
Point72 Asset Management
Connecticut
$63.6M 726,662 +383,233 +112%
Swiss National Bank
43
Swiss National Bank
Switzerland
$63.4M 724,400 -29,400 -4%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$61.6M 702,812 +361,367 +106%
Robeco Institutional Asset Management
45
Robeco Institutional Asset Management
Netherlands
$61.2M 698,858 -26,158 -4%
TIA
46
Tandem Investment Advisors
South Carolina
$60.8M 694,802 -22,412 -3%
UBS Group
47
UBS Group
Switzerland
$59.5M 680,156 +219,359 +48%
BFM
48
Boston Financial Management
Massachusetts
$55.2M 631,045 -10 -0%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$55M 628,008 -29,276 -4%
CIM
50
Confluence Investment Management
Missouri
$49.6M 566,579 -25,255 -4%
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