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Brown & Brown
BRO

Overview Fund Activity

748 hedge funds and large institutions have $18.5B invested in Brown & Brown in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 298 increasing their positions, 230 reducing their positions, and 48 closing their positions.

Holders
748
Holders Change
+41
Holders Change %
+5.8%
% of All Funds
10.88%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
99
Increased
298
Reduced
230
Closed
48
Calls
$26.2M
Puts
$580K
Net Calls
+$25.6M
Net Calls Change
+$8.45M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$187M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$185M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312M
4
CIC
4
Chilton Investment Company
Connecticut
$65.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$359M

Top Sellers

1
CCP
1
Clarkston Capital Partners
Michigan
$142M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$348M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$48M
4
Select Equity Group
4
Select Equity Group
New York
$1.17B
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$6.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$139M 1,553,396 +114,688 +8%
Kayne Anderson Rudnick Investment Management
27
Kayne Anderson Rudnick Investment Management
California
$135M 1,508,123 +99,155 +7%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$128M 1,415,763 +23,297 +2%
Capital World Investors
29
Capital World Investors
California
$127M 1,425,880 +12,656 +0.9%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$127M 1,414,863 -119,115 -8%
CAM
31
Congress Asset Management
Massachusetts
$123M 1,377,185 -20,411 -1%
CAM
32
Close Asset Management
United Kingdom
$119M 1,334,103 +789 +0.1%
Charles Schwab
33
Charles Schwab
California
$116M 1,297,720 +29,878 +2%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$106M 1,189,521 +116,777 +11%
Legal & General Group
35
Legal & General Group
United Kingdom
$105M 1,177,186 +36,513 +3%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$103M 1,155,471 -285,090 -20%
Deutsche Bank
37
Deutsche Bank
Germany
$101M 1,126,151 +265,920 +31%
LIP
38
Liontrust Investment Partners
United Kingdom
$87.2M 974,867 -321,228 -25%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$69.7M 779,179 -88,322 -10%
Fidelity International
40
Fidelity International
Bermuda
$69.1M 772,388 +482,266 +166%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$66.1M 738,941 +194,031 +36%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$65.6M 733,668 +406,064 +124%
CIC
43
Chilton Investment Company
Connecticut
$65.2M 729,389 +519,721 +248%
Swiss National Bank
44
Swiss National Bank
Switzerland
$64.3M 719,200 -5,200 -0.7%
TIA
45
Tandem Investment Advisors
South Carolina
$61.8M 691,316 -3,486 -0.5%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$58.7M 656,116 -42,742 -6%
UBS Group
47
UBS Group
Switzerland
$57.9M 647,124 -33,032 -5%
BFM
48
Boston Financial Management
Massachusetts
$56M 626,703 -4,342 -0.7%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$55.4M 619,589 +226,317 +58%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$51.9M 580,124 -47,884 -8%
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