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Brown & Brown
BRO

Overview Fund Activity

808 hedge funds and large institutions have $21.1B invested in Brown & Brown in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 307 increasing their positions, 259 reducing their positions, and 52 closing their positions.

Holders
808
Holders Change
+60
Holders Change %
+8.02%
% of All Funds
11.69%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
117
Increased
307
Reduced
259
Closed
52
Calls
$28.5M
Puts
$1.15M
Net Calls
+$27.4M
Net Calls Change
+$1.75M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$376M
2
BlackRock
2
BlackRock
New York
$1.86B
3
GC
3
Gobi Capital
California
$102M
4
Invesco
4
Invesco
Georgia
$354M
5
Millennium Management
5
Millennium Management
New York
$59.5M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$992M
2
Norges Bank
2
Norges Bank
Norway
$0
3
APG Asset Management
3
APG Asset Management
Netherlands
$61.9M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254M
5
CCP
5
Clarkston Capital Partners
Michigan
$101M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$144M 1,389,629 -25,234 -2%
CAM
27
Close Asset Management
United Kingdom
$142M 1,367,338 +33,235 +2%
CAM
28
Congress Asset Management
Massachusetts
$141M 1,362,009 -15,176 -1%
UBS AM
29
UBS AM
Illinois
$137M 1,326,076 -416,203 -24%
Charles Schwab
30
Charles Schwab
California
$136M 1,315,654 +17,934 +1%
Deutsche Bank
31
Deutsche Bank
Germany
$121M 1,166,383 +40,232 +4%
Legal & General Group
32
Legal & General Group
United Kingdom
$118M 1,140,530 -36,656 -3%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$115M 1,109,878 -45,593 -4%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$115M 1,109,840 +330,661 +42%
GC
35
Gobi Capital
California
$102M 987,995 +987,995 New
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$102M 982,542 -206,979 -17%
CCP
37
Clarkston Capital Partners
Michigan
$101M 976,515 -611,770 -39%
LIP
38
Liontrust Investment Partners
United Kingdom
$87.2M 974,867 – –
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$82.5M 796,111 +57,170 +8%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$80.7M 779,434 +45,766 +6%
CIC
41
Chilton Investment Company
Connecticut
$78.8M 760,922 +31,533 +4%
UBS Group
42
UBS Group
Switzerland
$76.1M 734,624 +87,500 +14%
Swiss National Bank
43
Swiss National Bank
Switzerland
$74.5M 719,000 -200 -0%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$71.4M 689,556 +33,440 +5%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$70.6M 681,267 +61,678 +10%
TIA
46
Tandem Investment Advisors
South Carolina
$70.2M 677,455 -13,861 -2%
ZIG
47
Zurich Insurance Group
Switzerland
$67M 646,574 +465,988 +258%
BFM
48
Boston Financial Management
Massachusetts
$63.5M 613,333 -13,370 -2%
APG Asset Management
49
APG Asset Management
Netherlands
$61.9M 666,419 -2,244,123 -77%
Fidelity International
50
Fidelity International
Bermuda
$61.7M 595,158 -177,230 -23%
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