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Brown & Brown
BRO

Overview Fund Activity

573 hedge funds and large institutions have $14.7B invested in Brown & Brown in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 217 increasing their positions, 193 reducing their positions, and 51 closing their positions.

Holders
573
Holders Change
+26
Holders Change %
+4.75%
% of All Funds
9.07%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
82
Increased
217
Reduced
193
Closed
51
Calls
$7.63M
Puts
$18.8M
Net Calls
-$11.2M
Net Calls Change
-$11.4M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$178M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$185M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$640M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$58.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$160M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$5.73M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.96B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.96M
5
CCP
5
Clarkston Capital Partners
Michigan
$221M
Name Market Value Shares Shares
Change 		Shares
Change %
S
476
SignatureFD
Georgia
$107K 1,476 +122 +9%
FAM
477
Fred Alger Management
New York
$101K 1,393 +1,008 +262%
BHWM
478
Beaird Harris Wealth Management
Texas
$96K 1,332 +1,332 New
GEA
479
Glen Eagle Advisors
New Jersey
$90.3K 1,250 +250 +25%
CP
480
Castleview Partners
Texas
$90K 1,258 -70,076 -98%
AFS
481
Annapolis Financial Services
Maryland
$87K 1,200 -280 -19%
SQA
482
Simon Quick Advisors
New Jersey
$78K 1,082 +1 +0.1%
CFB
483
Cullen/Frost Bankers
Texas
$75K 1,035 +1,035 New
SWM
484
Spire Wealth Management
Virginia
$74K 1,028 +214 +26%
KPCM
485
Kings Point Capital Management
New York
$73K 1,009 -9 -0.9%
GAM
486
Gemmer Asset Management
California
$70K 973 – –
GCM
487
Gables Capital Management
Florida
$65K 893 – –
HR
488
Howe & Rusling
New York
$61K 848 – –
GLLW
489
Graves Light Lenhart Wealth
Virginia
$58K 800 -1,699 -68%
TFP
490
Tilia Fiduciary Partners
North Carolina
$58K 796 – –
MAM
491
Meeder Asset Management
Ohio
$54K 747 +747 New
GWMIA
492
Global Wealth Management Investment Advisory
Florida
$52K 720 +720 New
CFGS
493
Concourse Financial Group Securities
Alabama
$50K 695 +495 +248%
GIA
494
GHP Investment Advisors
Colorado
$44K 603 +603 New
AF
495
Advisornet Financial
Minnesota
$43K 597 +5 +0.8%
FAG
496
Fortitude Advisory Group
Washington
$43K 597 +59 +11%
AWM
497
Atticus Wealth Management
Florida
$41K 570 -600 -51%
WOC
498
West Oak Capital
California
$40K 550 – –
PI
499
PEAK6 Investments
Illinois
$40K 553 +553 New
OAJ
500
Ogorek Anthony Joseph
New York
$36K 504 – –
18 19
20
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