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Brown & Brown
BRO

Overview Fund Activity

562 hedge funds and large institutions have $11.6B invested in Brown & Brown in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-5
Holders Change %
-0.88%
% of All Funds
8.99%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
53
Increased
240
Reduced
177
Closed
48
Calls
$3M
Puts
$2.17M
Net Calls
+$827K
Net Calls Change
-$1.52M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
+$42.1M
2
Principal Financial Group
Principal Financial Group
Iowa
+$30.3M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$23M
4
BC
Brookfield Corp
Ontario, Canada
+$22M
5
ProShare Advisors
ProShare Advisors
Maryland
+$20.2M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.5M
2
Select Equity Group
Select Equity Group
New York
-$42.7M
3
ZP
Zimmer Partners
New York
-$28.5M
4
CIC
Chilton Investment Company
Connecticut
-$18.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
476
Avior Wealth Management
Nebraska
$45.1K +$45.1K +786 New
AIM
477
Achmea Investment Management
Netherlands
$43K -$1.94M -34,275 -98%
PFBT
478
Parkside Financial Bank & Trust
Missouri
$40.1K -$11.9K -207 -23%
GCM
479
Gables Capital Management
Florida
$38.4K – – –
QC
480
Quent Capital
New York
$33.8K – – –
AF
481
Allworth Financial
California
$30.2K +$1.21K +21 +4%
CP
482
Castleview Partners
Texas
$29.9K – – –
ADL
483
Asset Dedication LLC
California
$29K – – –
OAJ
484
Ogorek Anthony Joseph
New York
$28K – – –
MPWT
485
MassMutual Private Wealth & Trust
Connecticut
$26.5K +$7.41K +129 +39%
SSG
486
Summit Securities Group
New York
$26K +$12.6K +223 +94%
HNB
487
Huntington National Bank
Ohio
$24.9K +$23.4K +407 +1,565%
CSPIA
488
Cary Street Partners Investment Advisory
Virginia
$23K – – –
AAG
489
Armstrong Advisory Group
Massachusetts
$23K – – –
BHWM
490
Beaird Harris Wealth Management
Texas
$22.9K -$2.53K -44 -10%
TFM
491
TFC Financial Management
Massachusetts
$21.6K – – –
TPCW
492
TD Private Client Wealth
New York
$21.4K -$345 -6 -2%
CFB
493
Cullen/Frost Bankers
Texas
$20.7K +$18.7K +325 +929%
SOW
494
State of Wyoming
Wyoming
$19.5K -$119K -2,081 -86%
ST
495
Sageworth Trust
Pennsylvania
$18.7K +$18.7K +325 New
JWM
496
Janiczek Wealth Management
Colorado
$17K – – –
QCG
497
Quadrant Capital Group
Ohio
$16.2K -$172 -3 -1%
CFGS
498
Concourse Financial Group Securities
Alabama
$16K +$4.54K +79 +40%
TWC
499
TD Waterhouse Canada
Ontario, Canada
$15.9K – – –
CTB
500
Country Trust Bank
Illinois
$15.5K – – –
18 19
20
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