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Brown & Brown
BRO

Overview Fund Activity

598 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 227 increasing their positions, 197 reducing their positions, and 40 closing their positions.

Holders
598
Holders Change
+36
Holders Change %
+6.41%
% of All Funds
9.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
77
Increased
227
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$200M
2
Capital World Investors
2
Capital World Investors
California
$64.7M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$63M
4
Barclays
4
Barclays
United Kingdom
$62.1M
5
CS
5
Credit Suisse
Switzerland
$63.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$26.3M
2
Select Equity Group
2
Select Equity Group
New York
$1.08B
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$288M
4
Millennium Management
4
Millennium Management
New York
$71.4M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$359K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
476
CoreCap Advisors
Michigan
$202K 2,940 +2,940 New
MMA
477
Miracle Mile Advisors
California
$202K 2,935 +2,935 New
PTC
478
Private Trust Company
Ohio
$202K 2,931 – –
WC
479
Waterloo Capital
Texas
$201K 2,915 +2,915 New
ST
480
Smithfield Trust
Pennsylvania
$187K 2,722 +207 +8%
T
481
TOBAM
France
$176K 2,551 +1,553 +156%
CI Investments Inc
482
CI Investments Inc
Ontario, Canada
$138K 2,009 +54 +3%
TWM
483
Tradition Wealth Management
Minnesota
$135K 1,967 -167 -8%
CCA
484
Column Capital Advisors
Indiana
$131K 1,901 – –
SAM
485
Shell Asset Management
Netherlands
$130K 1,884 -2,076 -52%
CMF
486
Counterpoint Mutual Funds
California
$128K 1,864 +1,864 New
BEI
487
Benjamin Edwards Inc
Missouri
$126K 1,825 -304 -14%
UM
488
UniSuper Management
Australia
$117K 1,700 +1,700 New
AAM
489
Advisors Asset Management
Colorado
$110K 1,604 -137 -8%
PA
490
Parallel Advisors
California
$110K 1,601 +53 +3%
FFA
491
Farther Finance Advisors
California
$106K 1,546 – –
SIM
492
Sentry Investment Management
Wisconsin
$105K 1,523 – –
S
493
SignatureFD
Georgia
$103K 1,489 +202 +16%
TCOV
494
Trust Company of Vermont
Vermont
$96.4K 1,401 – –
DGAM
495
Desjardins Global Asset Management
Quebec, Canada
$96.2K 1,398 +343 +33%
MA
496
Montag & Associates
Georgia
$94.8K 1,377 – –
Acadian Asset Management
497
Acadian Asset Management
Massachusetts
$93K 1,365 -37,922 -97%
FDCDDQ
498
Federation des caisses Desjardins du Quebec
Quebec, Canada
$86.1K 1,250 -13,954 -92%
GEA
499
Glen Eagle Advisors
New Jersey
$86.1K 1,250 – –
AFS
500
Annapolis Financial Services
Maryland
$85.1K 1,236 +36 +3%
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