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Brown & Brown
BRO

Overview Fund Activity

620 hedge funds and large institutions have $14.1B invested in Brown & Brown in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 216 increasing their positions, 220 reducing their positions, and 41 closing their positions.

Holders
620
Holders Change
+22
Holders Change %
+3.68%
% of All Funds
9.89%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
68
Increased
216
Reduced
220
Closed
41
Calls
$12.5M
Puts
$5.58M
Net Calls
+$6.87M
Net Calls Change
+$995K

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$56.6M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$43.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$71.4M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$27.9M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$27.8M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$1.03B
2
Morgan Stanley
2
Morgan Stanley
New York
$652M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$364M
4
CVA
4
Ceredex Value Advisors
Florida
$0
5
BlackRock
5
BlackRock
New York
$1.12B
Name Market Value Shares Shares
Change 		Shares
Change %
QAM
476
Q3 Asset Management
Michigan
$256K 3,668 -3,963 -52%
IGAM
477
iA Global Asset Management
Quebec, Canada
$255K 3,653 +3,653 New
PCA
478
Pallas Capital Advisors
Massachusetts
$253K 3,680 +3,680 New
DEA
479
DoubleLine ETF Adviser
Florida
$253K 3,625 +176 +5%
HI
480
Horizon Investments
North Carolina
$251K 3,602 -58 -2%
FTDI
481
First Trust Direct Indexing
Massachusetts
$246K 3,524 +425 +14%
WHCI
482
W.H. Cornerstone Investments
Massachusetts
$246K 3,525 +6 +0.2%
VI
483
Versor Investments
New York
$244K 3,500 -12,737 -78%
DWM
484
Darwin Wealth Management
Florida
$237K 3,400 – –
SF
485
Summit Financial
New Jersey
$237K 3,395 +191 +6%
FMAEN1
486
Fund Management at Engine No 1
California
$235K 3,366 +298 +10%
FC
487
FORA Capital
Florida
$235K 3,361 +3,361 New
TAM
488
Tocqueville Asset Management
New York
$226K 3,239 – –
EF
489
Empowered Funds
Pennsylvania
$221K 3,168 +3,168 New
KWM
490
Kingsview Wealth Management
Oregon
$215K 3,085 +3,085 New
AIM
491
Anchor Investment Management
South Carolina
$215K 3,080 – –
SFI
492
Siemens Fonds Invest
Germany
$215K 3,075 +3,075 New
FP
493
Foundry Partners
Minnesota
$214K 3,071 -1,270 -29%
MCA
494
MSH Capital Advisors
Arizona
$213K 3,055 +5 +0.2%
HWM
495
HB Wealth Management
Georgia
$209K 2,997 +2,997 New
MNBTD
496
Moody National Bank Trust Division
Texas
$208K 2,982 – –
GL
497
Graypoint LLC
New York
$208K 2,976 +2,976 New
JSW
498
Journey Strategic Wealth
New Jersey
$208K 2,972 – –
PTC
499
Private Trust Company
Ohio
$205K 2,931 – –
AWM
500
Axxcess Wealth Management
California
$204K 2,926 -47 -2%
18 19
20
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