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Brown & Brown
BRO

Overview Fund Activity

708 hedge funds and large institutions have $17.8B invested in Brown & Brown in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 271 increasing their positions, 230 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+33
Holders Change %
+4.89%
% of All Funds
10.26%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
96
Increased
271
Reduced
230
Closed
57
Calls
$18.9M
Puts
$1.76M
Net Calls
+$17.2M
Net Calls Change
+$8.51M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$70.1M
2
Invesco
Invesco
Georgia
+$57.3M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$41.8M
4
Capital World Investors
Capital World Investors
California
+$41.5M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$38.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$800M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$87.5M
3
Select Equity Group
Select Equity Group
New York
-$61.6M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$58.1M
5
Millennium Management
Millennium Management
New York
-$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
476
Somerset Trust
Pennsylvania
$398K -$525 -6 -0.1%
HCA
477
Harbor Capital Advisors
Illinois
$396K +$396K +4,519 New
TCM
478
Teza Capital Management
Illinois
$396K -$2.19M -24,982 -85%
LOAMS
479
Lombard Odier Asset Management (Switzerland)
Switzerland
$396K +$396K +4,518 New
LNWWM
480
Laird Norton Wetherby Wealth Management
California
$395K -$19.4K -222 -5%
Lido Advisors
481
Lido Advisors
California
$388K +$133K +1,519 +52%
FTDI
482
First Trust Direct Indexing
Massachusetts
$384K +$47.5K +543 +14%
GWM
483
Gitterman Wealth Management
New Jersey
$383K +$383K +4,371 New
Koshinski Asset Management
484
Koshinski Asset Management
Illinois
$381K +$381K +4,350 New
AA
485
Apriem Advisors
California
$380K +$380K +4,343 New
SP
486
Symmetry Partners
Connecticut
$378K – – –
RWA
487
River Wealth Advisors
Pennsylvania
$378K -$15.1K -172 -4%
VI
488
Vestcor Inc
New Brunswick, Canada
$374K -$116K -1,323 -24%
Brown Advisory
489
Brown Advisory
Maryland
$373K -$81.9K -935 -18%
CAMG
490
CWA Asset Management Group
Florida
$369K +$53.5K +611 +17%
AIMCA
491
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$368K – – –
AAS
492
Avantax Advisory Services
Texas
$365K +$20.8K +238 +6%
MIC
493
Means Investment Company
Maine
$363K +$13.1K +150 +4%
OCBCO
494
Oversea-Chinese Banking Corp (OCBC)
Singapore
$363K +$363K +4,147 New
AA
495
ALPS Advisors
Colorado
$358K -$22.5K -257 -6%
HAG
496
HighPoint Advisor Group
Illinois
$355K -$175 -2 -0%
DEA
497
DoubleLine ETF Adviser
Florida
$354K +$8.32K +95 +2%
GI
498
GAMMA Investing
California
$353K +$145K +1,660 +70%
RCM
499
Radnor Capital Management
Pennsylvania
$350K – – –
BSW
500
Buckingham Strategic Wealth
Missouri
$347K +$10.9K +125 +3%
18 19
20
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