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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
$675M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$23.3M
4
BC
Brookfield Corp
Ontario, Canada
$22M
5
ProShare Advisors
ProShare Advisors
Maryland
$171M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Select Equity Group
Select Equity Group
New York
$948M
3
ZP
Zimmer Partners
New York
$0
4
CIC
Chilton Investment Company
Connecticut
$8.79M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
501
Delta Asset Management
Tennessee
$14.4K – – –
AP
502
Arlington Partners
Alabama
$13K +$13K +226 New
AA
503
Ancora Advisors
Ohio
$12.6K +$12.6K +220 New
PSB
504
Piscataqua Savings Bank
New Hampshire
$11.7K – – –
LS
505
Livforsakringsbolaget Skandia
Sweden
$11.5K – – –
SWA
506
Sutton Wealth Advisors
Florida
$11K -$1.32K -23 -11%
DSC
507
Duncker Streett & Co
Missouri
$10.7K -$5.34K -93 -33%
WWP
508
WR Wealth Planners
Missouri
$9.99K +$9.99K +174 New
GWS
509
Glassman Wealth Services
Virginia
$9.25K -$2.53K -44 -21%
BTI
510
Blue Trust Inc
Georgia
$9K -$1.34K -23 -13%
EWA
511
EverSource Wealth Advisors
Alabama
$8.73K +$6.55K +114 +300%
RTL
512
Red Tortoise LLC
Georgia
$8.44K – – –
JWA
513
JFS Wealth Advisors
Pennsylvania
$8.27K +$345 +6 +4%
SA
514
SRH Advisors
Kansas
$8K – – –
GWSG
515
GPS Wealth Strategies Group
Colorado
$7.98K +$7.98K +139 New
TWP
516
TFO Wealth Partners
Ohio
$7.81K +$7.24K +126 +1,260%
BWM
517
BerganKDV Wealth Management
Minnesota
$7.52K – – –
BAAM
518
Baker Avenue Asset Management
California
$7.52K – – –
SC
519
SouthState Corp
Florida
$7.18K -$5.74K -100 -44%
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$6.6K – – –
CIA
521
Cape Investment Advisory
Georgia
$6.14K +$6.14K +107 New
AF
522
Advisornet Financial
Minnesota
$6.09K +$1.95K +34 +47%
Commonwealth Equity Services
523
Commonwealth Equity Services
Massachusetts
$5.9K +$2.06K +35,915 +54%
LC
524
Lindbrook Capital
California
$5.46K +$1.78K +31 +48%
Simplex Trading
525
Simplex Trading
Illinois
$5K +$5K +101 New
19 20
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