BRO icon

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 %
BC
501
Bridgefront Capital
Texas
$204K 2,915 +2,915 New
ST
502
Smithfield Trust
Pennsylvania
$197K 2,811 +89 +3%
VSQM
503
V-Square Quantitative Management
Illinois
$185K 2,650 +2,650 New
KI
504
Kapitalo Investimentos
Brazil
$179K 2,569 -3,388 -57%
T
505
TOBAM
France
$178K 2,551 – –
PCM
506
Penserra Capital Management
California
$177K 2,563 -592 -19%
NS
507
NBC Securities
Alabama
$161K 2,314 +2,314 New
Credit Agricole
508
Credit Agricole
France
$155K 2,213 +2,213 New
TWM
509
Tradition Wealth Management
Minnesota
$138K 1,971 +4 +0.2%
CCA
510
Column Capital Advisors
Indiana
$134K 1,917 +16 +0.8%
CCP
511
Carmel Capital Partners
California
$134K 1,912 -1,250 -40%
SOW
512
State of Wyoming
Wyoming
$131K 1,879 +1,461 +350%
BEI
513
Benjamin Edwards Inc
Missouri
$124K 1,778 -47 -3%
UM
514
UniSuper Management
Australia
$119K 1,700 – –
MAM
515
Meeder Asset Management
Ohio
$118K 1,690 +1,690 New
FFA
516
Farther Finance Advisors
California
$116K 1,665 +119 +8%
IA
517
IFP Advisors
Florida
$115K 1,645 -1,931 -54%
PA
518
Parallel Advisors
California
$114K 1,630 +29 +2%
HT
519
Headlands Technologies
Illinois
$109K 1,554 +328 +27%
S
520
SignatureFD
Georgia
$106K 1,512 +23 +2%
TCOV
521
Trust Company of Vermont
Vermont
$97.8K 1,401 – –
SIM
522
Sentry Investment Management
Wisconsin
$96K 1,368 -155 -10%
GEA
523
Glen Eagle Advisors
New Jersey
$87.3K 1,250 – –
FDCDDQ
524
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.3K 1,250 – –
AFS
525
Annapolis Financial Services
Maryland
$86.3K 1,236 – –
19 20
21
22 23