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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 %
SIA
501
Schechter Investment Advisors
Michigan
$347K -$30K -343 -8%
LWAM
502
Legacy Wealth Asset Management
Minnesota
$342K +$46.2K +528 +16%
FAFN
503
First Affirmative Financial Network
Colorado
$341K +$76.5K +874 +29%
AWAU
504
Alliance Wealth Advisors (Utah)
Utah
$340K -$2.19K -25 -0.6%
IMCOOI
505
Investment Management Corp of Ontario (IMCO)
Canada
$340K -$4.85M -55,386 -93%
GT
506
Greenleaf Trust
Michigan
$334K +$6.04K +69 +2%
MGIA
507
Moneta Group Investment Advisors
Missouri
$327K +$36.6K +418 +13%
OPS
508
Orion Portfolio Solutions
Nebraska
$324K +$46.3K +529 +17%
BCI
509
Brinker Capital Investments
Pennsylvania
$324K +$46.3K +529 +17%
PA
510
Profund Advisors
Maryland
$323K +$55.4K +633 +21%
SSW
511
Smith Shellnut Wilson
Mississippi
$323K – – –
SCA
512
Stonebridge Capital Advisors
Minnesota
$320K -$39.4K -450 -11%
CG
513
Cynosure Group
Utah
$318K +$318K +3,629 New
VSQM
514
V-Square Quantitative Management
Illinois
$317K +$85.3K +974 +37%
HWM
515
HB Wealth Management
Georgia
$313K +$4.55K +52 +1%
WHCI
516
W.H. Cornerstone Investments
Massachusetts
$310K +$526 +6 +0.2%
EF
517
Empowered Funds
Pennsylvania
$307K +$50K +571 +19%
MYAM
518
Meiji Yasuda Asset Management
Japan
$304K +$304K +3,470 New
PRC
519
Pearl River Capital
Michigan
$303K +$303K +3,461 New
CNBT
520
Canandaigua National Bank & Trust
New York
$299K +$41.7K +476 +16%
DWM
521
Darwin Wealth Management
Florida
$298K – – –
AWS
522
Atria Wealth Solutions
New York
$297K -$10.7K -122 -3%
BP
523
Ballentine Partners
Massachusetts
$294K +$5.87K +67 +2%
UCFA
524
United Capital Financial Advisors
Texas
$294K +$2.63K +30 +0.9%
HI
525
Horizon Investments
North Carolina
$291K -$699 -8 -0.2%
19 20
21
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