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Brown & Brown
BRO

Overview Fund Activity

573 hedge funds and large institutions have $14.7B invested in Brown & Brown in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 217 increasing their positions, 193 reducing their positions, and 51 closing their positions.

Holders
573
Holders Change
+26
Holders Change %
+4.75%
% of All Funds
9.07%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
82
Increased
217
Reduced
193
Closed
51
Calls
$7.63M
Puts
$18.8M
Net Calls
-$11.2M
Net Calls Change
-$11.4M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$178M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$185M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$640M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$58.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$160M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$5.73M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.96B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.96M
5
CCP
5
Clarkston Capital Partners
Michigan
$221M
Name Market Value Shares Shares
Change 		Shares
Change %
PFBT
526
Parkside Financial Bank & Trust
Missouri
$10K 139 +38 +38%
JWA
527
JFS Wealth Advisors
Pennsylvania
$10K 145 +84 +138%
MCC
528
Money Concepts Capital
Florida
$10K 137 +137 New
DFCM
529
Dark Forest Capital Management
Puerto Rico
$9K 130 -3,542 -96%
BWM
530
BerganKDV Wealth Management
Minnesota
$9K 131 – –
SWA
531
Sutton Wealth Advisors
Florida
$7.23K 100 +2 +2%
MA
532
Montag & Associates
Georgia
$7K 100 – –
SSG
533
Summit Securities Group
New York
$7K 96 +96 New
Macquarie Group
534
Macquarie Group
Australia
$6.68K 92,436 +83,417 +925%
RIM
535
Rockbridge Investment Management
New York
$6.39K 88 – –
FMII
536
Farmers & Merchants Investments Inc
Nebraska
$6K 85 -122 -59%
VCM
537
Vigilant Capital Management
Maine
$6K 88 – –
ZB
538
Zions Bancorporation
Utah
$6K 83 +7 +9%
IA
539
IndexIQ Advisors
New York
$6K 78 +78 New
CI
540
Cordant Inc
Oregon
$6K 80 +80 New
WAM
541
Worth Asset Management
Texas
$6K 100 +100 New
T
542
TCWP
Ohio
$5K 70 +70 New
PMFA
543
Plante Moran Financial Advisors
Michigan
$4K 49 – –
CTC
544
Central Trust Company
Missouri
$4K 56 – –
ADL
545
Asset Dedication LLC
California
$4K 62 – –
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$4K 50 +10 +25%
MCM
547
MV Capital Management
Maryland
$4K 57 +57 New
CFO
548
CVA Family Office
Colorado
$4K 60 +60 New
WT
549
Washington Trust
Rhode Island
$3K 45 -37 -45%
VCM
550
Versant Capital Management
Arizona
$3K 39 – –
20 21
22
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