BRO icon

Brown & Brown
BRO

Overview Fund Activity

567 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 226 increasing their positions, 193 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
9.15%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
226
Reduced
193
Closed
61
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$352M
2
Victory Capital Management
Victory Capital Management
Texas
+$67M
3
Principal Financial Group
Principal Financial Group
Iowa
+$62.2M
4
TCM
TimesSquare Capital Management
New York
+$46.5M
5
Millennium Management
Millennium Management
New York
+$44.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$75.7M
2
JCM
Junto Capital Management
New York
-$58.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$53M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$52.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
526
Zions Bancorporation
Utah
$5.41K – – –
VCM
527
Vigilant Capital Management
Maine
$5K – – –
Kayne Anderson Rudnick Investment Management
528
Kayne Anderson Rudnick Investment Management
California
$4.44K – – –
FFC
529
First Financial Corp
Indiana
$4.22K -$17K -298 -80%
AF
530
Advisornet Financial
Minnesota
$4.1K +$969 +17 +31%
SC
531
Schubert & Co
Texas
$3.99K -$171 -3 -4%
LC
532
Lindbrook Capital
California
$3.65K -$6.49K -114 -64%
CSWM
533
Cassady Schiller Wealth Management
Ohio
$3.36K +$3.36K +59 New
WT
534
Washington Trust
Rhode Island
$3.3K +$570 +10 +21%
CTC
535
Central Trust Company
Missouri
$3.25K +$57 +1 +2%
CA
536
Crewe Advisors
Utah
$3.08K -$4.27K -75 -58%
FCA
537
Fortis Capital Advisors
Kansas
$2.91K +$2.91K +51 New
IAA
538
Independent Advisor Alliance
North Carolina
$2.8K -$12 -219 -0.4%
PMFA
539
Plante Moran Financial Advisors
Michigan
$2.79K – – –
PWMG
540
Prestige Wealth Management Group
New Jersey
$2.62K -$1.31K -23 -33%
BIA
541
Bell Investment Advisors
California
$2.62K +$513 +9 +24%
JFG
542
JDM Financial Group
Texas
$2.56K +$2.56K +45 New
BAM
543
Bellevue Asset Management
Washington
$2.43K +$282 +5 +13%
VCM
544
Versant Capital Management
Arizona
$2.22K – – –
EWA
545
EverSource Wealth Advisors
Alabama
$2.17K +$2.17K +38 New
TAM
546
Tucker Asset Management
Colorado
$2.08K – – –
HI
547
Harbour Investments
Wisconsin
$2.05K +$2.05K +36 New
CFB
548
Cullen/Frost Bankers
Texas
$1.99K – – –
DI
549
Disciplined Investments
Oklahoma
$1.94K +$228 +4 +13%
CWP
550
Concord Wealth Partners
Virginia
$1.94K +$1.94K +34 New
20 21
22
23 24