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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
+$30.3M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$23M
4
BC
Brookfield Corp
Ontario, Canada
+$22M
5
ProShare Advisors
ProShare Advisors
Maryland
+$20.2M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.5M
2
Select Equity Group
Select Equity Group
New York
-$42.7M
3
ZP
Zimmer Partners
New York
-$28.5M
4
CIC
Chilton Investment Company
Connecticut
-$18.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
526
Kayne Anderson Rudnick Investment Management
California
$4.48K – – –
ZB
527
Zions Bancorporation
Utah
$4.36K -$1.09K -19 -20%
FFC
528
First Financial Corp
Indiana
$4.25K – – –
CAL
529
Capital Advisors Ltd
Ohio
$4K -$3.33K -55 -45%
HCP
530
Hexagon Capital Partners
Arkansas
$3.91K +$3.91K +68 New
CWC
531
Carolinas Wealth Consulting
North Carolina
$3.79K +$3.79K +66 New
WT
532
Washington Trust
Rhode Island
$3.62K +$287 +5 +9%
CTC
533
Central Trust Company
Missouri
$3.27K – – –
FCA
534
Fortis Capital Advisors
Kansas
$2.99K +$57 +1 +2%
PMFA
535
Plante Moran Financial Advisors
Michigan
$2.81K – – –
SC
536
Schubert & Co
Texas
$2.76K -$1.26K -22 -31%
BAM
537
Bellevue Asset Management
Washington
$2.76K +$287 +5 +12%
JGIA
538
Jackson Grant Investment Advisers
Connecticut
$2.76K +$2.76K +48 New
PWMG
539
Prestige Wealth Management Group
New Jersey
$2.64K – – –
JFG
540
JDM Financial Group
Texas
$2.58K – – –
GRP
541
Global Retirement Partners
California
$2.33K +$776 +12 +50%
VCM
542
Versant Capital Management
Arizona
$2.24K – – –
SIC
543
SJS Investment Consulting
Ohio
$2.13K -$9.71K -169 -82%
BIA
544
Bell Investment Advisors
California
$2.13K -$517 -9 -20%
TAM
545
Tucker Asset Management
Colorado
$2.07K – – –
MCM
546
MV Capital Management
Maryland
$2.01K +$345 +6 +21%
IHWM
547
Iron Horse Wealth Management
Iowa
$2.01K +$2.01K +35 New
CWP
548
Concord Wealth Partners
Virginia
$1.95K – – –
DI
549
Disciplined Investments
Oklahoma
$1.78K -$172 -3 -9%
AAS
550
Ameritas Advisory Services
Nebraska
$1.53K +$1.53K +25 New
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