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Brown & Brown
BRO

Overview Fund Activity

598 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 227 increasing their positions, 197 reducing their positions, and 40 closing their positions.

Holders
598
Holders Change
+36
Holders Change %
+6.41%
% of All Funds
9.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
77
Increased
227
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$200M
2
Capital World Investors
2
Capital World Investors
California
$64.7M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$63M
4
Barclays
4
Barclays
United Kingdom
$62.1M
5
CS
5
Credit Suisse
Switzerland
$63.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$26.3M
2
Select Equity Group
2
Select Equity Group
New York
$1.08B
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$288M
4
Millennium Management
4
Millennium Management
New York
$71.4M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$359K
Name Market Value Shares Shares
Change 		Shares
Change %
BHWM
526
Beaird Harris Wealth Management
Texas
$27.5K 399 – –
WTG
527
West Tower Group
Virginia
$26.7K 388 +388 New
TFM
528
TFC Financial Management
Massachusetts
$26.6K 386 +10 +3%
QL
529
Quarry LP
New York
$26.2K 380 -421 -53%
FCAG
530
First Capital Advisors Group
New Jersey
$26.2K 380 +380 New
TPCW
531
TD Private Client Wealth
New York
$23.3K 339 -34 -9%
SSG
532
Summit Securities Group
New York
$21K 308 -153 -33%
QCG
533
Quadrant Capital Group
Ohio
$19.4K 282 – –
TWC
534
TD Waterhouse Canada
Ontario, Canada
$18.6K 276 – –
CTB
535
Country Trust Bank
Illinois
$18.6K 270 – –
JWM
536
Janiczek Wealth Management
Colorado
$17.8K 258 -31 -11%
DAM
537
Delta Asset Management
Tennessee
$17.2K 250 – –
GWSG
538
GPS Wealth Strategies Group
Colorado
$16.2K 235 +96 +69%
AA
539
Ancora Advisors
Ohio
$15.1K 220 – –
PSB
540
Piscataqua Savings Bank
New Hampshire
$14K 204 – –
LS
541
Livforsakringsbolaget Skandia
Sweden
$13.8K 200 – –
SWA
542
Sutton Wealth Advisors
Florida
$13.2K 192 – –
PPC
543
Park Place Capital
Alabama
$13.1K 191 +191 New
CAL
544
Capital Advisors Ltd
Ohio
$13K 195 +129 +195%
GWS
545
Glassman Wealth Services
Virginia
$11.1K 161 – –
EWA
546
EverSource Wealth Advisors
Alabama
$11K 160 +8 +5%
WWP
547
WR Wealth Planners
Missouri
$10.8K 157 -17 -10%
RTL
548
Red Tortoise LLC
Georgia
$10.1K 147 – –
JWA
549
JFS Wealth Advisors
Pennsylvania
$9.98K 145 +1 +0.7%
TWP
550
TFO Wealth Partners
Ohio
$9.36K 136 – –
20 21
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