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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 %
AWM
526
AE Wealth Management
Kansas
$289K -$5.17M -59,018 -95%
FLC
527
Fifth Lane Capital
Texas
$277K +$277K +3,168 New
FA
528
Faithward Advisors
Pennsylvania
$277K +$277K +3,164 New
AIM
529
Anchor Investment Management
South Carolina
$277K +$7.09K +81 +3%
SF
530
Summit Financial
New Jersey
$276K -$53.1K -606 -16%
PTC
531
Private Trust Company
Ohio
$275K +$7.53K +86 +3%
GFS
532
GYL Financial Synergies
Connecticut
$272K +$6.22K +71 +2%
FP
533
Foundry Partners
Minnesota
$269K – – –
MCA
534
MSH Capital Advisors
Arizona
$268K +$438 +5 +0.2%
IGAM
535
iA Global Asset Management
Quebec, Canada
$263K -$65.3K -747 -20%
JSW
536
Journey Strategic Wealth
New Jersey
$260K – – –
MWM
537
Mattern Wealth Management
Kansas
$260K -$57.3K -654 -18%
FTIS
538
First Trust Investment Solutions
Florida
$254K +$254K +2,900 New
AAIS
539
ABN AMRO Investment Solutions
$253K -$102K -1,161 -29%
CCP
540
Carmel Capital Partners
California
$249K -$27.3K -312 -10%
HFM
541
Harvest Fund Management
China
$248K +$238K +2,729 +2,459%
GL
542
Graypoint LLC
New York
$245K +$245K +2,799 New
NW
543
NewEdge Wealth
Pennsylvania
$239K +$239K +2,880 New
CP
544
Covenant Partners
Tennessee
$237K +$237K +2,710 New
TAM
545
Trust Asset Management
Texas
$237K +$237K +2,703 New
PWM
546
Provident Wealth Management
Tennessee
$235K +$235K +2,689 New
BA
547
Brightwater Advisory
Florida
$233K +$233K +2,662 New
CF
548
Copperwynd Financial
Arizona
$232K +$232K +2,646 New
AWM
549
Apollon Wealth Management
South Carolina
$230K +$230K +2,632 New
VIA
550
Virtus Investment Advisers
Connecticut
$229K -$24.5K -280 -10%
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