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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
$675M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$23.3M
4
BC
Brookfield Corp
Ontario, Canada
$22M
5
ProShare Advisors
ProShare Advisors
Maryland
$171M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Select Equity Group
Select Equity Group
New York
$948M
3
ZP
Zimmer Partners
New York
$0
4
CIC
Chilton Investment Company
Connecticut
$8.79M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
551
EARNEST Partners
Georgia
$1.49K – – –
TCA
552
Trifecta Capital Advisors
Illinois
$1.38K +$747 +13 +118%
GFWA
553
Grey Fox Wealth Advisors
Delaware
$1.38K +$1.38K +24 New
LOIP
554
Live Oak Investment Partners
Texas
$1.03K -$1.03K – –
FMP
555
Financial Management Professionals
Texas
$1K +$1K +14 New
DIP
556
DT Investment Partners
Pennsylvania
$988 – – –
BCMLT
557
Beacon Capital Management LLC (Tennessee)
Tennessee
$870 – – –
ECM
558
Everence Capital Management
Indiana
$864 – – –
UFF
559
USA Financial Formulas
Michigan
$689 +$689 +12 New
TWA
560
TCI Wealth Advisors
Arizona
$575 -$58 -1 -9%
WWM
561
Wolff Wiese Magana
California
$575 +$575 +10 New
FGAM
562
Financial Gravity Asset Management
Texas
$344 – – –
CBT
563
Central Bank & Trust
Kentucky
$229 +$229 +4 New
AAP
564
Arax Advisory Partners
Colorado
$115 – – –
Balyasny Asset Management
565
Balyasny Asset Management
Illinois
– -$62.5M -1,097,388 Closed
ZP
566
Zimmer Partners
New York
– -$28.5M -500,000 Closed
Alyeska Investment Group
567
Alyeska Investment Group
Illinois
– -$14.3M -250,577 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
568
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$11.7M -205,141 Closed
VRS
569
Virginia Retirement Systems
Virginia
– -$7.64M -134,100 Closed
WMSA
570
Weiss Multi-Strategy Advisers
New York
– -$6.89M -121,004 Closed
BA
571
Bridgewater Associates
Connecticut
– -$6.6M -115,837 Closed
Squarepoint
572
Squarepoint
New York
– -$5.63M -98,879 Closed
FRAF
573
Första AP-fonden
Sweden
– -$2.76M -48,400 Closed
BRCM
574
Bright Rock Capital Management
Massachusetts
– -$1.71M -30,000 Closed
PFO
575
Pathstone Family Office
New Jersey
– -$1.08M -27,782 Closed
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