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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 %
BWM
551
BerganKDV Wealth Management
Minnesota
$9.02K 131 – –
SC
552
SouthState Corp
Florida
$8.61K 125 – –
GKIM
553
GW&K Investment Management
Massachusetts
$8K 110 +110 New
HFM
554
Harvest Fund Management
China
$8K 111 +111 New
FMII
555
Farmers & Merchants Investments Inc
Nebraska
$7.92K 115 – –
SA
556
SRH Advisors
Kansas
$7.81K 136 – –
LC
557
Lindbrook Capital
California
$7.02K 102 +7 +7%
HWA
558
HHM Wealth Advisors
Tennessee
$6.88K 100 +100 New
DSC
559
Duncker Streett & Co
Missouri
$6.4K 93 -94 -50%
KFI
560
Key Financial Inc
Pennsylvania
$5.78K 84 +84 New
ZB
561
Zions Bancorporation
Utah
$5.23K 76 – –
HCP
562
Hexagon Capital Partners
Arkansas
$4.68K 68 – –
CWC
563
Carolinas Wealth Consulting
North Carolina
$4.55K 66 – –
WT
564
Washington Trust
Rhode Island
$4.2K 61 -2 -3%
VCM
565
Versant Capital Management
Arizona
$4.13K 60 +21 +54%
CSB
566
City State Bank
Iowa
$4K 54 +54 New
CTC
567
Central Trust Company
Missouri
$3.92K 57 – –
FFC
568
First Financial Corp
Indiana
$3.72K 54 -20 -27%
AF
569
Advisornet Financial
Minnesota
$3.44K 50 -56 -53%
BAM
570
Bellevue Asset Management
Washington
$3.37K 49 +1 +2%
JGIA
571
Jackson Grant Investment Advisers
Connecticut
$3.3K 48 – –
PWMG
572
Prestige Wealth Management Group
New Jersey
$3.17K 46 – –
JFG
573
JDM Financial Group
Texas
$3.1K 45 – –
BIA
574
Bell Investment Advisors
California
$3.1K 45 +8 +22%
MCM
575
MV Capital Management
Maryland
$2.89K 42 +7 +20%
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