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Brown & Brown
BRO

Overview Fund Activity

707 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, 229 reducing their positions, and 57 closing their positions.

Holders
707
Holders Change
+33
Holders Change %
+4.9%
% of All Funds
10.25%
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
229
Closed
57
Calls
$18.9M
Puts
$1.76M
Net Calls
+$17.2M
Net Calls Change
+$8.51M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245M
2
Invesco
2
Invesco
Georgia
$236M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$46.5M
4
Capital World Investors
4
Capital World Investors
California
$124M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$95.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$776M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$272M
3
Select Equity Group
3
Select Equity Group
New York
$1.19B
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$400M
5
Millennium Management
5
Millennium Management
New York
$34.1M
Name Market Value Shares Shares
Change 		Shares
Change %
DT
551
Diversified Trust
Tennessee
$227K 2,588 -1,765 -41%
MA
552
Mutual Advisors
Nebraska
$226K 2,578 +2,578 New
FFP
553
FourThought Financial Partners
Florida
$223K 2,549 +2,549 New
CI Investments Inc
554
CI Investments Inc
Ontario, Canada
$223K 2,547 -251 -9%
CI
555
Cigna Investments
Connecticut
$223K 2,543 +2,543 New
EL
556
EWA LLC
Pennsylvania
$223K 2,558 +2,558 New
WAG
557
Wallace Advisory Group
California
$215K 3,027 +3,027 New
NPFS
558
Novak & Powell Financial Services
Florida
$214K 2,440 +2,440 New
NS
559
NBC Securities
Alabama
$212K 2,314 – –
ATPW
560
Ashton Thomas Private Wealth
Arizona
$212K 2,418 +2,418 New
MSAM
561
Moloney Securities Asset Management
Missouri
$210K 2,396 +2,396 New
TIA
562
Tiemann Investment Advisors
California
$208K 2,380 +2,380 New
BFG
563
Bleakley Financial Group
New Jersey
$208K 2,373 +2,373 New
SW
564
Simplicity Wealth
New Jersey
$208K 2,373 +2,373 New
VC
565
Vicus Capital
Pennsylvania
$207K 2,370 +2,370 New
FHA
566
Flagship Harbor Advisors
Massachusetts
$207K 2,362 +2,362 New
LSAG
567
Lake Street Advisors Group
New Hampshire
$204K 2,328 +2,328 New
TAM
568
Tocqueville Asset Management
New York
$204K 2,327 +2,327 New
PWP
569
Phillips Wealth Planners
Mississippi
$201K 2,480 +2,480 New
FDCDDQ
570
Federation des caisses Desjardins du Quebec
Quebec, Canada
$197K 2,489 +1,239 +99%
ST
571
Smithfield Trust
Pennsylvania
$189K 2,161 – –
PA
572
Parallel Advisors
California
$158K 1,807 +130 +8%
BEI
573
Benjamin Edwards Inc
Missouri
$153K 1,749 -32 -2%
MG
574
Mather Group
Illinois
$151K 2,126 +2,126 New
GM
575
GeoWealth Management
Illinois
$151K 1,723 +919 +114%
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