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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 %
MF
576
Magnetar Financial
Illinois
– -$1.02M -17,880 Closed
HF
577
HRT Financial
New York
– -$828K -14,551 Closed
KI
578
Kula Investments
Illinois
– -$744K -13,058 Closed
CC
579
Centiva Capital
New York
– -$729K -12,795 Closed
QCM
580
Qsemble Capital Management
New York
– -$695K -12,200 Closed
ACM
581
Aquatic Capital Management
Illinois
– -$638K -11,200 Closed
CP
582
Cumberland Partners
Ontario, Canada
– -$627K -11,000 Closed
CP
583
CenterBook Partners
Connecticut
– -$578K -10,151 Closed
AC
584
Allstate Corporation
Illinois
– -$569K -9,986 Closed
CIM
585
Contravisory Investment Management
Massachusetts
– -$506K -8,883 Closed
BAM
586
Blueshift Asset Management
New Jersey
– -$483K -8,483 Closed
SC
587
SRB Corp
Massachusetts
– -$450K -7,897 Closed
NLP
588
Next Level Private
New York
– -$410K -6,965 Closed
UPC
589
Utah Peaks Capital
Utah
– -$290K -5,088 Closed
AG
590
Ascent Group
Virginia
– -$268K -4,712 Closed
FFP
591
FourThought Financial Partners
Florida
– -$243K -4,270 Closed
MAM
592
Martingale Asset Management
Massachusetts
– -$236K -4,150 Closed
PMEF
593
Point72 Middle East FZE
United Arab Emirates
– -$189K -3,324 Closed
GTCM
594
Gyon Technologies Capital Management
New Jersey
– -$169K -2,970 Closed
OWA
595
One Wealth Advisors
California
– -$80.2K -1,408 Closed
MWM
596
MinichMacGregor Wealth Management
New York
– -$62.8K -1,102 Closed
USCWA
597
U.S. Capital Wealth Advisors
Texas
– -$42.5K -746 Closed
Loomis, Sayles & Company
598
Loomis, Sayles & Company
Massachusetts
– -$29K -511 Closed
MPCL
599
My Personal CFO LLC
Washington
– -$24.6K -431 Closed
FIA
600
FNY Investment Advisers
New York
– -$19K -348 Closed
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