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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 %
SIC
576
SJS Investment Consulting
Ohio
$2.48K 36 -1 -3%
TAM
577
Tucker Asset Management
Colorado
$2.48K 36 – –
IHWM
578
Iron Horse Wealth Management
Iowa
$2.41K 35 – –
CWP
579
Concord Wealth Partners
Virginia
$2.34K 34 – –
DI
580
Disciplined Investments
Oklahoma
$2.34K 34 +3 +10%
PVH
581
Psagot Value Holdings
Israel
$2K 35 +35 New
CFGS
582
Concourse Financial Group Securities
Alabama
$2K 29 -250 -90%
EARNEST Partners
583
EARNEST Partners
Georgia
$1.79K 26 – –
TCA
584
Trifecta Capital Advisors
Illinois
$1.65K 24 – –
LOIP
585
Live Oak Investment Partners
Texas
– – – –
DIP
586
DT Investment Partners
Pennsylvania
$1.05K 15 – –
BCMLT
587
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.05K 15 – –
FMP
588
Financial Management Professionals
Texas
$1K 14 – –
UFF
589
USA Financial Formulas
Michigan
$826 12 – –
WWM
590
Wolff Wiese Magana
California
$689 10 – –
AWM
591
Abound Wealth Management
Tennessee
$482 7 +7 New
VWM
592
Venturi Wealth Management
Texas
$414 6 +6 New
HI
593
Harbour Investments
Wisconsin
$275 4 +4 New
FGAM
594
Financial Gravity Asset Management
Texas
$180 69 +12 +21%
AAP
595
Arax Advisory Partners
Colorado
$138 2 – –
CT
596
Colonial Trust
South Carolina
$135 2 +2 New
Comerica Bank
597
Comerica Bank
Texas
$11 476,501 +476,501 New
Renaissance Technologies
598
Renaissance Technologies
New York
– – -411,200 Closed
Point72 Asset Management
599
Point72 Asset Management
Connecticut
– – -319,100 Closed
Two Sigma Investments
600
Two Sigma Investments
New York
– – -192,336 Closed
22 23
24
25 26