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Brown & Brown
BRO

Overview Fund Activity

620 hedge funds and large institutions have $14.1B invested in Brown & Brown in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 216 increasing their positions, 220 reducing their positions, and 41 closing their positions.

Holders
620
Holders Change
+22
Holders Change %
+3.68%
% of All Funds
9.89%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
68
Increased
216
Reduced
220
Closed
41
Calls
$12.5M
Puts
$5.58M
Net Calls
+$6.87M
Net Calls Change
+$995K

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$56.6M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$43.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$71.4M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$27.9M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$27.8M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$1.03B
2
Morgan Stanley
2
Morgan Stanley
New York
$652M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$364M
4
CVA
4
Ceredex Value Advisors
Florida
$0
5
BlackRock
5
BlackRock
New York
$1.12B
Name Market Value Shares Shares
Change 		Shares
Change %
SA
576
SRH Advisors
Kansas
$9.5K 136 – –
TWP
577
TFO Wealth Partners
Ohio
$9.36K 136 – –
GWS
578
Glassman Wealth Services
Virginia
$8.03K 115 -46 -29%
FMII
579
Farmers & Merchants Investments Inc
Nebraska
$8.03K 115 – –
HFM
580
Harvest Fund Management
China
$8K 111 – –
GKIM
581
GW&K Investment Management
Massachusetts
$8K 110 – –
LC
582
Lindbrook Capital
California
$7.89K 113 +11 +11%
CTC
583
Central Trust Company
Missouri
$7.89K 113 +56 +98%
SFG
584
Steward Financial Group
Texas
$7K 111 +111 New
HWA
585
HHM Wealth Advisors
Tennessee
$6.98K 100 – –
DSC
586
Duncker Streett & Co
Missouri
$6.5K 93 – –
KFI
587
Key Financial Inc
Pennsylvania
$5.87K 84 – –
ZB
588
Zions Bancorporation
Utah
$5.31K 76 – –
HCP
589
Hexagon Capital Partners
Arkansas
$4.75K 68 – –
WT
590
Washington Trust
Rhode Island
$4.33K 62 +1 +2%
VCM
591
Versant Capital Management
Arizona
$4.19K 60 – –
CSB
592
City State Bank
Iowa
$4K 54 – –
FFC
593
First Financial Corp
Indiana
$3.77K 54 – –
BAM
594
Bellevue Asset Management
Washington
$3.42K 49 – –
JGIA
595
Jackson Grant Investment Advisers
Connecticut
$3.35K 48 – –
MCM
596
MV Capital Management
Maryland
$3.28K 47 +5 +12%
PWMG
597
Prestige Wealth Management Group
New Jersey
$3.21K 46 – –
JFG
598
JDM Financial Group
Texas
$3.14K 45 – –
SIC
599
SJS Investment Consulting
Ohio
$2.65K 38 +2 +6%
CT
600
Colonial Trust
South Carolina
$2.59K 35 +33 +1,650%
22 23
24
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