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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 %
TAM
601
Tucker Asset Management
Colorado
$2.51K 36 – –
IHWM
602
Iron Horse Wealth Management
Iowa
$2.44K 35 – –
CWP
603
Concord Wealth Partners
Virginia
$2.38K 34 – –
SS
604
Sunbelt Securities
Texas
$2.24K 32 +32 New
PVH
605
Psagot Value Holdings
Israel
$2K 35 – –
EARNEST Partners
606
EARNEST Partners
Georgia
$1.82K 26 – –
TCA
607
Trifecta Capital Advisors
Illinois
$1.68K 24 – –
BIA
608
Bell Investment Advisors
California
$1.4K 20 -25 -56%
CFGS
609
Concourse Financial Group Securities
Alabama
$1.33K 19 -10 -34%
LOIP
610
Live Oak Investment Partners
Texas
– – – –
ECM
611
Everence Capital Management
Indiana
$1.05K 15,040 – –
DIP
612
DT Investment Partners
Pennsylvania
$1.05K 15 – –
VWM
613
Venturi Wealth Management
Texas
$1.05K 15 +9 +150%
BCMLT
614
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.05K 15 – –
FMP
615
Financial Management Professionals
Texas
$1K 14 – –
AW
616
Avion Wealth
Texas
$1K 24 +15 +167%
UFF
617
USA Financial Formulas
Michigan
$838 12 – –
WWM
618
Wolff Wiese Magana
California
$699 10 – –
AWM
619
Abound Wealth Management
Tennessee
$489 7 – –
HI
620
Harbour Investments
Wisconsin
$279 4 – –
BF
621
BOK Financial
Oklahoma
$278 4 +4 New
AAP
622
Arax Advisory Partners
Colorado
$140 2 – –
FGAM
623
Financial Gravity Asset Management
Texas
– – -69 Closed
CVA
624
Ceredex Value Advisors
Florida
– – -478,325 Closed
BC
625
Brookfield Corp
Ontario, Canada
– – -208,206 Closed
23 24
25
26 27