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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 %
AF
601
Allworth Financial
California
$54.9K 627 +45 +8%
OP
602
ORG Partners
Indiana
$54.6K 633 +333 +111%
CFGS
603
Concourse Financial Group Securities
Alabama
$54.1K 618 +53 +9%
CA
604
Continuum Advisory
Idaho
$53.5K 625 +625 New
CFM
605
Catalyst Funds Management
Australia
$52.5K 600 +600 New
GWSG
606
GPS Wealth Strategies Group
Colorado
$51.6K 589 – –
LS
607
Livforsakringsbolaget Skandia
Sweden
$47.9K 548 – –
CP
608
Castleview Partners
Texas
$45.5K 520 – –
AAM
609
Advisors Asset Management
Colorado
$45.3K 517 -312 -38%
IFS
610
Intelligent Financial Strategies
Minnesota
$44.6K 509 +509 New
ADL
611
Asset Dedication LLC
California
$44K 506 – –
OAJ
612
Ogorek Anthony Joseph
New York
$44K 504 – –
PA
613
PSI Advisors
Florida
$43.6K 498 – –
FPB
614
First PREMIER Bank
South Dakota
$40K 457 +457 New
TWC
615
TD Waterhouse Canada
Ontario, Canada
$36.3K 424 +40 +10%
APF
616
Alaska Permanent Fund
Alaska
$35.8K 409 +409 New
BHWM
617
Beaird Harris Wealth Management
Texas
$34.9K 399 – –
TFM
618
TFC Financial Management
Massachusetts
$33.9K 387 +1 +0.3%
HT
619
Headlands Technologies
Illinois
$31.5K 360 +360 New
QCG
620
Quadrant Capital Group
Ohio
$30.1K 344 +55 +19%
AAG
621
Armstrong Advisory Group
Massachusetts
$28.4K 400 – –
TPCW
622
TD Private Client Wealth
New York
$28.2K 322 -15 -4%
LFG
623
Larson Financial Group
Missouri
$28.1K 321 -22 -6%
DCP
624
DSM Capital Partners
Florida
$26.2K 299 +103 +53%
JWM
625
Janiczek Wealth Management
Colorado
$22.6K 258 – –
23 24
25
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