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Brown & Brown
BRO

Overview Fund Activity

675 hedge funds and large institutions have $15.1B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 240 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+54
Holders Change %
+8.7%
% of All Funds
9.9%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
106
Increased
240
Reduced
225
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.28B
2
CAM
Congress Asset Management
Massachusetts
$82.4M
3
Man Group
Man Group
United Kingdom
$64.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$142M
5
Goldman Sachs
Goldman Sachs
New York
$256M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$16.5M
2
CCP
Clarkston Capital Partners
Michigan
$186M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$11.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$945K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
626
Key Financial Inc
Pennsylvania
$5.97K – – –
HCP
627
Hexagon Capital Partners
Arkansas
$5.62K +$782 +11 +16%
ZB
628
Zions Bancorporation
Utah
$5.4K – – –
VCM
629
Versant Capital Management
Arizona
$4.27K – – –
CTC
630
Central Trust Company
Missouri
$4.05K -$3.98K -56 -50%
CSB
631
City State Bank
Iowa
$4K – – –
FFC
632
First Financial Corp
Indiana
$3.84K – – –
BAM
633
Bellevue Asset Management
Washington
$3.63K +$142 +2 +4%
MCM
634
MV Capital Management
Maryland
$3.41K +$71 +1 +2%
JGIA
635
Jackson Grant Investment Advisers
Connecticut
$3.41K – – –
PWMG
636
Prestige Wealth Management Group
New Jersey
$3.27K – – –
JFG
637
JDM Financial Group
Texas
$3.2K – – –
PWMG
638
Private Wealth Management Group
New Jersey
$3.06K +$3.06K +43 New
NICM
639
Neo Ivy Capital Management
New York
$3K -$710K -8,990 -100%
AF
640
Advisornet Financial
Minnesota
$2.92K +$2.92K +41 New
IWA
641
IBEX Wealth Advisors
New Jersey
$2.64K +$2.64K +37 New
SIC
642
SJS Investment Consulting
Ohio
$2.63K -$71 -1 -3%
TAM
643
Tucker Asset Management
Colorado
$2.56K – – –
IHWM
644
Iron Horse Wealth Management
Iowa
$2.49K – – –
CT
645
Colonial Trust
South Carolina
$2.48K – – –
TCWA
646
Turtle Creek Wealth Advisors
Texas
$2.35K +$2.35K +33 New
SS
647
Sunbelt Securities
Texas
$2.28K – – –
DPW
648
DiNuzzo Private Wealth
Pennsylvania
$2.28K +$2.28K +32 New
HI
649
Harbour Investments
Wisconsin
$2.13K +$1.85K +26 +650%
RIL
650
Rothschild Investment LLC
Illinois
$2.13K +$2.13K +30 New
24 25
26
27 28