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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 %
WB
651
Webster Bank
Connecticut
$8.23K 94 +94 New
DSC
652
Duncker Streett & Co
Missouri
$8.14K 93 – –
AT
653
Arlington Trust
Alabama
$7.62K 87 – –
KFI
654
Key Financial Inc
Pennsylvania
$7.35K 84 – –
MAM
655
Meeder Asset Management
Ohio
$7.35K 84 +84 New
ZB
656
Zions Bancorporation
Utah
$6.65K 76 – –
CA
657
Crewe Advisors
Utah
$6.04K 69 +69 New
VCM
658
Versant Capital Management
Arizona
$5.25K 60 – –
CSB
659
City State Bank
Iowa
$5K 54 – –
FFO
660
Fortitude Family Office
Arizona
$4.99K 57 -376 -87%
CTC
661
Central Trust Company
Missouri
$4.99K 57 – –
VWM
662
Venturi Wealth Management
Texas
$4.73K 54 +28 +108%
FFC
663
First Financial Corp
Indiana
$4.73K 54 – –
HIA
664
Harbor Investment Advisory
Maryland
$4.64K 53 +53 New
BAM
665
Bellevue Asset Management
Washington
$4.47K 51 – –
MCM
666
MV Capital Management
Maryland
$4.38K 50 +2 +4%
JGIA
667
Jackson Grant Investment Advisers
Connecticut
$4.2K 48 – –
PWMG
668
Prestige Wealth Management Group
New Jersey
$4.03K 46 – –
JFG
669
JDM Financial Group
Texas
$3.94K 45 – –
RIL
670
Rothschild Investment LLC
Illinois
$3.94K 45 +15 +50%
WPA
671
West Paces Advisors
Georgia
$3.85K 44 +44 New
PWMG
672
Private Wealth Management Group
New Jersey
$3.77K 43 – –
SIC
673
SJS Investment Consulting
Ohio
$3.24K 37 – –
TAM
674
Tucker Asset Management
Colorado
$3.15K 36 – –
CT
675
Colonial Trust
South Carolina
$3.06K 35 – –
25 26
27
28 29