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Brown & Brown
BRO

Overview Fund Activity

674 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.

Holders
674
Holders Change
+54
Holders Change %
+8.71%
% of All Funds
9.88%
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
1
Morgan Stanley
New York
$1.28B
2
CAM
2
Congress Asset Management
Massachusetts
$82.4M
3
Man Group
3
Man Group
United Kingdom
$64.4M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$142M
5
Goldman Sachs
5
Goldman Sachs
New York
$256M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$16.5M
2
CCP
2
Clarkston Capital Partners
Michigan
$186M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$11.1M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$945K
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
NRD
701
Nebula Research & Development
New York
– – -4,212 Closed
PWM
702
Provident Wealth Management
Tennessee
– – -4,039 Closed
BCV
703
Banque Cantonale Vaudoise
Switzerland
– – -3,924 Closed
PCA
704
Pallas Capital Advisors
Massachusetts
– – -3,680 Closed
QAM
705
Q3 Asset Management
Michigan
– – -3,668 Closed
FMAEN1
706
Fund Management at Engine No 1
California
– – -3,366 Closed
FC
707
FORA Capital
Florida
– – -3,361 Closed
TAM
708
Tocqueville Asset Management
New York
– – -3,239 Closed
MNBTD
709
Moody National Bank Trust Division
Texas
– – -2,982 Closed
GL
710
Graypoint LLC
New York
– – -2,976 Closed
AWM
711
Axxcess Wealth Management
California
– – -2,926 Closed
BC
712
Bridgefront Capital
Texas
– – -2,915 Closed
MAM
713
Meeder Asset Management
Ohio
– – -1,690 Closed
HT
714
Headlands Technologies
Illinois
– – -1,554 Closed
CSPIA
715
Cary Street Partners Investment Advisory
Virginia
– – -840 Closed
QP
716
Quilter Plc
United Kingdom
– – -442 Closed
CTB
717
Country Trust Bank
Illinois
– – -270 Closed
WWP
718
WR Wealth Planners
Missouri
– – -157 Closed
WT
719
Washington Trust
Rhode Island
– – -62 Closed
CWP
720
Concord Wealth Partners
Virginia
– – -34 Closed
EARNEST Partners
721
EARNEST Partners
Georgia
– – -26 Closed
Simplex Trading
722
Simplex Trading
Illinois
– – – –
Group One Trading
723
Group One Trading
Illinois
– – – –
EAM
724
Erste Asset Management
Austria
– – – –
SSG
725
Summit Securities Group
New York
$0 1 +1 New
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