BRO icon

Brown & Brown
BRO

Overview Fund Activity

567 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 226 increasing their positions, 193 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
9.15%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
226
Reduced
193
Closed
61
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$541M
2
Victory Capital Management
2
Victory Capital Management
Texas
$83.6M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$639M
4
TCM
4
TimesSquare Capital Management
New York
$46.5M
5
Millennium Management
5
Millennium Management
New York
$91.4M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$983M
2
JCM
2
Junto Capital Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$23.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$216M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$247K
Name Holding Trade Value Shares
Change 		Shares
Change %
ZP
51
Zimmer Partners
New York
$28.5M +$18.5M +325,000 +186%
PCM
52
Prana Capital Management
Connecticut
$27.4M +$20M +350,535 +268%
CIC
53
Chilton Investment Company
Connecticut
$27.1M +$13.4M +234,436 +97%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$27M +$1.3M +22,902 +5%
Barclays
55
Barclays
United Kingdom
$26.3M +$220K +3,854 +0.8%
DP
56
Dundas Partners
United Kingdom
$25M +$472K +8,280 +2%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$24.7M +$2.56M +44,904 +12%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$23.7M +$17.1K +300 +0.1%
Renaissance Technologies
59
Renaissance Technologies
New York
$23.6M +$23.6M +413,700 New
Citadel Advisors
60
Citadel Advisors
Florida
$23.5M -$53M -929,950 -69%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$22.8M +$347K +6,099 +2%
MFWM
62
Motley Fool Wealth Management
Virginia
$22.6M -$676K -11,875 -3%
National Pension Service
63
National Pension Service
South Korea
$22.1M +$717K +12,581 +3%
CS
64
Credit Suisse
Switzerland
$22M -$5.25M -92,100 -19%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$20.4M +$3.91M +68,695 +24%
SIC
66
Schwartz Investment Counsel
Michigan
$19.8M +$1.94M +34,000 +11%
UBS Group
67
UBS Group
Switzerland
$19.5M +$7.18M +126,089 +58%
PP
68
Prospector Partners
Connecticut
$19.1M +$1.06M +18,532 +6%
Stifel Financial
69
Stifel Financial
Missouri
$18.8M -$693K -12,168 -4%
PC
70
PhiloSmith Capital
Connecticut
$18.5M – – –
1832 Asset Management
71
1832 Asset Management
Ontario, Canada
$18.2M +$6.93M +121,596 +61%
Amundi
72
Amundi
France
$17.2M -$25.5M -412,641 -60%
AllianceBernstein
73
AllianceBernstein
Tennessee
$17M -$273K -4,800 -2%
Federated Hermes
74
Federated Hermes
Pennsylvania
$16.9M -$2.09M -36,739 -11%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$16.2M +$757K +13,360 +5%
1 2
3
4 5