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Brown & Brown
BRO

Overview Fund Activity

562 hedge funds and large institutions have $11.6B invested in Brown & Brown in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-5
Holders Change %
-0.88%
% of All Funds
8.99%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
53
Increased
240
Reduced
177
Closed
48
Calls
$3M
Puts
$2.17M
Net Calls
+$827K
Net Calls Change
-$1.52M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
$42.1M
2
Principal Financial Group
Principal Financial Group
Iowa
$675M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$23.3M
4
BC
Brookfield Corp
Ontario, Canada
$22M
5
ProShare Advisors
ProShare Advisors
Maryland
$171M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Select Equity Group
Select Equity Group
New York
$948M
3
ZP
Zimmer Partners
New York
$0
4
CIC
Chilton Investment Company
Connecticut
$8.79M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
51
Snyder Capital Management
California
$29.5M -$702K -12,230 -2%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$28.7M +$3.77M +65,699 +15%
PCM
53
Prana Capital Management
Connecticut
$27.4M -$188K -3,273 -0.7%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$27.4M +$121K +2,107 +0.4%
Amundi
55
Amundi
France
$27.2M +$10.8M +183,595 +66%
SIC
56
Schwartz Investment Counsel
Michigan
$26M +$6.01M +104,700 +30%
DP
57
Dundas Partners
United Kingdom
$25.1M +$632 +11 +0%
MFWM
58
Motley Fool Wealth Management
Virginia
$23.7M +$895K +15,593 +4%
Renaissance Technologies
59
Renaissance Technologies
New York
$23.6M -$144K -2,500 -0.6%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$23.4M -$517K -9,000 -2%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$23.3M +$23M +400,970 +8,625%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$22.8M -$175K -3,049 -0.8%
OCM
63
Osterweis Capital Management
California
$22.6M +$6.25M +108,767 +38%
Citadel Advisors
64
Citadel Advisors
Florida
$22.2M -$1.48M -25,763 -6%
BC
65
Brookfield Corp
Ontario, Canada
$22M +$22M +382,767 New
National Pension Service
66
National Pension Service
South Korea
$22M -$1.7K -30 -0%
CS
67
Credit Suisse
Switzerland
$21.9M -$302K -5,266 -1%
1832 Asset Management
68
1832 Asset Management
Ontario, Canada
$21.4M +$3.02M +52,626 +16%
Aviva
69
Aviva
United Kingdom
$21.4M +$10.1M +176,368 +90%
Citigroup
70
Citigroup
New York
$20.8M +$6.07M +105,691 +41%
Nomura Asset Management
71
Nomura Asset Management
Japan
$20.4M +$5.21M +90,770 +34%
Stifel Financial
72
Stifel Financial
Missouri
$19.4M +$447K +7,784 +2%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$19.1M +$11.2M +195,355 +143%
UBS Group
74
UBS Group
Switzerland
$19.1M -$565K -9,841 -3%
PC
75
PhiloSmith Capital
Connecticut
$18.7M – – –
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