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Brown & Brown
BRO

Overview Fund Activity

598 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 227 increasing their positions, 197 reducing their positions, and 40 closing their positions.

Holders
598
Holders Change
+36
Holders Change %
+6.41%
% of All Funds
9.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
77
Increased
227
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$200M
2
Capital World Investors
2
Capital World Investors
California
$64.7M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$63M
4
Barclays
4
Barclays
United Kingdom
$62.1M
5
CS
5
Credit Suisse
Switzerland
$63.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$26.3M
2
Select Equity Group
2
Select Equity Group
New York
$1.08B
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$288M
4
Millennium Management
4
Millennium Management
New York
$71.4M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$359K
Name Market Value Shares Shares
Change 		Shares
Change %
SI
51
Scout Investments
Missouri
$39.6M 552,636 -69,799 -11%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$38.7M 561,600 -45,944 -8%
Fidelity International
53
Fidelity International
Bermuda
$35.6M 517,180 -70,293 -12%
Deutsche Bank
54
Deutsche Bank
Germany
$35.5M 515,734 -156,553 -23%
Verition Fund Management
55
Verition Fund Management
Connecticut
$35.3M 512,883 +240,223 +88%
SIC
56
Schwartz Investment Counsel
Michigan
$34M 494,150 +42,000 +9%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$33.9M 492,603 +16,205 +3%
SCM
58
Snyder Capital Management
California
$33.8M 491,384 -22,090 -4%
UBS Group
59
UBS Group
Switzerland
$33M 479,595 +147,734 +45%
CVA
60
Ceredex Value Advisors
Florida
$32.9M 478,325 -254,625 -35%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$31.2M 452,672 +210,375 +87%
LP
62
LMR Partners
United Kingdom
$31M 450,074 +450,074 New
DP
63
Dundas Partners
United Kingdom
$30.2M 437,980 – –
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$28.4M 412,792 +5,695 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
65
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$28.3M 411,284 +107,036 +35%
MFWM
66
Motley Fool Wealth Management
Virginia
$27.8M 404,711 -7,579 -2%
Nomura Asset Management
67
Nomura Asset Management
Japan
$27.2M 395,560 +41,020 +12%
OCM
68
Osterweis Capital Management
California
$27.2M 394,772 +1,904 +0.5%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$26.9M 390,578 -6,803 -2%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$26.3M 382,587 -3,318,277 -90%
National Pension Service
71
National Pension Service
South Korea
$26M 384,456 -3,417 -0.9%
Citigroup
72
Citigroup
New York
$24.3M 352,651 -10,249 -3%
Stifel Financial
73
Stifel Financial
Missouri
$23.9M 346,749 +8,495 +3%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$23.2M 336,541 +4,306 +1%
PC
75
PhiloSmith Capital
Connecticut
$22.4M 325,450 – –
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3
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