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Brown & Brown
BRO

Overview Fund Activity

620 hedge funds and large institutions have $14.1B invested in Brown & Brown in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 216 increasing their positions, 220 reducing their positions, and 41 closing their positions.

Holders
620
Holders Change
+22
Holders Change %
+3.68%
% of All Funds
9.89%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
68
Increased
216
Reduced
220
Closed
41
Calls
$12.5M
Puts
$5.58M
Net Calls
+$6.87M
Net Calls Change
+$995K

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$56.6M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$43.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$71.4M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$27.9M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$27.8M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$1.03B
2
Morgan Stanley
2
Morgan Stanley
New York
$652M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$364M
4
CVA
4
Ceredex Value Advisors
Florida
$0
5
BlackRock
5
BlackRock
New York
$1.12B
Name Market Value Shares Shares
Change 		Shares
Change %
Balyasny Asset Management
51
Balyasny Asset Management
Illinois
$43.5M 622,861 +622,861 New
CIM
52
Confluence Investment Management
Missouri
$42.1M 602,160 -20,479 -3%
Ameriprise
53
Ameriprise
Minnesota
$41.6M 595,397 -29,869 -5%
SI
54
Scout Investments
Missouri
$40.2M 577,626 +24,990 +5%
RJA
55
Raymond James & Associates
Florida
$39.3M 562,914 -30,754 -5%
TCM
56
TimesSquare Capital Management
New York
$39.1M 559,857 -97,538 -15%
Caisse de Depot et Placement du Quebec (CDPQ)
57
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$38M 544,058 +132,774 +32%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$36.9M 528,273 +35,670 +7%
SIC
59
Schwartz Investment Counsel
Michigan
$36.3M 519,150 +25,000 +5%
SCM
60
Snyder Capital Management
California
$34.2M 489,688 -1,696 -0.3%
Deutsche Bank
61
Deutsche Bank
Germany
$33.1M 473,603 -42,131 -8%
DP
62
Dundas Partners
United Kingdom
$30.6M 437,980 – –
PCM
63
Prana Capital Management
Connecticut
$30.6M 437,541 +214,614 +96%
Nomura Asset Management
64
Nomura Asset Management
Japan
$30.1M 431,041 +35,481 +9%
Fidelity International
65
Fidelity International
Bermuda
$29.6M 423,789 -93,391 -18%
MFWM
66
Motley Fool Wealth Management
Virginia
$27.9M 398,653 -6,058 -1%
Point72 Asset Management
67
Point72 Asset Management
Connecticut
$27.9M 398,800 +398,800 New
Robeco Institutional Asset Management
68
Robeco Institutional Asset Management
Netherlands
$27.8M 397,763 +377,173 +1,832%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$27.7M 396,141 +234,853 +146%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$26.8M 383,998 +1,411 +0.4%
OCM
71
Osterweis Capital Management
California
$26.7M 382,111 -12,661 -3%
UBS Group
72
UBS Group
Switzerland
$26.6M 381,560 -98,035 -20%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$26.1M 373,599 -16,979 -4%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$25.9M 370,712 -42,080 -10%
National Pension Service
75
National Pension Service
South Korea
$25.8M 363,507 -20,949 -5%
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