BRO icon

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 %
Prudential Financial
51
Prudential Financial
New Jersey
$41.7M 584,628 +377,052 +182%
Citadel Advisors
52
Citadel Advisors
Florida
$41.1M 577,814 +495,575 +603%
TCM
53
TimesSquare Capital Management
New York
$38.4M 539,517 -20,340 -4%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$37.8M 532,081 +3,808 +0.7%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$37.1M 521,050 +137,052 +36%
SIC
56
Schwartz Investment Counsel
Michigan
$36.9M 519,150 – –
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$35.1M 493,655 +97,514 +25%
RJA
58
Raymond James & Associates
Florida
$34.9M 491,161 -71,753 -13%
SCM
59
Snyder Capital Management
California
$33.1M 465,995 -23,693 -5%
UBS Group
60
UBS Group
Switzerland
$32.8M 460,797 +79,237 +21%
DP
61
Dundas Partners
United Kingdom
$31.6M 444,923 +6,943 +2%
Nomura Asset Management
62
Nomura Asset Management
Japan
$29.9M 420,599 -10,442 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
63
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$28.1M 395,355 -148,703 -27%
Los Angeles Capital Management
64
Los Angeles Capital Management
California
$27.8M 391,007 +391,007 New
Renaissance Technologies
65
Renaissance Technologies
New York
$27.7M 389,200 +335,600 +626%
MFWM
66
Motley Fool Wealth Management
Virginia
$27.5M 386,885 -11,768 -3%
OCM
67
Osterweis Capital Management
California
$27.5M 386,779 +4,668 +1%
VF
68
Vest Financial
Virginia
$27.4M 385,065 +63,938 +20%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$27.4M 385,413 +62,020 +19%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$27.4M 384,699 +11,100 +3%
Verition Fund Management
71
Verition Fund Management
Connecticut
$27.2M 382,456 -273,217 -42%
Amundi
72
Amundi
France
$26.9M 374,812 +124,909 +50%
Citigroup
73
Citigroup
New York
$26.6M 374,714 +32,320 +9%
National Pension Service
74
National Pension Service
South Korea
$25.8M 363,507 – –
PI
75
PineBridge Investments
New York
$25.6M 360,473 +360,473 New
1 2
3
4 5