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Brown & Brown
BRO

Overview Fund Activity

707 hedge funds and large institutions have $17.8B invested in Brown & Brown in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 271 increasing their positions, 229 reducing their positions, and 57 closing their positions.

Holders
707
Holders Change
+33
Holders Change %
+4.9%
% of All Funds
10.25%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
96
Increased
271
Reduced
229
Closed
57
Calls
$18.9M
Puts
$1.76M
Net Calls
+$17.2M
Net Calls Change
+$8.51M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245M
2
Invesco
2
Invesco
Georgia
$236M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$46.5M
4
Capital World Investors
4
Capital World Investors
California
$124M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$95.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$776M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$272M
3
Select Equity Group
3
Select Equity Group
New York
$1.19B
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$400M
5
Millennium Management
5
Millennium Management
New York
$34.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AFS
751
Annapolis Financial Services
Maryland
– – -1,200 Closed
WTG
752
West Tower Group
Virginia
– – -1,037 Closed
MSWM
753
McGlone Suttner Wealth Management
Wisconsin
– – -860 Closed
QL
754
Quarry LP
New York
– – -756 Closed
GWMIA
755
Global Wealth Management Investment Advisory
Florida
– – -720 Closed
MFG
756
Mendota Financial Group
Wisconsin
– – -590 Closed
GWS
757
Glassman Wealth Services
Virginia
– – -121 Closed
RIM
758
Rockbridge Investment Management
New York
– – -88 Closed
IWA
759
IBEX Wealth Advisors
New Jersey
– – -37 Closed
TCWA
760
Turtle Creek Wealth Advisors
Texas
– – -33 Closed
NFSG
761
Newbridge Financial Services Group
Florida
– – -20 Closed
TSW
762
Thompson Siegel & Walmsley
Virginia
– – -20 Closed
AssetMark Inc
763
AssetMark Inc
California
– – -17 Closed
TVAMP
764
Tennessee Valley Asset Management Partners
Tennessee
– – -8 Closed
SSG
765
Summit Securities Group
New York
– – -1 Closed
EAM
766
Erste Asset Management
Austria
– – – –
Simplex Trading
767
Simplex Trading
Illinois
– – – –
Twin Tree Management
768
Twin Tree Management
Texas
– – – –
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