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Brown & Brown
BRO

Overview Fund Activity

567 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 226 increasing their positions, 193 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
9.15%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
226
Reduced
193
Closed
61
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$541M
2
Victory Capital Management
2
Victory Capital Management
Texas
$83.6M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$639M
4
TCM
4
TimesSquare Capital Management
New York
$46.5M
5
Millennium Management
5
Millennium Management
New York
$91.4M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$983M
2
JCM
2
Junto Capital Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$23.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$216M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$247K
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
76
Osterweis Capital Management
California
$16.2M +$16.2M +284,101 New
Truist Financial
77
Truist Financial
North Carolina
$16.1M +$2.21M +38,742 +16%
Caisse de Depot et Placement du Quebec (CDPQ)
78
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.1M +$2.44M +42,850 +18%
FWCM
79
Ferguson Wellman Capital Management
Oregon
$16.1M -$581K -10,201 -3%
SWP
80
Summit Wealth Partners
Florida
$15.9M -$67.5K -1,184 -0.4%
CWM
81
CIBC World Markets
New York
$15.8M +$13.6M +238,970 +617%
First Trust Advisors
82
First Trust Advisors
Illinois
$15.8M +$7.75M +136,030 +97%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$15.6M +$90.1K +1,581 +0.6%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$15.2M -$763K -13,400 -5%
Nomura Asset Management
85
Nomura Asset Management
Japan
$15M +$1.69M +29,600 +13%
Prudential Financial
86
Prudential Financial
New Jersey
$14.8M +$656K +11,511 +5%
Citigroup
87
Citigroup
New York
$14.7M +$1.06M +18,556 +8%
IIM
88
INTECH Investment Management
Florida
$14.4M -$1.36M -23,944 -9%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$14.3M +$5.95M +104,700 +71%
Alyeska Investment Group
90
Alyeska Investment Group
Illinois
$14.3M +$14.3M +250,577 New
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$14.3M +$3.27M +57,360 +30%
SSA
92
Schonfeld Strategic Advisors
New York
$14.1M +$5.3M +92,993 +60%
Mitsubishi UFJ Trust & Banking
93
Mitsubishi UFJ Trust & Banking
Japan
$13.9M +$2.79M +48,950 +25%
N
94
Natixis
France
$13.3M +$12.5M +218,848 +1,516%
Tudor Investment Corp
95
Tudor Investment Corp
Connecticut
$12.8M +$4.46M +78,319 +54%
Diamond Hill Capital Management
96
Diamond Hill Capital Management
Ohio
$12.8M -$190K -3,330 -1%
Connor, Clark & Lunn Investment Management (CC&L)
97
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.5M -$2.25M -39,407 -15%
CAM
98
Cresset Asset Management
Illinois
$12.5M -$175K -3,074 -1%
TD Asset Management
99
TD Asset Management
Ontario, Canada
$12.4M +$1.2M +21,095 +11%
DekaBank Deutsche Girozentrale
100
DekaBank Deutsche Girozentrale
Germany
$12.1M -$119K -2,078 -1%
2 3
4
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