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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 %
CPC
76
Cookson Peirce & Co
Pennsylvania
$25.5M 364,610 +108,800 +43%
Stifel Financial
77
Stifel Financial
Missouri
$24.6M 352,685 +5,936 +2%
Citigroup
78
Citigroup
New York
$23.9M 342,394 -10,257 -3%
CAM
79
Cresset Asset Management
Illinois
$22.8M 325,985 +6,115 +2%
PC
80
PhiloSmith Capital
Connecticut
$22.7M 325,450 – –
HSBC Holdings
81
HSBC Holdings
United Kingdom
$22.6M 323,393 -129,279 -29%
Mitsubishi UFJ Asset Management
82
Mitsubishi UFJ Asset Management
Japan
$22.6M 322,983 +6,346 +2%
VF
83
Vest Financial
Virginia
$22.4M 321,127 +125,393 +64%
1832 Asset Management
84
1832 Asset Management
Ontario, Canada
$22.4M 320,452 +25,000 +8%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$21.3M 293,526 -43,015 -13%
FWCM
86
Ferguson Wellman Capital Management
Oregon
$21.2M 302,847 +6,515 +2%
LP
87
LMR Partners
United Kingdom
$21M 300,112 -149,962 -33%
VIM
88
Vancity Investment Management
British Columbia, Canada
$20.9M 299,462 – –
CS
89
Candriam SCA
Luxembourg
$20.9M 298,635 -91 -0%
PP
90
Prospector Partners
Connecticut
$20.2M 289,837 +950 +0.3%
N
91
Natixis
France
$19.8M 283,534 +226,721 +399%
AllianceBernstein
92
AllianceBernstein
Tennessee
$19.7M 282,367 -9,702 -3%
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
$19.4M 277,331 +61,800 +29%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$18.2M 260,529 +360 +0.1%
SWP
95
Summit Wealth Partners
Florida
$17.9M 256,850 -10,000 -4%
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$17.4M 249,757 -417 -0.2%
Amundi
97
Amundi
France
$17.4M 249,903 -26,920 -10%
Corient Private Wealth
98
Corient Private Wealth
Florida
$16.7M 239,677 +13,398 +6%
Russell Investments Group
99
Russell Investments Group
United Kingdom
$16.1M 231,026 +124,502 +117%
DekaBank Deutsche Girozentrale
100
DekaBank Deutsche Girozentrale
Germany
$15.9M 224,655 -6,810 -3%
2 3
4
5 6