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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 %
CS
76
Credit Suisse
Switzerland
$25.6M 360,167 -483,744 -57%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$25.5M 358,929 +127,903 +55%
CPC
78
Cookson Peirce & Co
Pennsylvania
$25.5M 358,122 -6,488 -2%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$25.3M 356,094 +264,412 +288%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$24.9M 349,597 -21,115 -6%
Stifel Financial
81
Stifel Financial
Missouri
$24.8M 348,460 -4,225 -1%
Acadian Asset Management
82
Acadian Asset Management
Massachusetts
$24.5M 345,292 +341,396 +8,763%
Point72 Asset Management
83
Point72 Asset Management
Connecticut
$24.4M 343,429 -55,371 -14%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$24.3M 341,445 +47,919 +16%
CAM
85
Cresset Asset Management
Illinois
$23.5M 331,047 +5,062 +2%
PC
86
PhiloSmith Capital
Connecticut
$23.1M 325,450 – –
1832 Asset Management
87
1832 Asset Management
Ontario, Canada
$22.9M 322,209 +1,757 +0.5%
FWCM
88
Ferguson Wellman Capital Management
Oregon
$22.5M 316,788 +13,941 +5%
Fidelity International
89
Fidelity International
Bermuda
$22.4M 315,142 -108,647 -26%
PCM
90
Prana Capital Management
Connecticut
$21.9M 308,054 -129,487 -30%
Mitsubishi UFJ Asset Management
91
Mitsubishi UFJ Asset Management
Japan
$21.4M 308,664 -14,319 -4%
Ameriprise
92
Ameriprise
Minnesota
$20.9M 293,767 -301,630 -51%
PP
93
Prospector Partners
Connecticut
$20.7M 290,777 +940 +0.3%
AllianceBernstein
94
AllianceBernstein
Tennessee
$20.1M 283,144 +777 +0.3%
BBHC
95
Brown Brothers Harriman & Co
New York
$20.1M 282,727 +74,448 +36%
Teacher Retirement System of Texas
96
Teacher Retirement System of Texas
Texas
$19.9M 280,400 +125,990 +82%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$18.5M 260,577 +48 +0%
SWP
98
Summit Wealth Partners
Florida
$18.3M 256,850 – –
Corient Private Wealth
99
Corient Private Wealth
Florida
$18.2M 255,653 +15,976 +7%
SEI Investments
100
SEI Investments
Pennsylvania
$17.4M 245,019 +53,632 +28%
2 3
4
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