We are live on ! Find out more
BRO icon

Brown & Brown

321 hedge funds and large institutions have $5.96B invested in Brown & Brown in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 117 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $5.48B → $5.96B (+$481M)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

0% more funds holding

Funds holding: 320321 (+1)

0.22% more ownership

Funds ownership: 71.57%71.79% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

14% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 117

Holders
321
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.95%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
37
Increased
101
Reduced
117
Closed
34
Calls
$5.04M
Puts
Net Calls
+$5.04M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
101
Bessemer Group
New Jersey
$3.54M -$1.7M -59,619 -33%
Treasurer of the State of North Carolina
102
Treasurer of the State of North Carolina
North Carolina
$3.45M +$25.6K +898 +0.8%
Robeco Institutional Asset Management
103
Robeco Institutional Asset Management
Netherlands
$3.41M
TPCM
104
Three Peaks Capital Management
Colorado
$3.32M +$630K +22,078 +24%
IIC
105
Ironwood Investment Counsel
Arizona
$3.17M +$61.5K +2,152 +3%
UH
106
Unigestion Holding
Switzerland
$3.08M +$251K +8,790 +9%
NEI
107
Northwest & Ethical Investments
Ontario, Canada
$3.04M
OTPPB
108
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.03M
AIP
109
Ameritas Investment Partners
Nebraska
$2.95M -$36.3K -1,271 -1%
CSS
110
Cubist Systematic Strategies
Connecticut
$2.9M +$603K +21,132 +27%
CM
111
Castleark Management
Illinois
$2.87M -$369K -12,920 -12%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$2.86M
OPERF
113
Oregon Public Employees Retirement Fund
Oregon
$2.77M +$92.6K +3,242 +4%
SEI Investments
114
SEI Investments
Pennsylvania
$2.76M -$608K -21,285 -18%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.74M -$111K -3,881 -4%
UBS Group
116
UBS Group
Switzerland
$2.72M +$945K +33,099 +56%
CIC
117
Crawford Investment Counsel
Georgia
$2.72M +$257K +9,000 +11%
Royal London Asset Management
118
Royal London Asset Management
United Kingdom
$2.7M -$194K -6,779 -7%
BCM
119
BlueCrest Capital Management
Jersey
$2.67M +$2.58M +90,483 New
Aviva
120
Aviva
United Kingdom
$2.58M -$7K -245 -0.3%
LP
121
LMR Partners
United Kingdom
$2.56M +$2.48M +86,756 New
Canada Pension Plan Investment Board
122
Canada Pension Plan Investment Board
Ontario, Canada
$2.5M +$1.44M +50,320 +147%
AG
123
Aperio Group
California
$2.47M +$537K +18,818 +29%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$2.45M +$66.8K +2,338 +3%
SOMRS
125
State of Michigan Retirement System
Michigan
$2.44M -$22.8K -800 -1%

BRO Hedge Fund Activity: Q1 2019 in Review

321 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q1 2019, worth a combined $5.96B — up 8.8% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BRO positions and 34 closed out — a net gain of 3 holders — while 101 added to existing stakes and 117 trimmed.

The largest buyer was NN Investment Partners Holdings, opening a new position worth an estimated $117M. The largest seller was Victory Capital Management, cutting an estimated $42.1M.

  • 321 institutional investors held Brown & Brown (BRO) as of Q1 2019, up from 320 in Q4 2018.
  • Funds reported $5.96B of Brown & Brown stock for Q1 2019, up 8.8% quarter-over-quarter.
  • 37 funds opened new Brown & Brown positions in Q1 2019 and 34 closed out, a net change of +3 holders.
  • The largest Brown & Brown buyer in Q1 2019 was NN Investment Partners Holdings, an estimated $117M added.
  • The largest Brown & Brown seller in Q1 2019 was Victory Capital Management, an estimated $42.1M sold.

Based on aggregated 13F filings for Q1 2019.