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Brown & Brown
BRO

Overview Fund Activity

511 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 172 increasing their positions, 161 reducing their positions, and 31 closing their positions.

Holders
511
Holders Change
+46
Holders Change %
+9.89%
% of All Funds
8.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
83
Increased
172
Reduced
161
Closed
31
Calls
$1.68M
Puts
$6.94M
Net Calls
-$5.26M
Net Calls Change
-$4.21M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.55B
2
State Street
2
State Street
Massachusetts
$663M
3
Select Equity Group
3
Select Equity Group
New York
$997M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$247M
5
Invesco
5
Invesco
Georgia
$118M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.08B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$445M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$95.5M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$406M
5
Retirement Systems of Alabama
5
Retirement Systems of Alabama
Alabama
$4.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
101
Lazard Asset Management
New York
$9.75M 175,898 -29,241 -14%
NC
102
Nicholas Company
Wisconsin
$9.55M 172,145 +10 +0%
Wellington Management Group
103
Wellington Management Group
Massachusetts
$9.32M 167,990 -5,682 -3%
LAM
104
Lountzis Asset Management
Pennsylvania
$8.37M 150,916 -14,750 -9%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.35M 150,543 -2,651 -2%
BHTS
106
Bar Harbor Trust Services
Maine
$8.27M 149,071 -2,466 -2%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$8.17M 147,276 +10,686 +8%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$8.12M 146,427 +6,602 +5%
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$7.99M 144,013 +144,013 New
Natixis Advisors
110
Natixis Advisors
Massachusetts
$7.89M 142,266 +28,554 +25%
IP
111
Interval Partners
New York
$7.6M 137,012 +137,012 New
SSA
112
Schonfeld Strategic Advisors
New York
$7.52M 135,600 -462,582 -77%
VRS
113
Virginia Retirement Systems
Virginia
$7.44M 134,100 -500 -0.4%
FAF
114
Fjarde Ap-fonden
Sweden
$7.06M 127,400 -3,800 -3%
CIBC Asset Management
115
CIBC Asset Management
Ontario, Canada
$6.69M 120,642 -37,528 -24%
MCM
116
Mattern Capital Management
Colorado
$6.62M 119,356 +1,022 +0.9%
BA
117
Bridgewater Associates
Connecticut
$6.47M 116,641 -174 -0.1%
TBA
118
Tower Bridge Advisors
Pennsylvania
$6.36M 114,753 +1,200 +1%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$6.34M 114,355 -3,372 -3%
Korea Investment Corp
120
Korea Investment Corp
South Korea
$6.32M 113,900 +54,600 +92%
Rafferty Asset Management
121
Rafferty Asset Management
New York
$6.24M 112,586 -20,192 -15%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$6.2M 110,705 +8,368 +8%
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$6.11M 110,250 -10,448 -9%
GIA
124
Gateway Investment Advisers
Ohio
$6.07M 109,375 +914 +0.8%
MGWM
125
Marks Group Wealth Management
Minnesota
$6M 108,233 -1,060 -1%
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5
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