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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 %
VIM
101
Vancity Investment Management
British Columbia, Canada
$12.1M +$2.12M +37,295 +21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
102
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.7M +$6.24M +109,541 +115%
Russell Investments Group
103
Russell Investments Group
United Kingdom
$11.4M -$3.21M -56,169 -22%
Aviva
104
Aviva
United Kingdom
$11.1M +$6.43M +112,913 +137%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$11.1M -$792K -13,908 -7%
BCIM
106
British Columbia Investment Management
British Columbia, Canada
$10.9M -$136K -2,387 -1%
Janus Henderson Group
107
Janus Henderson Group
United Kingdom
$9.93M +$6.67M +117,008 +204%
MFAM
108
Motley Fool Asset Management
Virginia
$9.64M -$412K -7,230 -4%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$9.42M +$1.63M +28,551 +21%
STCG
110
Speece Thorson Capital Group
Minnesota
$9.08M +$4.7M +82,531 +107%
BHWM
111
Bar Harbor Wealth Management
New Hampshire
$9.06M +$405K +7,105 +5%
ACH
112
ArrowMark Colorado Holdings
Colorado
$8.74M +$4.71M +82,606 +117%
Neuberger Berman Group
113
Neuberger Berman Group
New York
$8.48M -$1.41M -24,781 -14%
LAM
114
Lountzis Asset Management
Pennsylvania
$8.32M -$311K -5,256 -4%
VF
115
Vest Financial
Virginia
$8.25M -$92.9K -1,631 -1%
Lazard Asset Management
116
Lazard Asset Management
New York
$8.09M +$350K +6,140 +5%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$7.82M -$1.05M -18,429 -12%
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$7.76M +$548K +9,619 +8%
AAF
119
Andra AP-fonden
Sweden
$7.74M -$1.02M -17,900 -12%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$7.73M -$453K -7,945 -6%
Schroder Investment Management Group
121
Schroder Investment Management Group
United Kingdom
$7.7M -$4.23M -74,225 -35%
YCM
122
Yousif Capital Management
Michigan
$7.65M -$30.9K -543 -0.4%
VRS
123
Virginia Retirement Systems
Virginia
$7.64M – – –
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$7.58M -$338K -5,930 -4%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.51M -$361K -6,332 -5%
3 4
5
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