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Brown & Brown
BRO

Overview Fund Activity

562 hedge funds and large institutions have $11.6B invested in Brown & Brown in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-5
Holders Change %
-0.88%
% of All Funds
8.99%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
53
Increased
240
Reduced
177
Closed
48
Calls
$3M
Puts
$2.17M
Net Calls
+$827K
Net Calls Change
-$1.52M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
$42.1M
2
Principal Financial Group
Principal Financial Group
Iowa
$675M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$23.3M
4
BC
Brookfield Corp
Ontario, Canada
$22M
5
ProShare Advisors
ProShare Advisors
Maryland
$171M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Select Equity Group
Select Equity Group
New York
$948M
3
ZP
Zimmer Partners
New York
$0
4
CIC
Chilton Investment Company
Connecticut
$8.79M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
101
TD Asset Management
Ontario, Canada
$12.5M +$58.4K +1,017 +0.5%
Toronto Dominion Bank
102
Toronto Dominion Bank
Ontario, Canada
$11.8M +$4.61M +80,398 +64%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$11.8M +$2.31M +40,275 +24%
WorldQuant Millennium Advisors
104
WorldQuant Millennium Advisors
New York
$11.6M +$8.47M +147,597 +275%
STCG
105
Speece Thorson Capital Group
Minnesota
$11.2M +$2.05M +35,653 +22%
Two Sigma Investments
106
Two Sigma Investments
New York
$11M +$10.8M +187,325 +3,738%
DekaBank Deutsche Girozentrale
107
DekaBank Deutsche Girozentrale
Germany
$10.7M -$1.36M -24,049 -11%
Corient Private Wealth
108
Corient Private Wealth
Florida
$10.5M +$9.96M +173,485 +1,841%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$10.4M -$752K -13,093 -7%
VF
110
Vest Financial
Virginia
$9.9M +$1.58M +27,589 +19%
AQR Capital Management
111
AQR Capital Management
Connecticut
$9.84M +$3.87M +67,645 +65%
BCIM
112
British Columbia Investment Management
British Columbia, Canada
$9.5M -$1.53M -26,688 -14%
MFAM
113
Motley Fool Asset Management
Virginia
$9.33M -$387K -6,748 -4%
BHWM
114
Bar Harbor Wealth Management
New Hampshire
$9.27M +$137K +2,385 +1%
IIM
115
INTECH Investment Management
Florida
$9.1M -$5.41M -94,165 -37%
Tudor Investment Corp
116
Tudor Investment Corp
Connecticut
$8.91M -$3.96M -69,014 -31%
CI
117
Cooper Investors
Australia
$8.81M +$8.81M +153,381 New
ACH
118
ArrowMark Colorado Holdings
Colorado
$8.8M -$1.03K -18 -0%
CIC
119
Chilton Investment Company
Connecticut
$8.79M -$18.5M -322,022 -68%
TBA
120
Tower Bridge Advisors
Pennsylvania
$8.42M +$1.47M +25,585 +21%
YCM
121
Yousif Capital Management
Michigan
$8.3M +$588K +10,241 +8%
Lazard Asset Management
122
Lazard Asset Management
New York
$8.13M -$28.5K -496 -0.3%
LAM
123
Lountzis Asset Management
Pennsylvania
$8.02M -$54.4K -948 -0.7%
ECM
124
ExodusPoint Capital Management
New York
$7.86M +$5.93M +103,353 +308%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$7.84M +$51K +888 +0.7%
3 4
5
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