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Brown & Brown
BRO

Overview Fund Activity

598 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 227 increasing their positions, 197 reducing their positions, and 40 closing their positions.

Holders
598
Holders Change
+36
Holders Change %
+6.41%
% of All Funds
9.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
77
Increased
227
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$200M
2
Capital World Investors
2
Capital World Investors
California
$64.7M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$63M
4
Barclays
4
Barclays
United Kingdom
$62.1M
5
CS
5
Credit Suisse
Switzerland
$63.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$26.3M
2
Select Equity Group
2
Select Equity Group
New York
$1.08B
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$288M
4
Millennium Management
4
Millennium Management
New York
$71.4M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$359K
Name Market Value Shares Shares
Change 		Shares
Change %
BC
101
Brookfield Corp
Ontario, Canada
$14.3M 208,206 -174,561 -46%
Diamond Hill Capital Management
102
Diamond Hill Capital Management
Ohio
$14.3M 207,079 -14,856 -7%
KCM
103
Kennedy Capital Management
Missouri
$14M 203,577 +88,918 +78%
VF
104
Vest Financial
Virginia
$13.3M 195,734 +23,259 +13%
STCG
105
Speece Thorson Capital Group
Minnesota
$13.3M 192,890 -2,073 -1%
Mitsubishi UFJ Trust & Banking
106
Mitsubishi UFJ Trust & Banking
Japan
$13.1M 190,190 -58,153 -23%
Prudential Financial
107
Prudential Financial
New Jersey
$13.1M 208,817 -55,511 -21%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$12.9M 187,374 -70,464 -27%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$12.7M 184,648 +3,499 +2%
Aviva
110
Aviva
United Kingdom
$12.4M 179,523 -192,418 -52%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.1M 175,760 +42,465 +32%
KBC Group
112
KBC Group
Belgium
$12.1M 175,259 +63,916 +57%
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$11.7M 170,190 +97,930 +136%
BHWM
114
Bar Harbor Wealth Management
New Hampshire
$11.1M 161,374 -127 -0.1%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$11.1M 161,288 +39,343 +32%
BBHC
116
Brown Brothers Harriman & Co
New York
$10.9M 158,098 +64,442 +69%
MFAM
117
Motley Fool Asset Management
Virginia
$10.8M 156,181 -6,253 -4%
LPL Financial
118
LPL Financial
California
$10.4M 151,597 +45,514 +43%
Lazard Asset Management
119
Lazard Asset Management
New York
$10.3M 149,571 +8,051 +6%
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$10.1M 146,132 +18,805 +15%
TBA
121
Tower Bridge Advisors
Pennsylvania
$9.97M 144,757 -1,831 -1%
YCM
122
Yousif Capital Management
Michigan
$9.82M 142,664 -1,941 -1%
IIM
123
INTECH Investment Management
Florida
$9.75M 141,697 -16,809 -11%
WT
124
Whittier Trust
California
$9.69M 140,713 +51,450 +58%
State of Wisconsin Investment Board
125
State of Wisconsin Investment Board
Wisconsin
$9.6M 139,440 +4,125 +3%
3 4
5
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