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Brown & Brown
BRO

Overview Fund Activity

620 hedge funds and large institutions have $14.1B invested in Brown & Brown in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 216 increasing their positions, 220 reducing their positions, and 41 closing their positions.

Holders
620
Holders Change
+22
Holders Change %
+3.68%
% of All Funds
9.89%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
68
Increased
216
Reduced
220
Closed
41
Calls
$12.5M
Puts
$5.58M
Net Calls
+$6.87M
Net Calls Change
+$995K

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$56.6M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$43.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$71.4M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$27.9M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$27.8M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$1.03B
2
Morgan Stanley
2
Morgan Stanley
New York
$652M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$364M
4
CVA
4
Ceredex Value Advisors
Florida
$0
5
BlackRock
5
BlackRock
New York
$1.12B
Name Market Value Shares Shares
Change 		Shares
Change %
Federated Hermes
101
Federated Hermes
Pennsylvania
$15.7M 225,142 -63,299 -22%
TD Asset Management
102
TD Asset Management
Ontario, Canada
$14.9M 213,856 +306 +0.1%
BBHC
103
Brown Brothers Harriman & Co
New York
$14.5M 208,279 +50,181 +32%
Prudential Financial
104
Prudential Financial
New Jersey
$14.5M 207,576 -1,241 -0.6%
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$14.4M 207,706 +157,816 +316%
KCM
106
Kennedy Capital Management
Missouri
$14.4M 205,911 +2,334 +1%
Diamond Hill Capital Management
107
Diamond Hill Capital Management
Ohio
$14.4M 205,710 -1,369 -0.7%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$14.3M 204,554 -3,861 -2%
Aviva
109
Aviva
United Kingdom
$13.5M 193,184 +13,661 +8%
SEI Investments
110
SEI Investments
Pennsylvania
$13.4M 191,387 -42,468 -18%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$13M 186,456 +1,808 +1%
Voloridge Investment Management
112
Voloridge Investment Management
Florida
$12.7M 181,816 +163,207 +877%
Mitsubishi UFJ Trust & Banking
113
Mitsubishi UFJ Trust & Banking
Japan
$12.6M 180,256 -9,934 -5%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$12.2M 174,510 -54,813 -24%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$11.9M 170,213 -17,161 -9%
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$11.5M 165,325 +25,885 +19%
Jacobs Levy Equity Management
117
Jacobs Levy Equity Management
New Jersey
$11.5M 164,452 -77,482 -32%
LPL Financial
118
LPL Financial
California
$11.4M 163,749 +12,152 +8%
BHWM
119
Bar Harbor Wealth Management
New Hampshire
$11.4M 163,325 +1,951 +1%
SSA
120
Schonfeld Strategic Advisors
New York
$11.2M 161,044 +41,699 +35%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.1M 158,680 -17,080 -10%
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$10.8M 154,410 +46,284 +43%
MFAM
123
Motley Fool Asset Management
Virginia
$10.6M 151,852 -4,329 -3%
CI
124
Cooper Investors
Australia
$10.6M 153,381 +153,381 New
Allianz Asset Management
125
Allianz Asset Management
Germany
$10.3M 147,703 +101,039 +217%
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5
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