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Brown & Brown
BRO

Overview Fund Activity

561 hedge funds and large institutions have $12.1B invested in Brown & Brown in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 207 increasing their positions, 218 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-8
Holders Change %
-1.41%
% of All Funds
9.7%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
49
Increased
207
Reduced
218
Closed
48
Calls
$1.46M
Puts
$326K
Net Calls
+$1.14M
Net Calls Change
+$3.16M

Top Buyers

1
LIP
Liontrust Investment Partners
United Kingdom
$93.8M
2
JCM
Junto Capital Management
New York
$58.7M
3
Morgan Stanley
Morgan Stanley
New York
$200M
4
Principal Financial Group
Principal Financial Group
Iowa
$613M
5
Millennium Management
Millennium Management
New York
$49.6M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$287M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$285M
3
Charles Schwab
Charles Schwab
California
$70M
4
BTW
Boston Trust Walden
Massachusetts
$5.26M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.36M +$84.3K +1,394 +1%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$8.27M +$739K +12,223 +10%
Lazard Asset Management
128
Lazard Asset Management
New York
$8.22M -$1.28M -21,124 -13%
FAF
129
Fjarde Ap-fonden
Sweden
$8.21M – – –
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$8.18M -$218K -3,606 -3%
YCM
131
Yousif Capital Management
Michigan
$8.16M +$361K +5,964 +5%
VRS
132
Virginia Retirement Systems
Virginia
$8.11M +$8.11M +134,100 New
PCM
133
Prana Capital Management
Connecticut
$7.9M -$3.79M -62,661 -32%
Canada Life
134
Canada Life
Manitoba, Canada
$7.85M +$1.07M +17,648 +16%
UB
135
UMB Bank
Missouri
$7.68M -$862K -14,252 -10%
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$7.65M -$280K -4,634 -4%
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$7.15M -$806K -13,325 -10%
TBA
138
Tower Bridge Advisors
Pennsylvania
$7.1M +$30.2K +500 +0.4%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$6.8M -$1.85M -30,542 -21%
MCM
140
Mattern Capital Management
Colorado
$6.65M -$164K -2,704 -2%
MGWM
141
Marks Group Wealth Management
Minnesota
$6.53M +$110K +1,819 +2%
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$6.34M -$574K -9,490 -8%
Osaic Holdings
143
Osaic Holdings
Arizona
$6.31M -$696K -11,506 -10%
SAA
144
Southeast Asset Advisors
Georgia
$6.26M -$193K -3,195 -3%
FNBOO
145
First National Bank of Omaha
Nebraska
$6.26M -$136K -2,241 -2%
LPL Financial
146
LPL Financial
California
$6.21M +$634K +10,490 +11%
Squarepoint
147
Squarepoint
New York
$6.18M -$1.63M -26,913 -21%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$6.13M -$111K -1,840 -2%
SCM
149
Spring Capital Management
Texas
$6.1M -$21.6K -357 -0.4%
VIA
150
Vident Investment Advisory
Georgia
$6.09M +$932K +15,483 +18%
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