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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 %
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$7.77M +$127K +2,213 +2%
FNBOO
127
First National Bank of Omaha
Nebraska
$7.72M +$604K +10,527 +8%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$7.67M -$145K -2,520 -2%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.65M +$81.3K +1,416 +1%
VIA
130
Vident Investment Advisory
Georgia
$7.37M +$1.53M +26,667 +26%
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$7.31M +$3.67M +63,881 +101%
Schroder Investment Management Group
132
Schroder Investment Management Group
United Kingdom
$7.13M -$635K -11,057 -8%
UB
133
UMB Bank
Missouri
$7.08M -$2.58K -45 -0%
JF
134
Jump Financial
Illinois
$7.06M +$5.32M +92,587 +305%
BTW
135
Boston Trust Walden
Massachusetts
$7.05M +$1.33M +23,240 +23%
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$7M +$122K +2,119 +2%
MCM
137
Mattern Capital Management
Colorado
$6.97M +$247K +4,299 +4%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$6.84M +$1.78M +30,965 +35%
Neuberger Berman Group
139
Neuberger Berman Group
New York
$6.71M -$1.84M -32,005 -22%
GAM
140
Gotham Asset Management
New York
$6.68M +$3.49M +60,751 +109%
KCM
141
Kennedy Capital Management
Missouri
$6.58M +$1.37M +23,849 +26%
Natixis Advisors
142
Natixis Advisors
Massachusetts
$6.48M +$2.03M +35,326 +46%
MGWM
143
Marks Group Wealth Management
Minnesota
$6.42M +$132K +2,304 +2%
KBC Group
144
KBC Group
Belgium
$6.39M -$310K -5,406 -5%
Holocene Advisors
145
Holocene Advisors
New York
$6.36M +$6.36M +110,697 New
Voloridge Investment Management
146
Voloridge Investment Management
Florida
$6.27M +$1.23M +21,497 +24%
Canada Life
147
Canada Life
Manitoba, Canada
$6.23M -$282K -4,901 -4%
Osaic Holdings
148
Osaic Holdings
Arizona
$6.18M +$859K +14,816 +16%
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$6.12M +$229K +3,980 +4%
LPL Financial
150
LPL Financial
California
$6.09M +$1.99M +34,636 +48%
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