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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 %
VA
126
Vident Advisory
Georgia
$10.1M 144,856 +144,856 New
WT
127
Whittier Trust
California
$10.1M 144,747 +4,034 +3%
TBA
128
Tower Bridge Advisors
Pennsylvania
$10.1M 144,634 -123 -0.1%
YCM
129
Yousif Capital Management
Michigan
$9.83M 140,817 -1,847 -1%
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$9.66M 138,282 -609 -0.4%
STCG
131
Speece Thorson Capital Group
Minnesota
$9.65M 138,141 -54,749 -28%
JF
132
Jump Financial
Illinois
$9.41M 134,675 +29,475 +28%
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$9.33M 133,635 – –
Chevy Chase Trust
134
Chevy Chase Trust
Maryland
$9.24M 132,318 -3,117 -2%
Canada Life
135
Canada Life
Manitoba, Canada
$9.21M 131,828 -4,900 -4%
BTW
136
Boston Trust Walden
Massachusetts
$9.13M 130,793 -340 -0.3%
LAM
137
Lountzis Asset Management
Pennsylvania
$9.1M 130,277 – –
MCM
138
Mattern Capital Management
Colorado
$9.07M 129,820 +5,564 +4%
SAM
139
Shell Asset Management
Netherlands
$8.91M 127,547 +125,663 +6,670%
GAM
140
Gotham Asset Management
New York
$8.85M 126,706 +871 +0.7%
IIM
141
INTECH Investment Management
Florida
$8.66M 124,038 -17,659 -12%
BCIM
142
British Columbia Investment Management
British Columbia, Canada
$8.64M 123,782 – –
UB
143
UMB Bank
Missouri
$8.61M 123,337 -45 -0%
BA
144
BCM Advisors
Louisiana
$8.45M 118,045 -855 -0.7%
Pictet Asset Management
145
Pictet Asset Management
Switzerland
$8.35M 119,597 +119,597 New
Osaic Holdings
146
Osaic Holdings
Arizona
$8.23M 117,835 +2,939 +3%
Natixis Advisors
147
Natixis Advisors
Massachusetts
$8.22M 117,719 -4,079 -3%
MSV
148
MN Services Vermogensbeheer
Netherlands
$8.04M 115,100 – –
Comerica Bank
149
Comerica Bank
Texas
$7.86M 112,530 -363,971 -76%
ROC
150
Running Oak Capital
Minnesota
$7.79M 111,582 -1,728 -2%
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