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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
+$30.3M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$23M
4
BC
Brookfield Corp
Ontario, Canada
+$22M
5
ProShare Advisors
ProShare Advisors
Maryland
+$20.2M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.5M
2
Select Equity Group
Select Equity Group
New York
-$42.7M
3
ZP
Zimmer Partners
New York
-$28.5M
4
CIC
Chilton Investment Company
Connecticut
-$18.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ROC
151
Running Oak Capital
Minnesota
$6.03M -$20.8K -362 -0.3%
SCM
152
Spring Capital Management
Texas
$5.9M -$13.8K -240 -0.2%
Russell Investments Group
153
Russell Investments Group
United Kingdom
$5.87M -$5.52M -96,236 -48%
VDI
154
Vaughan David Investments
Illinois
$5.74M – – –
PAMS
155
Pictet Asset Management (Switzerland)
Switzerland
$5.62M +$169K +2,939 +3%
Canada Pension Plan Investment Board
156
Canada Pension Plan Investment Board
Ontario, Canada
$5.59M +$28.1K +490 +0.5%
WCM Investment Management
157
WCM Investment Management
California
$5.57M +$37.6K +655 +0.7%
FAF
158
Fjarde Ap-fonden
Sweden
$5.56M -$163K -2,831 -3%
Asset Management One
159
Asset Management One
Japan
$5.48M -$63.1K -1,099 -1%
BBHC
160
Brown Brothers Harriman & Co
New York
$5.38M +$4.3M +74,872 +399%
AAF
161
Andra AP-fonden
Sweden
$5.28M -$2.52M -43,900 -32%
WT
162
Whittier Trust
California
$5.13M -$102K -1,783 -2%
Franklin Resources
163
Franklin Resources
California
$5.1M -$428K -7,457 -8%
Korea Investment Corp
164
Korea Investment Corp
South Korea
$4.88M +$410K +7,149 +9%
SAA
165
Southeast Asset Advisors
Georgia
$4.81M -$196K -3,418 -4%
HBCM
166
Heron Bay Capital Management
Michigan
$4.74M +$4.01M +69,782 +550%
BA
167
BCM Advisors
Louisiana
$4.66M -$56K -850 -1%
Rafferty Asset Management
168
Rafferty Asset Management
New York
$4.55M -$652K -11,355 -13%
AB
169
Amalgamated Bank
New York
$4.39M -$305K -5,304 -6%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$4.28M +$113K +1,969 +3%
Connor, Clark & Lunn Investment Management (CC&L)
171
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.26M -$8.37M -145,837 -66%
Ensign Peak Advisors
172
Ensign Peak Advisors
Utah
$4.15M +$256K +4,450 +7%
ASRS
173
Arizona State Retirement System
Arizona
$4.02M +$117K +2,032 +3%
Retirement Systems of Alabama
174
Retirement Systems of Alabama
Alabama
$3.99M -$335K -5,834 -8%
PNC
175
Park National Corp
Ohio
$3.96M -$28.7K -500 -0.7%
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