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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 %
MGWM
151
Marks Group Wealth Management
Minnesota
$7.77M 111,315 -1,408 -1%
HBCM
152
Heron Bay Capital Management
Michigan
$7.71M 110,385 +14,768 +15%
Ensign Peak Advisors
153
Ensign Peak Advisors
Utah
$7.67M 109,854 -60,336 -35%
D.E. Shaw & Co
154
D.E. Shaw & Co
New York
$7.51M 107,533 -38,599 -26%
Neuberger Berman Group
155
Neuberger Berman Group
New York
$7.49M 107,177 +1,172 +1%
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$7.48M 107,114 +400 +0.4%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$7.35M 105,268 +3,649 +4%
ACH
158
ArrowMark Colorado Holdings
Colorado
$7.21M 103,275 -16,933 -14%
VDI
159
Vaughan David Investments
Illinois
$6.98M 100,000 – –
FNBOO
160
First National Bank of Omaha
Nebraska
$6.95M 99,509 -33,411 -25%
SCM
161
Spring Capital Management
Texas
$6.92M 99,080 -932 -0.9%
Asset Management One
162
Asset Management One
Japan
$6.84M 97,918 +3,184 +3%
Truist Financial
163
Truist Financial
North Carolina
$6.7M 95,981 +3,993 +4%
FAF
164
Fjarde Ap-fonden
Sweden
$6.68M 95,643 -7,000 -7%
WCM Investment Management
165
WCM Investment Management
California
$6.65M 95,231 +31 +0%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$6.58M 94,168 +23,343 +33%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
167
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.56M 94,000 +94,000 New
Qube Research & Technologies (QRT)
168
Qube Research & Technologies (QRT)
United Kingdom
$6.4M 91,682 +91,682 New
Jane Street
169
Jane Street
New York
$6.18M 88,519 +37,688 +74%
QT
170
Quantbot Technologies
New York
$6.12M 87,688 +50,388 +135%
Lazard Asset Management
171
Lazard Asset Management
New York
$5.85M 83,752 -65,819 -44%
SAA
172
Southeast Asset Advisors
Georgia
$5.77M 82,610 -608 -0.7%
Citadel Advisors
173
Citadel Advisors
Florida
$5.74M 82,239 -20,053 -20%
Rafferty Asset Management
174
Rafferty Asset Management
New York
$5.52M 78,989 +3,463 +5%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$5.46M 78,199 +13,223 +20%
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