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Brown & Brown
BRO

Overview Fund Activity

569 hedge funds and large institutions have $11.8B invested in Brown & Brown in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 225 increasing their positions, 176 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
-4
Holders Change %
-0.7%
% of All Funds
9.62%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
84
Increased
225
Reduced
176
Closed
74
Calls
$4.87M
Puts
$6.89M
Net Calls
-$2.02M
Net Calls Change
+$9.13M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$174M
2
Citadel Advisors
2
Citadel Advisors
Florida
$67.3M
3
CAM
3
Close Asset Management
United Kingdom
$59.6M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$60.2M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$559M

Top Sellers

1
BlackRock
1
BlackRock
New York
$953M
2
APG Asset Management
2
APG Asset Management
Netherlands
$155M
3
Invesco
3
Invesco
Georgia
$116M
4
State Street
4
State Street
Massachusetts
$641M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aviva
176
Aviva
United Kingdom
$3.83M -$3.91M -66,942 -50%
BA
177
Bridgewater Associates
Connecticut
$3.83M -$257K -4,411 -6%
QT
178
Quantbot Technologies
New York
$3.82M +$2.43M +41,601 +174%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$3.78M +$49.2K +844 +1%
MIM
180
MetLife Investment Management
New Jersey
$3.73M -$29.8K -511 -0.8%
SOMRS
181
State of Michigan Retirement System
Michigan
$3.69M +$239K +4,100 +7%
AWM
182
AE Wealth Management
Kansas
$3.55M +$11.3K +194 +0.3%
TC
183
TAP Consulting
Missouri
$3.43M +$453K +7,765 +15%
LIM
184
Leavell Investment Management
Alabama
$3.34M – – –
SPIA
185
Steward Partners Investment Advisory
New York
$3.34M +$945K +16,204 +40%
DCM
186
Dupont Capital Management
Delaware
$3.3M +$10.3K +177 +0.3%
Aberdeen Group
187
Aberdeen Group
United Kingdom
$3.27M -$124K -2,119 -4%
CSS
188
Cubist Systematic Strategies
Connecticut
$3.18M +$142K +2,431 +5%
CWM
189
CIBC World Markets
New York
$3.08M -$132K -2,256 -4%
GLA
190
Great Lakes Advisors
Illinois
$2.91M +$18.3K +314 +0.6%
TPM
191
Triasima Portfolio Management
Quebec, Canada
$2.82M -$1.92M -32,955 -41%
ESCM
192
Echo Street Capital Management
New York
$2.81M +$2.06M +35,282 +275%
Twin Tree Management
193
Twin Tree Management
Texas
$2.78M +$2.78M +47,594 New
Commonwealth Equity Services
194
Commonwealth Equity Services
Massachusetts
$2.76M +$77.2K +1,323 +3%
IAA
195
Independent Advisor Alliance
North Carolina
$2.76M +$339K +5,808 +14%
DWA
196
Dorsey Wright & Associates
California
$2.76M -$1.77M -30,372 -39%
MOACM
197
Mutual of America Capital Management
New York
$2.67M +$213K +3,643 +9%
AIM
198
Achmea Investment Management
Netherlands
$2.64M – – –
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
$2.62M -$2.65M -45,345 -50%
IIC
200
Ironwood Investment Counsel
Arizona
$2.6M – – –
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