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Brown & Brown
BRO

Overview Fund Activity

561 hedge funds and large institutions have $12.1B invested in Brown & Brown in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 207 increasing their positions, 218 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-8
Holders Change %
-1.41%
% of All Funds
9.7%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
49
Increased
207
Reduced
218
Closed
48
Calls
$1.46M
Puts
$326K
Net Calls
+$1.14M
Net Calls Change
+$3.16M

Top Buyers

1
LIP
Liontrust Investment Partners
United Kingdom
$93.8M
2
JCM
Junto Capital Management
New York
$58.7M
3
Morgan Stanley
Morgan Stanley
New York
$200M
4
Principal Financial Group
Principal Financial Group
Iowa
$613M
5
Millennium Management
Millennium Management
New York
$49.6M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$287M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$285M
3
Charles Schwab
Charles Schwab
California
$70M
4
BTW
Boston Trust Walden
Massachusetts
$5.26M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC
176
Park National Corp
Ohio
$4.26M -$22.3K -368 -0.5%
ASRS
177
Arizona State Retirement System
Arizona
$3.98M -$64.8K -1,072 -2%
BA
178
Bridgewater Associates
Connecticut
$3.98M +$12.8K +211 +0.3%
AIG
179
American International Group
New York
$3.97M -$92.8K -1,535 -2%
Ensign Peak Advisors
180
Ensign Peak Advisors
Utah
$3.94M +$1.34M +22,080 +51%
State of Tennessee, Department of Treasury
181
State of Tennessee, Department of Treasury
Tennessee
$3.93M +$1.64M +27,063 +72%
SOMRS
182
State of Michigan Retirement System
Michigan
$3.84M +$12.1K +200 +0.3%
MIM
183
MetLife Investment Management
New Jersey
$3.81M -$53.3K -881 -1%
TC
184
TAP Consulting
Missouri
$3.68M +$120K +1,985 +3%
AWM
185
AE Wealth Management
Kansas
$3.66M -$15.8K -262 -0.4%
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$3.53M +$669K +11,055 +23%
BA
187
BCM Advisors
Louisiana
$3.5M -$946K -16,128 -21%
Janus Henderson Group
188
Janus Henderson Group
United Kingdom
$3.46M +$1.72M +28,427 +99%
LIM
189
Leavell Investment Management
Alabama
$3.46M – – –
Aberdeen Group
190
Aberdeen Group
United Kingdom
$3.43M +$40.3K +667 +1%
OQS
191
Occudo Quantitative Strategies
Florida
$3.31M +$1.77M +29,193 +115%
WorldQuant Millennium Advisors
192
WorldQuant Millennium Advisors
New York
$3.25M +$3.25M +53,697 New
SPIA
193
Steward Partners Investment Advisory
New York
$3.11M -$347K -5,736 -10%
DCM
194
Dupont Capital Management
Delaware
$3.08M -$338K -5,586 -10%
CM
195
Crestline Management
Texas
$3.02M -$1.51M -25,000 -33%
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$3.02M +$1.89M +31,198 +167%
BNP Paribas Asset Management
197
BNP Paribas Asset Management
France
$3.01M +$3.01M +49,800 New
GLA
198
Great Lakes Advisors
Illinois
$3M -$8.89K -147 -0.3%
IAA
199
Independent Advisor Alliance
North Carolina
$2.98M +$119K +1,974 +4%
Allianz Asset Management
200
Allianz Asset Management
Germany
$2.87M +$218K +3,608 +8%
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