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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 %
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$3.88M -$160K -2,795 -4%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$3.82M -$81.5K -1,420 -2%
AWM
178
AE Wealth Management
Kansas
$3.78M +$138K +2,410 +4%
SOMRS
179
State of Michigan Retirement System
Michigan
$3.71M +$40.2K +700 +1%
AIG
180
American International Group
New York
$3.69M +$12.2K +213 +0.3%
Allianz Asset Management
181
Allianz Asset Management
Germany
$3.67M +$300K +5,217 +9%
MIM
182
MetLife Investment Management
New Jersey
$3.53M -$41.9K -730 -1%
Aberdeen Group
183
Aberdeen Group
United Kingdom
$3.51M +$20.3K +354 +0.6%
OQS
184
Occudo Quantitative Strategies
Florida
$3.31M +$3.31M +57,587 New
VNIM
185
Vaughan Nelson Investment Management
Texas
$3.3M – – –
LIM
186
Leavell Investment Management
Alabama
$3.28M – – –
Public Sector Pension Investment Board (PSP Investments)
187
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.18M +$29.9K +520 +0.9%
IP
188
Interval Partners
New York
$3.08M -$3.75M -65,320 -55%
TAF
189
Tredje AP-fonden
Sweden
$2.93M +$144K +2,513 +5%
IAA
190
Independent Advisor Alliance
North Carolina
$2.92M +$97.8K +1,703 +3%
First Trust Advisors
191
First Trust Advisors
Illinois
$2.91M -$13M -225,750 -82%
GLA
192
Great Lakes Advisors
Illinois
$2.91M +$62.6K +1,091 +2%
PI
193
Putnam Investments
Massachusetts
$2.84M -$355K -6,183 -11%
Teacher Retirement System of Texas
194
Teacher Retirement System of Texas
Texas
$2.83M -$367K -6,384 -11%
TPSF
195
Texas Permanent School Fund
Texas
$2.81M +$896K +15,606 +47%
HH
196
HWG Holdings
Texas
$2.78M -$1.48M -25,694 -35%
Two Sigma Advisers
197
Two Sigma Advisers
New York
$2.73M +$2.45M +42,700 +871%
MOACM
198
Mutual of America Capital Management
New York
$2.69M +$3.16K +55 +0.1%
II
199
IFM Investors
Australia
$2.56M +$117K +2,029 +5%
Skandinaviska Enskilda Banken (SEB)
200
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.54M +$214K +3,735 +9%
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