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Brown & Brown

321 hedge funds and large institutions have $5.96B invested in Brown & Brown in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 117 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $5.48B → $5.96B (+$481M)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

0% more funds holding

Funds holding: 320321 (+1)

0.22% more ownership

Funds ownership: 71.57%71.79% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

14% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 117

Holders
321
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.95%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
37
Increased
101
Reduced
117
Closed
34
Calls
$5.04M
Puts
Net Calls
+$5.04M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
201
Cacti Asset Management
Georgia
$620K
PTC
202
Private Trust Company
Ohio
$610K +$590K +20,675 New
BWA
203
BDO Wealth Advisors
Florida
$603K
CI
204
CX Institutional
Indiana
$543K +$34K +1,189 +7%
SG Americas Securities
205
SG Americas Securities
New York
$525K -$559K -19,574 -52%
Aberdeen Group
206
Aberdeen Group
United Kingdom
$521K +$504K +17,662 New
PP
207
Prudential plc
United Kingdom
$516K
6M
208
6 Meridian
Kansas
$497K +$2.34K +82 +0.5%
SO
209
STRS Ohio
Ohio
$463K -$91.7K -3,211 -17%
M&T Bank
210
M&T Bank
New York
$454K +$8.31K +291 +2%
LIA
211
LS Investment Advisors
Michigan
$440K -$11.7K -408 -3%
DIM
212
DC Investments Management
Virginia
$431K
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$416K -$69.5K -2,434 -15%
BAM
214
Blueshift Asset Management
New Jersey
$391K +$61.8K +2,163 +20%
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$387K -$5.54K -194 -1%
WS
216
Wedbush Securities
California
$383K -$1.69K -59 -0.5%
OI
217
Oakbrook Investments
Illinois
$379K +$5.71K +200 +2%
Cambridge Investment Research Advisors
218
Cambridge Investment Research Advisors
Iowa
$371K -$27.9K -978 -7%
HKAM
219
Horizon Kinetics Asset Management
New York
$352K +$340K +11,923 New
MPM
220
Meritage Portfolio Management
Kansas
$350K
VWM
221
Venturi Wealth Management
Texas
$348K -$32K -1,121 -9%
WAM
222
World Asset Management
Michigan
$326K -$1.28K -45 -0.4%
MAM
223
Meeder Asset Management
Ohio
$321K -$30.4K -1,064 -9%
GT
224
Glenview Trust
Kentucky
$320K
PHK
225
Point72 Hong Kong
Hong Kong
$312K +$302K +10,578 New

BRO Hedge Fund Activity: Q1 2019 in Review

321 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q1 2019, worth a combined $5.96B — up 8.8% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BRO positions and 34 closed out — a net gain of 3 holders — while 101 added to existing stakes and 117 trimmed.

The largest buyer was NN Investment Partners Holdings, opening a new position worth an estimated $117M. The largest seller was Victory Capital Management, cutting an estimated $42.1M.

  • 321 institutional investors held Brown & Brown (BRO) as of Q1 2019, up from 320 in Q4 2018.
  • Funds reported $5.96B of Brown & Brown stock for Q1 2019, up 8.8% quarter-over-quarter.
  • 37 funds opened new Brown & Brown positions in Q1 2019 and 34 closed out, a net change of +3 holders.
  • The largest Brown & Brown buyer in Q1 2019 was NN Investment Partners Holdings, an estimated $117M added.
  • The largest Brown & Brown seller in Q1 2019 was Victory Capital Management, an estimated $42.1M sold.

Based on aggregated 13F filings for Q1 2019.