BRO icon

Brown & Brown
BRO

Overview Fund Activity

567 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 226 increasing their positions, 193 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
9.15%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
226
Reduced
193
Closed
61
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$541M
2
Victory Capital Management
Victory Capital Management
Texas
$83.6M
3
Principal Financial Group
Principal Financial Group
Iowa
$639M
4
TCM
TimesSquare Capital Management
New York
$46.5M
5
Millennium Management
Millennium Management
New York
$91.4M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$983M
2
JCM
Junto Capital Management
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$23.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$216M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$247K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$2.47M -$1.39M -832,179 -36%
IIC
202
Ironwood Investment Counsel
Arizona
$2.46M -$72.9K -1,280 -3%
QCM
203
Quantinno Capital Management
New York
$2.46M +$2.46M +43,102 New
II
204
IFM Investors
Australia
$2.42M +$250K +4,383 +12%
KFA
205
Kelleher Financial Advisors
New York
$2.4M – – –
URS
206
Utah Retirement Systems
Utah
$2.39M -$22.8K -400 -0.9%
SEI Investments
207
SEI Investments
Pennsylvania
$2.35M -$8.9M -156,297 -79%
DCM
208
Dupont Capital Management
Delaware
$2.33M -$568K -9,971 -20%
Skandinaviska Enskilda Banken (SEB)
209
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.31M -$39.3K -690 -2%
IG
210
ING Group
Netherlands
$2.28M +$184K +3,225 +9%
BFPW
211
BOK Financial Private Wealth
Colorado
$2.27M +$30.9K +543 +1%
EAM
212
Eagle Asset Management
Florida
$2.27M +$3.57K +63 +0.2%
COPPSERS
213
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.26M +$310K +5,445 +16%
Mariner
214
Mariner
Kansas
$2.24M -$106K -1,863 -5%
GIBU
215
Gulf International Bank (UK)
United Kingdom
$2.23M – – –
DnB Asset Management
216
DnB Asset Management
Norway
$2.19M +$41.9K +735 +2%
ASN
217
Advisory Services Network
Georgia
$2.17M +$96.3K +1,690 +5%
Handelsbanken Fonder
218
Handelsbanken Fonder
Sweden
$2.16M – – –
IF
219
Integrity Financial
Wyoming
$2.1M – – –
FMC
220
First Merchants Corp
Indiana
$2.02M +$22.2K +390 +1%
State of Tennessee, Department of Treasury
221
State of Tennessee, Department of Treasury
Tennessee
$2M -$1.7M -29,852 -46%
VWA
222
V Wealth Advisors
Kansas
$1.95M -$13.6K -238 -0.7%
CIBC Asset Management
223
CIBC Asset Management
Ontario, Canada
$1.95M +$72.1K +1,265 +4%
Zurich Cantonal Bank
224
Zurich Cantonal Bank
Switzerland
$1.95M +$17K +299 +0.9%
Mirae Asset Global Investments
225
Mirae Asset Global Investments
South Korea
$1.94M +$336K +5,901 +21%
7 8
9
10 11