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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 %
HighTower Advisors
201
HighTower Advisors
Illinois
$2.52M -$46.2K -805 -2%
SPIA
202
Steward Partners Investment Advisory
New York
$2.51M -$654K -11,392 -21%
IIC
203
Ironwood Investment Counsel
Arizona
$2.48M – – –
DCM
204
Dupont Capital Management
Delaware
$2.44M +$87.6K +1,525 +4%
KFA
205
Kelleher Financial Advisors
New York
$2.41M – – –
URS
206
Utah Retirement Systems
Utah
$2.41M +$5.74K +100 +0.2%
CG
207
Carmignac Gestion
France
$2.33M +$635K +11,062 +38%
Mirae Asset Global Investments
208
Mirae Asset Global Investments
South Korea
$2.32M +$368K +6,411 +19%
ASN
209
Advisory Services Network
Georgia
$2.32M +$127K +2,215 +6%
IG
210
ING Group
Netherlands
$2.29M -$1.44K -25 -0.1%
BFPW
211
BOK Financial Private Wealth
Colorado
$2.29M +$4.13K +72 +0.2%
COPPSERS
212
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.29M +$6.43K +112 +0.3%
QCM
213
Quantinno Capital Management
New York
$2.29M -$190K -3,307 -8%
EAM
214
Eagle Asset Management
Florida
$2.27M -$24.3K -423 -1%
Acadian Asset Management
215
Acadian Asset Management
Massachusetts
$2.25M -$2.89M -50,370 -56%
Mariner
216
Mariner
Kansas
$2.23M -$26.1K -454 -1%
DnB Asset Management
217
DnB Asset Management
Norway
$2.2M -$8.67K -151 -0.4%
Handelsbanken Fonder
218
Handelsbanken Fonder
Sweden
$2.17M – – –
TC
219
TAP Consulting
Missouri
$2.17M -$568K -9,890 -21%
Assenagon Asset Management
220
Assenagon Asset Management
Luxembourg
$2.14M +$1.89M +32,958 +762%
IF
221
Integrity Financial
Wyoming
$2.12M – – –
LFS
222
Legacy Financial Strategies
Kansas
$2.1M +$364K +6,340 +21%
State of Tennessee, Department of Treasury
223
State of Tennessee, Department of Treasury
Tennessee
$2.08M +$68.3K +1,189 +3%
Janus Henderson Group
224
Janus Henderson Group
United Kingdom
$2.05M -$7.96M -138,605 -80%
CCA
225
Covey Capital Advisors
Georgia
$2M +$56.8K +990 +3%
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