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Brown & Brown
BRO

Overview Fund Activity

675 hedge funds and large institutions have $15.1B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 240 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+54
Holders Change %
+8.7%
% of All Funds
9.9%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
106
Increased
240
Reduced
225
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.28B
2
CAM
Congress Asset Management
Massachusetts
$82.4M
3
Man Group
Man Group
United Kingdom
$64.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$142M
5
Goldman Sachs
Goldman Sachs
New York
$256M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$16.5M
2
CCP
Clarkston Capital Partners
Michigan
$186M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$11.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$945K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
201
State of Michigan Retirement System
Michigan
$4.6M +$7.11K +100 +0.2%
National Bank of Canada
202
National Bank of Canada
Quebec, Canada
$4.6M -$10.1M -142,750 -69%
MIM
203
MetLife Investment Management
New Jersey
$4.35M -$67K -942 -2%
IMCOOI
204
Investment Management Corp of Ontario (IMCO)
Canada
$4.21M +$397K +5,580 +10%
PNC
205
Park National Corp
Ohio
$4.21M -$370K -5,200 -8%
MF
206
Magnetar Financial
Illinois
$4.14M +$4.14M +58,170 New
LIM
207
Leavell Investment Management
Alabama
$4.07M – – –
GC
208
Guggenheim Capital
Illinois
$4.01M +$1.65M +23,192 +70%
Mariner
209
Mariner
Kansas
$3.95M +$422K +5,941 +12%
CWM
210
CIBC World Markets
New York
$3.91M +$1.22M +17,110 +45%
Adage Capital Partners
211
Adage Capital Partners
Massachusetts
$3.88M +$3.88M +54,500 New
II
212
IFM Investors
Australia
$3.86M – – –
Retirement Systems of Alabama
213
Retirement Systems of Alabama
Alabama
$3.7M -$83K -1,167 -2%
COPPSERS
214
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.68M +$313K +4,397 +9%
GLA
215
Great Lakes Advisors
Illinois
$3.56M -$3.63K -51 -0.1%
TC
216
TownSquare Capital
Utah
$3.5M +$1.39M +19,550 +66%
TPSF
217
Texas Permanent School Fund
Texas
$3.47M +$9.39K +132 +0.3%
EGM
218
Engineers Gate Manager
New York
$3.45M +$3.45M +48,531 New
Handelsbanken Fonder
219
Handelsbanken Fonder
Sweden
$3.39M -$21.3K -300 -0.6%
CG
220
Carmignac Gestion
France
$3.34M +$191K +2,681 +6%
BFA
221
Brendel Financial Advisors
New Hampshire
$3.31M +$3.31M +46,557 New
IAA
222
Independent Advisor Alliance
North Carolina
$3.31M -$360K -5,065 -10%
TRCT
223
Tower Research Capital (TRC)
New York
$3.26M +$2.19M +30,764 +204%
Skandinaviska Enskilda Banken (SEB)
224
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.22M -$35.6K -500 -1%
AM
225
AGF Management
Ontario, Canada
$3.2M +$2.66M +37,426 +498%
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