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Brown & Brown
BRO

Overview Fund Activity

231 hedge funds and large institutions have $3.29B invested in Brown & Brown in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 88 reducing their positions, and 25 closing their positions.

Holders
231
Holders Change
–
Holders Change %
0%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
78
Reduced
88
Closed
25
Calls
$180K
Puts
–
Net Calls
+$180K
Net Calls Change
+$108K

Top Buyers

1
MA
1
Marshfield Associates
District of Columbia
$52.5M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$107M
3
Victory Capital Management
3
Victory Capital Management
Texas
$38.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$116M
5
Invesco
5
Invesco
Georgia
$26.7M

Top Sellers

1
VFA
1
Virtus Fund Advisers
Connecticut
$81K
2
Citadel Advisors
2
Citadel Advisors
Florida
$49.2M
3
Norges Bank
3
Norges Bank
Norway
$30.9M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$29K
5
ESCM
5
Echo Street Capital Management
New York
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$264M 8,199,132 +80,933 +1%
State Street
2
State Street
Massachusetts
$209M 6,494,826 +127,344 +2%
Principal Financial Group
3
Principal Financial Group
Iowa
$169M 5,251,229 +140,369 +3%
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$138M 4,295,566 +427,139 +11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$116M 3,622,138 +946,870 +35%
BIT
6
BlackRock Institutional Trust
California
$111M 3,443,647 -110,075 -3%
BFA
7
BlackRock Fund Advisors
California
$110M 3,426,893 +96,689 +3%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$107M 3,335,075 +1,482,605 +80%
FPP
9
Findlay Park Partners
United Kingdom
$94.6M 2,943,726 -20,571 -0.7%
Wells Fargo
10
Wells Fargo
California
$93.1M 2,896,857 +147,774 +5%
RCG
11
Ruane, Cunniff & Goldfarb
New York
$85.1M 2,648,208 -29,127 -1%
AGA
12
Altrinsic Global Advisors
Connecticut
$84.9M 2,639,802 -35,032 -1%
Ameriprise
13
Ameriprise
Minnesota
$79.5M 2,474,350 -14,253 -0.6%
Kayne Anderson Rudnick Investment Management
14
Kayne Anderson Rudnick Investment Management
California
$78.3M 2,436,347 -74,203 -3%
FAM
15
Fenimore Asset Management
New York
$67.7M 2,106,216 -4,640 -0.2%
MIH
16
Madison Investment Holdings
Wisconsin
$64.2M 1,995,353 +658,588 +49%
CWAM
17
Columbia Wanger Asset Management
Illinois
$59.1M 1,837,000 – –
American Century Companies
18
American Century Companies
Missouri
$56.4M 1,754,987 +27,817 +2%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$54.6M 1,697,500 -89,100 -5%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$52.9M 1,644,076 -32,100 -2%
MA
21
Marshfield Associates
District of Columbia
$52.5M 1,634,179 +1,634,179 New
BAM
22
Burgundy Asset Management
Ontario, Canada
$52.1M 1,619,948 -37,980 -2%
VBA
23
Van Berkom & Associates
Quebec, Canada
$50.6M 1,572,665 +140,342 +10%
Citadel Advisors
24
Citadel Advisors
Florida
$49.2M 1,529,100 -1,076,123 -41%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$41.5M 1,289,833 -24,037 -2%
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