We are live on ! Find out more
BRO icon

Brown & Brown

268 hedge funds and large institutions have $4.38B invested in Brown & Brown in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

20% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 91

3% more funds holding

Funds holding: 261268 (+7)

4% more capital invested

Capital invested by funds: $4.23B → $4.38B (+$152M)

0.46% more ownership

Funds ownership: 144.49%144.94% (+0.46%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
268
Holders Change
+7
Holders Change %
+2.68%
% of All Funds
6.68%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
28
Increased
109
Reduced
91
Closed
20
Calls
$241K
Puts
Net Calls
+$241K
Net Calls Change
+$241K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$484M +$20.1M +936,232 +4%
BlackRock
2
BlackRock
New York
$418M +$9.13M +426,028 +2%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$307M +$1.44M +66,990 +0.5%
State Street
4
State Street
Massachusetts
$250M +$4.23M +197,348 +2%
Wells Fargo
5
Wells Fargo
California
$244M +$16.6M +776,588 +7%
Principal Financial Group
6
Principal Financial Group
Iowa
$167M +$287K +13,408 +0.2%
Select Equity Group
7
Select Equity Group
New York
$165M +$94.2M +4,396,530 +135%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$152M +$15.7M +732,354 +12%
FPP
9
Findlay Park Partners
United Kingdom
$141M -$38.6M -1,800,000 -22%
CCP
10
Clarkston Capital Partners
Michigan
$104M +$4.09M +190,744 +4%
Victory Capital Management
11
Victory Capital Management
Texas
$90.1M +$21.4M +998,086 +31%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$86M +$4.01M +187,268 +5%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$82.9M -$10.7M -499,230 -11%
VNIM
14
Vaughan Nelson Investment Management
Texas
$81.6M -$1.42M -66,350 -2%
American Century Companies
15
American Century Companies
Missouri
$74.7M -$23.8M -1,108,152 -24%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$70.3M +$11.3M +527,492 +19%
FAM
17
Fenimore Asset Management
New York
$62.2M -$160K -7,482 -0.3%
Renaissance Technologies
18
Renaissance Technologies
New York
$61.6M +$14.8M +688,200 +32%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$61.2M +$2.86M +133,466 +5%
BAM
20
Burgundy Asset Management
Ontario, Canada
$60M -$372K -17,368 -0.6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$56.7M +$119K +5,570 +0.2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$48.5M -$2.12M -98,714 -4%
VBA
23
Van Berkom & Associates
Quebec, Canada
$47.8M +$184K +8,580 +0.4%
MIH
24
Madison Investment Holdings
Wisconsin
$41.6M -$436K -20,318 -1%
HIM
25
Hermes Investment Management
United Kingdom
$41.5M -$4.81M -224,606 -10%