We are live on ! Find out more
BRO icon

Brown & Brown

456 hedge funds and large institutions have $9.09B invested in Brown & Brown in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 159 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $818K

8% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 159

0.19% more ownership

Funds ownership: 70.33%70.52% (+0.19%)

4% less capital invested

Capital invested by funds: $9.45B → $9.09B (-$359M)

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 463456 (-7)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
456
Holders Change
-7
Holders Change %
-1.51%
% of All Funds
8.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
47
Increased
171
Reduced
159
Closed
52
Calls
$1.51M
Puts
$818K
Net Calls
+$691K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.25B -$4.2M -91,442 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.12B +$1.36M +29,646 +0.1%
Select Equity Group
3
Select Equity Group
New York
$673M +$38.6M +840,666 +6%
Wells Fargo
4
Wells Fargo
California
$457M +$792K +17,247 +0.2%
State Street
5
State Street
Massachusetts
$421M -$690K -15,029 -0.2%
Principal Financial Group
6
Principal Financial Group
Iowa
$402M -$2.69M -58,502 -0.7%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$383M +$1.3M +28,247 +0.3%
ACM
8
Atlanta Capital Management
Georgia
$319M +$45.7M +996,377 +17%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$248M +$2.45M +53,419 +1%
CCP
10
Clarkston Capital Partners
Michigan
$193M +$6.86M +149,575 +4%
NIPH
11
NN Investment Partners Holdings
Netherlands
$177M -$2.19M -47,756 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$143M +$4.51M +98,235 +3%
APG Asset Management
13
APG Asset Management
Netherlands
$139M +$1.86M +40,633 +1%
FAM
14
Fenimore Asset Management
New York
$133M +$189K +4,110 +0.1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$110M -$2.02M -43,948 -2%
Northern Trust
16
Northern Trust
Illinois
$105M +$5.72M +124,725 +6%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$104M +$1.72M +37,507 +2%
Norges Bank
18
Norges Bank
Norway
$102M -$6M -130,679 -6%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$84.8M -$3.16M -68,930 -4%
Legal & General Group
20
Legal & General Group
United Kingdom
$72.2M -$735K -16,023 -1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$71.8M +$2.38M +51,922 +3%
BAM
22
Burgundy Asset Management
Ontario, Canada
$67.6M -$175K -3,814 -0.3%
MAM
23
Madison Asset Management
Wisconsin
$63.8M -$702K -15,288 -1%
UBS AM
24
UBS AM
Illinois
$58.1M -$5.08M -110,664 -8%
Bank of America
25
Bank of America
North Carolina
$52.6M +$4.81M +104,697 +10%