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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.

Holders
562
Holders Change
-5
Holders Change %
-0.88%
% of All Funds
9%
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
1
Ceredex Value Advisors
Florida
$42.1M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$675M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$23.3M
4
BC
4
Brookfield Corp
Ontario, Canada
$22M
5
ProShare Advisors
5
ProShare Advisors
Maryland
$171M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Select Equity Group
2
Select Equity Group
New York
$948M
3
ZP
3
Zimmer Partners
New York
$0
4
CIC
4
Chilton Investment Company
Connecticut
$8.79M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.6B 27,933,307 +154,154 +0.6%
BlackRock
2
BlackRock
New York
$963M 16,764,258 +218,939 +1%
Select Equity Group
3
Select Equity Group
New York
$948M 16,518,223 -743,511 -4%
Principal Financial Group
4
Principal Financial Group
Iowa
$675M 11,750,736 +528,096 +5%
State Street
5
State Street
Massachusetts
$626M 10,893,560 -64,745 -0.6%
Morgan Stanley
6
Morgan Stanley
New York
$540M 9,399,208 -92,240 -1%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$331M 5,761,173 +96,271 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$303M 5,287,929 +108,521 +2%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$276M 4,808,388 +8,398 +0.2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$213M 3,700,864 -92,111 -2%
CCP
11
Clarkston Capital Partners
Michigan
$212M 3,699,120 +64,165 +2%
Wells Fargo
12
Wells Fargo
California
$192M 3,337,157 +7,631 +0.2%
ProShare Advisors
13
ProShare Advisors
Maryland
$171M 2,971,635 +351,666 +13%
Goldman Sachs
14
Goldman Sachs
New York
$169M 2,948,940 +75,208 +3%
APG Asset Management
15
APG Asset Management
Netherlands
$160M 3,021,408 +58,228 +2%
FAM
16
Fenimore Asset Management
New York
$155M 2,707,193 -3,092 -0.1%
Norges Bank
17
Norges Bank
Norway
$147M 2,567,015 +77,262 +3%
Northern Trust
18
Northern Trust
Illinois
$128M 2,234,727 +15,111 +0.7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$110M 1,914,764 -32,390 -2%
Invesco
20
Invesco
Georgia
$108M 1,877,340 +98,656 +6%
Bank of America
21
Bank of America
North Carolina
$107M 1,856,526 +36,404 +2%
Millennium Management
22
Millennium Management
New York
$89.3M 1,555,771 -48,671 -3%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$86.7M 1,510,259 -101,014 -6%
LIP
24
Liontrust Investment Partners
United Kingdom
$86.7M 1,509,100 +42,900 +3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$84M 1,462,767 -7,235 -0.5%
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