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Brown & Brown
BRO

Overview Fund Activity

598 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 227 increasing their positions, 197 reducing their positions, and 40 closing their positions.

Holders
598
Holders Change
+36
Holders Change %
+6.41%
% of All Funds
9.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
77
Increased
227
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$200M
2
Capital World Investors
2
Capital World Investors
California
$64.7M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$63M
4
Barclays
4
Barclays
United Kingdom
$62.1M
5
CS
5
Credit Suisse
Switzerland
$63.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$26.3M
2
Select Equity Group
2
Select Equity Group
New York
$1.08B
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$288M
4
Millennium Management
4
Millennium Management
New York
$71.4M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$359K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.92B 27,852,674 -80,633 -0.3%
BlackRock
2
BlackRock
New York
$1.14B 16,525,558 -238,700 -1%
Select Equity Group
3
Select Equity Group
New York
$1.08B 15,711,644 -806,579 -5%
Principal Financial Group
4
Principal Financial Group
Iowa
$828M 12,025,025 +274,289 +2%
State Street
5
State Street
Massachusetts
$751M 10,914,179 +20,619 +0.2%
Morgan Stanley
6
Morgan Stanley
New York
$680M 9,878,020 +478,812 +5%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$393M 5,712,078 -49,095 -0.9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$364M 5,297,262 +9,333 +0.2%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$288M 4,190,235 -618,153 -13%
CCP
10
Clarkston Capital Partners
Michigan
$248M 3,603,612 -95,508 -3%
Wells Fargo
11
Wells Fargo
California
$234M 3,405,935 +68,778 +2%
Goldman Sachs
12
Goldman Sachs
New York
$224M 3,252,636 +303,696 +10%
First Trust Advisors
13
First Trust Advisors
Illinois
$200M 2,898,386 +2,847,636 +5,611%
ProShare Advisors
14
ProShare Advisors
Maryland
$196M 2,845,447 -126,188 -4%
FAM
15
Fenimore Asset Management
New York
$186M 2,704,896 -2,297 -0.1%
APG Asset Management
16
APG Asset Management
Netherlands
$185M 2,936,300 -85,108 -3%
Norges Bank
17
Norges Bank
Norway
$182M 2,643,742 +76,727 +3%
Northern Trust
18
Northern Trust
Illinois
$148M 2,154,864 -79,863 -4%
Invesco
19
Invesco
Georgia
$134M 1,940,165 +62,825 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$123M 1,784,098 -130,666 -7%
Bank of America
21
Bank of America
North Carolina
$110M 1,593,358 -263,168 -14%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$103M 1,502,808 -7,451 -0.5%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$103M 1,493,924 +56,052 +4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$102M 1,480,644 +343,097 +30%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$101M 1,473,496 +10,729 +0.7%
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