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Brown & Brown
BRO

Overview Fund Activity

620 hedge funds and large institutions have $14.1B invested in Brown & Brown in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 216 increasing their positions, 220 reducing their positions, and 41 closing their positions.

Holders
620
Holders Change
+22
Holders Change %
+3.68%
% of All Funds
9.89%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
68
Increased
216
Reduced
220
Closed
41
Calls
$12.5M
Puts
$5.58M
Net Calls
+$6.87M
Net Calls Change
+$995K

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$56.6M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$43.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$71.4M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$27.9M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$27.8M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$1.03B
2
Morgan Stanley
2
Morgan Stanley
New York
$652M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$364M
4
CVA
4
Ceredex Value Advisors
Florida
$0
5
BlackRock
5
BlackRock
New York
$1.12B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.95B 27,885,759 +33,085 +0.1%
BlackRock
2
BlackRock
New York
$1.12B 16,090,977 -434,581 -3%
Select Equity Group
3
Select Equity Group
New York
$1.03B 14,753,756 -957,888 -6%
Principal Financial Group
4
Principal Financial Group
Iowa
$840M 12,031,762 +6,737 +0.1%
State Street
5
State Street
Massachusetts
$748M 10,705,564 -208,615 -2%
Morgan Stanley
6
Morgan Stanley
New York
$652M 9,335,600 -542,420 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$375M 5,383,472 +86,210 +2%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$364M 5,206,878 -505,200 -9%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$290M 4,146,218 -44,017 -1%
Wells Fargo
10
Wells Fargo
California
$240M 3,442,936 +37,001 +1%
CCP
11
Clarkston Capital Partners
Michigan
$227M 3,254,029 -349,583 -10%
Goldman Sachs
12
Goldman Sachs
New York
$215M 3,073,806 -178,830 -5%
APG Asset Management
13
APG Asset Management
Netherlands
$196M 2,799,455 -136,845 -5%
Norges Bank
14
Norges Bank
Norway
$188M 2,690,507 +46,765 +2%
First Trust Advisors
15
First Trust Advisors
Illinois
$185M 2,644,868 -253,518 -9%
ProShare Advisors
16
ProShare Advisors
Maryland
$182M 2,611,143 -234,304 -8%
FAM
17
Fenimore Asset Management
New York
$170M 2,430,295 -274,601 -10%
Northern Trust
18
Northern Trust
Illinois
$160M 2,285,511 +130,647 +6%
Invesco
19
Invesco
Georgia
$135M 1,937,495 -2,670 -0.1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$121M 1,732,459 -51,639 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$120M 1,715,645 +235,001 +16%
Bank of America
22
Bank of America
North Carolina
$114M 1,631,189 +37,831 +2%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$106M 1,516,285 +13,477 +0.9%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$103M 1,475,488 +1,992 +0.1%
LIP
25
Liontrust Investment Partners
United Kingdom
$99.6M 1,425,762 -29,509 -2%
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