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Brown & Brown
BRO

Overview Fund Activity

674 hedge funds and large institutions have $15.1B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 240 increasing their positions, 225 reducing their positions, and 45 closing their positions.

Holders
674
Holders Change
+54
Holders Change %
+8.71%
% of All Funds
9.88%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
106
Increased
240
Reduced
225
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.28B
2
CAM
2
Congress Asset Management
Massachusetts
$82.4M
3
Man Group
3
Man Group
United Kingdom
$64.4M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$142M
5
Goldman Sachs
5
Goldman Sachs
New York
$256M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$16.5M
2
CCP
2
Clarkston Capital Partners
Michigan
$186M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$11.1M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$945K
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2B 28,152,200 +266,441 +1%
Morgan Stanley
2
Morgan Stanley
New York
$1.28B 17,999,728 +8,664,128 +93%
BlackRock
3
BlackRock
New York
$1.16B 16,347,877 +256,900 +2%
Select Equity Group
4
Select Equity Group
New York
$1.02B 14,310,480 -443,276 -3%
Principal Financial Group
5
Principal Financial Group
Iowa
$876M 12,325,905 +294,143 +2%
State Street
6
State Street
Massachusetts
$764M 10,746,196 +40,632 +0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$394M 5,551,581 +168,109 +3%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$372M 5,236,392 +29,514 +0.6%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$292M 4,108,276 -37,942 -0.9%
Goldman Sachs
10
Goldman Sachs
New York
$256M 3,598,618 +524,812 +17%
Wells Fargo
11
Wells Fargo
California
$234M 3,287,924 -155,012 -5%
Norges Bank
12
Norges Bank
Norway
$218M 3,060,931 +370,424 +14%
APG Asset Management
13
APG Asset Management
Netherlands
$194M 3,014,541 +215,086 +8%
CCP
14
Clarkston Capital Partners
Michigan
$186M 2,615,425 -638,604 -20%
FAM
15
Fenimore Asset Management
New York
$172M 2,418,212 -12,083 -0.5%
ProShare Advisors
16
ProShare Advisors
Maryland
$165M 2,323,025 -288,118 -11%
Northern Trust
17
Northern Trust
Illinois
$158M 2,216,417 -69,094 -3%
Invesco
18
Invesco
Georgia
$145M 2,044,473 +106,978 +6%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$142M 2,000,227 +865,082 +76%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$140M 1,963,826 +248,181 +14%
Bank of America
21
Bank of America
North Carolina
$121M 1,706,971 +75,782 +5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$113M 1,582,545 -149,914 -9%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$107M 1,500,437 -15,848 -1%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$106M 1,494,799 +19,311 +1%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$99.3M 1,396,213 -12,917 -0.9%
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