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BRO - Brown & Brown Inc Stock Price, Fair Value and News
89.83
+0.43
(+0.48%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold BRO recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-17
National Wealth Management Group, LLC
NEW
Premium
Premium
Premium
Premium
5,168
2024-05-17
Plato Investment Management Ltd
NEW
Premium
Premium
Premium
Premium
6,952
2024-05-16
Vancity Investment Management Ltd
REDUCED
Premium
Premium
Premium
Premium
222,845
2024-05-16
SkyView Investment Advisors, LLC
NEW
Premium
Premium
Premium
Premium
7,812
2024-05-16
Beacon Capital Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
15.00
2024-05-16
WealthPlan Investment Management, LLC
NEW
Premium
Premium
Premium
Premium
105,895
2024-05-16
Virtus Investment Advisers, Inc.
REDUCED
Premium
Premium
Premium
Premium
2,620
2024-05-16
COMERICA BANK
ADDED
Premium
Premium
Premium
Premium
126,007
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
ADDED
Premium
Premium
Premium
Premium
389,352
2024-05-16
Ancora Advisors LLC
UNCHANGED
Premium
Premium
Premium
Premium
220
2024-05-16
Motley Fool Asset Management LLC
REDUCED
Premium
Premium
Premium
Premium
144,637
2024-05-16
JANE STREET GROUP, LLC
ADDED
Premium
Premium
Premium
Premium
39,631
2024-05-16
Tidal Investments LLC
ADDED
Premium
Premium
Premium
Premium
21,259
2024-05-15
Lido Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
4,433
2024-05-15
QUADRANT CAPITAL GROUP LLC
ADDED
Premium
Premium
Premium
Premium
344
2024-05-15
Teza Capital Management LLC
REDUCED
Premium
Premium
Premium
Premium
4,522
2024-05-15
Ilmarinen Mutual Pension Insurance Co
NEW
Premium
Premium
Premium
Premium
65,000
2024-05-15
Schonfeld Strategic Advisors LLC
ADDED
Premium
Premium
Premium
Premium
117,939
2024-05-15
Cetera Investment Advisers
REDUCED
Premium
Premium
Premium
Premium
3,113
2024-05-15
Centiva Capital, LP
REDUCED
Premium
Premium
Premium
Premium
12,867
2024-05-15
Faithward Advisors, LLC
NEW
Premium
Premium
Premium
Premium
3,164
2024-05-15
AE Wealth Management LLC
REDUCED
Premium
Premium
Premium
Premium
3,306
2024-05-15
Gillson Capital LP
NEW
Premium
Premium
Premium
Premium
400,899
2024-05-15
Prana Capital Management, LP
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
Steward Partners Investment Advisory, LLC
ADDED
Premium
Premium
Premium
Premium
31,186
Rows per page:
10
25
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1–25 of 817
Which funds are the top buyers of BRO?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
28,355,300
2,482,220,000
0.05%
BlackRock Inc.
16,599,200
1,453,090,000
0.03%
Select Equity Group, L.P.
13,606,400
1,191,100,000
4.21%
PRINCIPAL FINANCIAL GROUP INC
12,718,200
1,113,350,000
0.65%
STATE STREET CORP
10,832,000
948,237,000
0.04%
MORGAN STANLEY
8,865,880
776,119,000
0.06%
ATLANTA CAPITAL MANAGEMENT CO L L C
6,056,260
366,283,000
1.63%
GEODE CAPITAL MANAGEMENT, LLC
5,790,500
505,657,000
0.05%
Allspring Global Investments Holdings, LLC
4,572,540
400,280,000
0.62%
NN Investment Partners Holdings N.V.
3,571,470
258,110,000
1.39%
Rows per page:
10
1–10 of 99
Which funds have put a big percent of portfolio in BRO?
Fund Name
$ Value
% Port.
PhiloSmith Capital Corp
28,489,900
7.99%
PhiloSmith Capital Corp
17,295,000
7.63%
SPRING CAPITAL MANAGEMENT, LLC
8,042,740
6.06%
LOUNTZIS ASSET MANAGEMENT, LLC
11,117,900
5.27%
FENIMORE ASSET MANAGEMENT INC
210,797,000
4.45%
Close Asset Management Ltd
116,658,000
4.26%
Select Equity Group, L.P.
1,191,100,000
4.21%
Clarkston Capital Partners, LLC
229,077,000
4.04%
Triad Investment Management
3,191,070
3.87%
Gillson Capital LP
35,095,000
3.33%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold BRO
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
CONFLUENCE INVESTMENT MANAGEMENT LLC
49,598,300
Farmer Steven Patrick
35,808,000
Gillson Capital LP
35,095,000
Polar Capital Holdings Plc
30,639,000
Quantum Capital Management, LLC / NJ
9,883,350
WealthPlan Investment Management, LLC
9,270,070
Edgestream Partners, L.P.
7,989,690
Andra AP-fonden
7,747,290
Additions
Fund Name
% Increased
Harvest Fund Management Co., Ltd
2,458
CHILTON INVESTMENT CO INC.
1,063
SRS Capital Advisors, Inc.
900
ADAGE CAPITAL PARTNERS GP, L.L.C.
875
HARBOUR INVESTMENTS, INC.
650
Raleigh Capital Management Inc.
500
JANE STREET GROUP, LLC
469
EXCHANGE TRADED CONCEPTS, LLC
466
Reductions
Fund Name
% Reduced
AE Wealth Management LLC
-94.7
Investment Management Corp of Ontario
-93.45
Squarepoint Ops LLC
-91.09
VOLORIDGE INVESTMENT MANAGEMENT, LLC
-90.67
Tower Research Capital LLC (TRC)
-85.63
Teza Capital Management LLC
-84.67
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
-80.05
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
-77.21
Sold off
Fund Name
$ Sold
NORGES BANK
-217,663,000
RENAISSANCE TECHNOLOGIES LLC
-27,676,000
PINEBRIDGE INVESTMENTS, L.P.
-25,633,200
Prana Capital Management, LP
-21,905,700
TWINBEECH CAPITAL LP
-15,692,400
ExodusPoint Capital Management, LP
-10,537,000
Tudor Investment Corp Et Al
-6,571,280
OLD MISSION CAPITAL LLC
-5,349,040