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BRO - Brown & Brown Inc Stock Price, Fair Value and News
81.03
USD
-0.87
(-1.06%)
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
2024-04-12
GATEWAY INVESTMENT ADVISERS LLC
ADDED
Premium
Premium
Premium
Premium
4,637
2024-04-12
AdvisorNet Financial, Inc
REDUCED
Premium
Premium
Premium
Premium
27.00
2024-04-12
DNB Asset Management AS
ADDED
Premium
Premium
Premium
Premium
39,011
2024-04-12
HARBOR INVESTMENT ADVISORY, LLC
NEW
Premium
Premium
Premium
Premium
53.00
2024-04-12
Triad Investment Management
REDUCED
Premium
Premium
Premium
Premium
36,453
2024-04-12
First PREMIER Bank
NEW
Premium
Premium
Premium
Premium
457
2024-04-12
Wallace Advisory Group, LLC
NEW
Premium
Premium
Premium
Premium
3,027
2024-04-12
ARMSTRONG ADVISORY GROUP, INC
UNCHANGED
Premium
Premium
Premium
Premium
400
2024-04-12
FIRST FINANCIAL CORP /IN/
UNCHANGED
Premium
Premium
Premium
Premium
54.00
2024-04-11
Ballentine Partners, LLC
ADDED
Premium
Premium
Premium
Premium
3,363
2024-04-11
Gulf International Bank (UK) Ltd
UNCHANGED
Premium
Premium
Premium
Premium
19,941
2024-04-11
First Affirmative Financial Network
ADDED
Premium
Premium
Premium
Premium
3,901
2024-04-11
Radnor Capital Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
4,000
2024-04-11
Cadent Capital Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
5,043
2024-04-11
Running Oak Capital LLC
ADDED
Premium
Premium
Premium
Premium
138,954
2024-04-11
City State Bank
UNCHANGED
Premium
Premium
Premium
Premium
54.00
2024-04-11
Fortitude Family Office, LLC
REDUCED
Premium
Premium
Premium
Premium
57.00
2024-04-11
SALEM INVESTMENT COUNSELORS INC
UNCHANGED
Premium
Premium
Premium
Premium
22,000
2024-04-11
CONGRESS ASSET MANAGEMENT CO /MA
ADDED
Premium
Premium
Premium
Premium
1,397,600
2024-04-10
PARK AVENUE SECURITIES LLC
ADDED
Premium
Premium
Premium
Premium
10,484
2024-04-10
Legacy Financial Strategies, LLC
REDUCED
Premium
Premium
Premium
Premium
40,610
2024-04-10
THREADGILL FINANCIAL, LLC
NEW
Premium
Premium
Premium
Premium
17,705
2024-04-10
Holland Advisory Services, Inc.
ADDED
Premium
Premium
Premium
Premium
7,338
2024-04-10
SPRING CAPITAL MANAGEMENT, LLC
REDUCED
Premium
Premium
Premium
Premium
91,875
2024-04-10
Czech National Bank
ADDED
Premium
Premium
Premium
Premium
41,562
Rows per page:
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25
50
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1–25 of 773
Which funds are the top buyers of BRO?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
28,152,200
2,001,900,000
0.04%
BlackRock Inc.
16,347,900
1,162,500,000
0.03%
Select Equity Group, L.P.
14,310,500
1,017,620,000
3.62%
PRINCIPAL FINANCIAL GROUP INC
12,325,900
876,495,000
0.56%
STATE STREET CORP
10,746,200
764,162,000
0.04%
MORGAN STANLEY
8,999,860
639,980,000
0.06%
GOLDMAN SACHS GROUP INC
7,197,240
511,795,000
0.05%
ATLANTA CAPITAL MANAGEMENT CO L L C
6,056,260
366,283,000
1.63%
GEODE CAPITAL MANAGEMENT, LLC
5,551,580
393,790,000
0.04%
Allspring Global Investments Holdings, LLC
5,236,390
372,360,000
0.62%
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
17,295,000
7.63%
PhiloSmith Capital Corp
23,142,800
7.44%
SPRING CAPITAL MANAGEMENT, LLC
8,042,740
6.06%
LOUNTZIS ASSET MANAGEMENT, LLC
9,033,960
4.93%
FENIMORE ASSET MANAGEMENT INC
171,959,000
3.99%
Close Asset Management Ltd
94,821,000
3.97%
Triad Investment Management
3,191,070
3.87%
Select Equity Group, L.P.
1,017,620,000
3.62%
Clarkston Capital Partners, LLC
185,983,000
3.45%
BAR HARBOR TRUST SERVICES
10,893,000
3.29%
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
PINEBRIDGE INVESTMENTS, L.P.
25,633,200
TWINBEECH CAPITAL LP
15,692,400
OMERS ADMINISTRATION Corp
9,322,520
Tudor Investment Corp Et Al
6,571,280
OLD MISSION CAPITAL LLC
5,349,040
Ghisallo Capital Management LLC
5,034,590
Magnetar Financial LLC
4,136,470
Additions
Fund Name
% Increased
USA FINANCIAL FORMULAS
133,233
ACADIAN ASSET MANAGEMENT LLC
8,762
Credit Agricole S A
4,256
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
2,873
BENJAMIN F. EDWARDS & COMPANY, INC.
2,420
Thrivent Financial for Lutherans
1,856
Versor Investments LP
809
ExodusPoint Capital Management, LP
733
Reductions
Fund Name
% Reduced
Neo Ivy Capital Management
-99.58
Balyasny Asset Management L.P.
-97.87
ORG Partners LLC
-96.23
NATIXIS
-93.17
JANE STREET GROUP, LLC
-92.13
FIRST TRUST ADVISORS LP
-91.22
Lido Advisors, LLC
-90.68
Fortitude Family Office, LLC
-86.84
Sold off
Fund Name
$ Sold
JACOBS LEVY EQUITY MANAGEMENT, INC
-11,485,300
Weiss Multi-Strategy Advisers LLC
-4,245,000
EAGLE ASSET MANAGEMENT INC
-2,609,010
V Wealth Advisors LLC
-2,096,660
DARK FOREST CAPITAL MANAGEMENT LP
-1,785,600
Aigen Investment Management, LP
-1,689,430
LBP AM SA
-1,386,250
Dynamic Technology Lab Private Ltd
-1,332,000