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Brown & Brown
BRO

Overview Fund Activity

908 hedge funds and large institutions have $29.4B invested in Brown & Brown in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 367 increasing their positions, 293 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+18
Holders Change %
+2.02%
% of All Funds
12.17%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.38%
New
132
Increased
367
Reduced
293
Closed
97
Calls
$40M
Puts
$35M
Net Calls
+$5.03M
Net Calls Change
-$10.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$876M
2
Citadel Advisors
Citadel Advisors
Florida
+$583M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$568M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$494M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$266M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$239M
2
Morgan Stanley
Morgan Stanley
New York
-$186M
3
CAM
Close Asset Management
United Kingdom
-$125M
4
Select Equity Group
Select Equity Group
New York
-$58.6M
5
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
-$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
226
Creative Planning
Kansas
$7.78M +$381K +3,433 +5%
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$7.72M +$54.1K +488 +0.7%
COPPSERS
228
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.62M +$1.6M +14,465 +27%
CNB
229
Czech National Bank
Czech Republic
$7.6M +$1.55M +13,999 +26%
IWA
230
IBEX Wealth Advisors
New Jersey
$7.48M -$73.3K -661 -1%
AQR Capital Management
231
AQR Capital Management
Connecticut
$7.45M +$3.77M +34,251 +102%
BTW
232
Boston Trust Walden
Massachusetts
$7.42M -$92.1K -831 -1%
Osaic Holdings
233
Osaic Holdings
Arizona
$7.03M +$454K +4,414 +7%
Los Angeles Capital Management
234
Los Angeles Capital Management
California
$6.96M -$19.3M -174,092 -74%
Zurich Cantonal Bank
235
Zurich Cantonal Bank
Switzerland
$6.82M +$1.34M +12,121 +25%
ATN
236
AMF Tjänstepension
Sweden
$6.8M +$6.8M +61,316 New
Retirement Systems of Alabama
237
Retirement Systems of Alabama
Alabama
$6.76M +$1.11M +9,977 +20%
BEI
238
Benjamin Edwards Inc
Missouri
$6.65M -$3M -27,035 -31%
Wealth Enhancement Advisory Services
239
Wealth Enhancement Advisory Services
Minnesota
$6.45M +$3.34M +30,714 +107%
NA
240
NewEdge Advisors
Louisiana
$6.39M +$4.29M +38,694 +204%
Public Sector Pension Investment Board (PSP Investments)
241
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.39M -$638K -5,756 -9%
LIM
242
Leavell Investment Management
Alabama
$6.37M -$72.5K -654 -1%
DnB Asset Management
243
DnB Asset Management
Norway
$6.34M +$1.29M +11,665 +26%
SFG
244
Stonebridge Financial Group
Pennsylvania
$6.16M -$76.4K -689 -1%
WAM
245
Wilson Asset Management
Australia
$6.04M -$9.87M -89,003 -62%
WorldQuant Millennium Advisors
246
WorldQuant Millennium Advisors
New York
$6M -$53.6M -483,440 -90%
Arrowstreet Capital
247
Arrowstreet Capital
Massachusetts
$5.89M +$5.58M +50,344 +1,825%
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$5.87M +$194K +1,751 +3%
II
249
IFM Investors
Australia
$5.79M +$854K +7,702 +17%
IP
250
Interval Partners
New York
$5.74M +$5.74M +51,763 New
8 9
10
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