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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 %
Capital Fund Management (CFM)
276
Capital Fund Management (CFM)
France
$4.5M +$4.5M +40,621 New
ZP
277
Zimmer Partners
New York
$4.48M +$4.48M +40,385 New
SAM
278
Silphium Asset Management
United Kingdom
$4.46M -$953K -8,600 -18%
Bank Julius Baer & Co
279
Bank Julius Baer & Co
Switzerland
$4.42M -$962K -8,673 -18%
Cetera Investment Advisers
280
Cetera Investment Advisers
Illinois
$4.37M -$497K -4,487 -10%
DWA
281
Dorsey Wright & Associates
California
$4.34M +$200K +1,807 +5%
HighTower Advisors
282
HighTower Advisors
Illinois
$4.33M -$122K -1,098 -3%
Fuller & Thaler Asset Management
283
Fuller & Thaler Asset Management
California
$4.21M +$1.21M +10,901 +40%
AI
284
Atria Investments
North Carolina
$4.18M +$2.55K +23 +0.1%
BNP Paribas Asset Management
285
BNP Paribas Asset Management
France
$4.12M -$321K -2,898 -7%
LCM
286
Laurion Capital Management
New York
$4.06M +$4.06M +36,654 New
Daiwa Securities Group
287
Daiwa Securities Group
Japan
$4.01M +$232K +2,096 +6%
DC
288
Davenport & Co
Virginia
$4M -$992K -8,950 -20%
FCM
289
FJ Capital Management
Virginia
$3.99M +$3.99M +35,958 New
CCA
290
Catalyst Capital Advisors
New York
$3.98M -$181K -1,634 -4%
QT
291
Quantbot Technologies
New York
$3.97M +$2.88M +25,987 +264%
IF
292
Integrity Financial
Wyoming
$3.97M +$111 +1 +0%
CWM
293
CIBC World Markets
New York
$3.97M +$763K +6,885 +24%
WP
294
WealthPLAN Partners
Nebraska
$3.96M -$1.67M -15,084 -30%
FNA
295
First National Advisers
Nebraska
$3.91M -$2.33K -21 -0.1%
TF
296
Threadgill Financial
Texas
$3.89M +$54.2K +488 +1%
SAA
297
Southeast Asset Advisors
Georgia
$3.78M -$19.4K -175 -0.5%
Mirae Asset Global Investments
298
Mirae Asset Global Investments
South Korea
$3.76M +$103K +929 +3%
SF
299
Summit Financial
New Jersey
$3.75M -$176K -1,585 -4%
LFS
300
Legacy Financial Strategies
Kansas
$3.75M -$221K -1,991 -6%
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