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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 %
Pacer Advisors
301
Pacer Advisors
Pennsylvania
$3.69M +$721K +6,501 +24%
IAA
302
Independent Advisor Alliance
North Carolina
$3.69M -$52K -469 -1%
CIG
303
CHB Investment Group
Pennsylvania
$3.64M +$383K +3,458 +12%
LPCM
304
Lynwood Price Capital Management
Texas
$3.64M +$3.64M +32,800 New
Axa
305
Axa
France
$3.62M +$25.4K +229 +0.7%
MOS
306
MGO One Seven
Ohio
$3.62M +$1.69M +15,277 +88%
NYLIM
307
New York Life Investment Management
New York
$3.59M +$67.6K +610 +2%
NAM
308
Nissay Asset Management
Japan
$3.54M +$74.8K +675 +2%
SMDAM
309
Sumitomo Mitsui DS Asset Management
Japan
$3.5M +$164K +1,479 +5%
SOADOR
310
State of Alaska Department of Revenue
Alaska
$3.49M +$408K +3,680 +13%
MCM
311
Mitchell Capital Management
Kansas
$3.42M +$1.41M +13,534 +70%
FA
312
Faithward Advisors
Pennsylvania
$3.41M +$106K +953 +3%
USCWA
313
U.S. Capital Wealth Advisors
Texas
$3.41M +$3.41M +30,749 New
N
314
Numerai
California
$3.37M -$55.4K -500 -2%
JWM
315
Jackson Wealth Management
Florida
$3.34M -$66.8K -602 -2%
SPIA
316
Steward Partners Investment Advisory
New York
$3.33M +$160K +1,442 +5%
BPIM
317
Brant Point Investment Management
New York
$3.33M +$3.33M +30,000 New
BHCM
318
Brevan Howard Capital Management
Jersey
$3.29M +$3.29M +29,716 New
EI
319
Ethic Inc
New York
$3.29M +$195K +1,784 +6%
EFP
320
Elser Financial Planning
Indiana
$3.28M -$665 -6 -0%
EF
321
Empowered Funds
Pennsylvania
$3.27M -$1.64M -14,810 -33%
PIM
322
Penobscot Investment Management
Massachusetts
$3.25M +$21.6K +195 +0.7%
BCM
323
Brookstone Capital Management
Illinois
$3.24M +$2.37M +21,384 +271%
VNIM
324
Vaughan Nelson Investment Management
Texas
$3.23M -$3.53M -31,800 -52%
VPIM
325
Vanguard Personalized Indexing Management
California
$3.18M +$356K +3,203 +13%
11 12
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