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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 %
CCM
326
Coldstream Capital Management
Washington
$3.11M -$15.3K -138 -0.5%
NAAA
327
New Age Alpha Advisors
New York
$3.09M -$366K -3,297 -11%
AM
328
AGF Management
Ontario, Canada
$3.06M +$452K +4,075 +17%
MML Investors Services
329
MML Investors Services
Massachusetts
$3.05M -$93.4K -842 -3%
ASN
330
Advisory Services Network
Georgia
$3.04M -$1.75M -19,178 -37%
CL
331
CIM LLC
New York
$3.02M +$192K +1,730 +7%
IIC
332
Ironwood Investment Counsel
Arizona
$3M -$2.77K -25 -0.1%
WAP
333
Wealthcare Advisory Partners
Pennsylvania
$2.92M -$72.6K -655 -2%
RC
334
Roundview Capital
New Jersey
$2.9M +$289K +2,603 +11%
QCM
335
QRG Capital Management
Illinois
$2.86M +$278K +2,507 +11%
UM
336
UniSuper Management
Australia
$2.86M +$173K +1,560 +6%
CIC
337
Crawford Investment Counsel
Georgia
$2.85M -$480K -4,328 -14%
SC
338
Savant Capital
Illinois
$2.8M -$119K -1,070 -4%
Mirae Asset Global ETFs Holdings
339
Mirae Asset Global ETFs Holdings
Hong Kong
$2.8M +$133K +1,202 +5%
CCA
340
Covey Capital Advisors
Georgia
$2.78M -$448K -4,042 -14%
DLCIG
341
D.L. Carlson Investment Group
New Hampshire
$2.76M -$1.39M -12,580 -34%
SI
342
Stephens Inc
Arkansas
$2.75M +$11.9K +107 +0.4%
PAM
343
Peninsula Asset Management
Florida
$2.72M +$20.5K +185 +0.8%
PI
344
PineBridge Investments
New York
$2.69M +$2.69M +24,301 New
OPERF
345
Oregon Public Employees Retirement Fund
Oregon
$2.67M +$410K +3,700 +18%
Pathstone Holdings
346
Pathstone Holdings
New Jersey
$2.67M +$40.5K +365 +2%
HA
347
Harbor Advisors
Florida
$2.66M – – –
DADC
348
D.A. Davidson & Co
Montana
$2.61M -$634K -5,714 -20%
AIM
349
Achmea Investment Management
Netherlands
$2.6M +$234K +2,110 +10%
Mackenzie Financial
350
Mackenzie Financial
Ontario, Canada
$2.55M -$8.55M -77,074 -77%
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