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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 %
HW
351
Hancock Whitney
Mississippi
$2.53M +$2.53M +22,855 New
William Blair & Company
352
William Blair & Company
Illinois
$2.52M +$68.9K +621 +3%
BFM
353
Boothbay Fund Management
New York
$2.5M +$2.5M +22,565 New
IMRF
354
Illinois Municipal Retirement Fund
Illinois
$2.49M +$193K +1,737 +8%
PFA
355
Peak Financial Advisors
Colorado
$2.48M +$2.48M +22,400 New
WAM
356
Weiss Asset Management
Massachusetts
$2.47M +$2.47M +22,322 New
AF
357
Avanza Fonder
Sweden
$2.46M +$767K +6,915 +45%
SIC
358
Salem Investment Counselors
North Carolina
$2.44M – – –
BF
359
BOK Financial
Oklahoma
$2.4M +$717K +6,463 +43%
Northwestern Mutual Wealth Management
360
Northwestern Mutual Wealth Management
Wisconsin
$2.39M +$11.4K +103 +0.5%
CWG
361
C WorldWide Group
Denmark
$2.39M +$2.39M +21,518 New
IA
362
IFP Advisors
Florida
$2.38M -$415K -3,630 -15%
CGH
363
Crossmark Global Holdings
Texas
$2.35M -$144K -1,303 -6%
Bessemer Group
364
Bessemer Group
New Jersey
$2.34M +$52.8K +476 +2%
CAM
365
Cacti Asset Management
Georgia
$2.3M – – –
CFO
366
Callan Family Office
Pennsylvania
$2.27M +$1.48M +13,391 +189%
HH
367
Hilltop Holdings
Texas
$2.27M +$2.05M +18,468 +935%
CI
368
CX Institutional
Indiana
$2.23M -$15.3K -138 -0.7%
FT
369
Fiduciary Trust
Massachusetts
$2.22M +$297K +2,681 +15%
AIM
370
Aigen Investment Management
New York
$2.17M +$2.17M +19,592 New
MSU
371
Mizuho Securities USA
New York
$2.15M +$39.8K +359 +2%
PEAK6
372
PEAK6
Illinois
$2.13M +$2.13M +19,250 New
TWM
373
Trueblood Wealth Management
Ohio
$2.12M +$52.8K +476 +3%
TAF
374
Tredje AP-fonden
Sweden
$2.08M – – –
Lido Advisors
375
Lido Advisors
California
$2.08M +$1.37M +12,354 +193%
13 14
15
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