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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 %
TRSOTSOK
376
Teachers Retirement System of the State of Kentucky
Kentucky
$2.07M +$30.4K +274 +1%
FDS
377
Freedom Day Solutions
Texas
$2.05M +$2.05M +18,503 New
PFM
378
Patton Fund Management
Texas
$2.03M -$1.42M -12,799 -41%
EAM
379
Erste Asset Management
Austria
$2.03M +$2.03M +18,536 New
AI
380
Atom Investors
Texas
$2M +$2M +17,996 New
KNW
381
Kesler Norman & Wride
Utah
$1.97M -$42K -379 -2%
PFS
382
Prospera Financial Services
Texas
$1.97M -$147K -1,325 -7%
ZIM
383
Zacks Investment Management
Illinois
$1.97M +$24.1K +217 +1%
OAM
384
Oppenheimer Asset Management
New York
$1.96M -$725K -6,535 -27%
CP
385
Cumberland Partners
Ontario, Canada
$1.94M +$1.94M +17,500 New
Schroder Investment Management Group
386
Schroder Investment Management Group
United Kingdom
$1.94M -$68K -613 -3%
AG
387
AmeriFlex Group
Nevada
$1.92M – – –
Rockefeller Capital Management
388
Rockefeller Capital Management
New York
$1.92M -$233K -2,098 -11%
NIM
389
NEOS Investment Management
Connecticut
$1.91M +$395K +3,566 +26%
MGP
390
Metis Global Partners
California
$1.89M -$112K -1,008 -6%
LCM
391
Logan Capital Management
Pennsylvania
$1.88M +$1.88M +16,912 +105,700%
HIMCH
392
Hartford Investment Management Co (HIMCO)
Connecticut
$1.87M +$238K +2,148 +15%
AIP
393
Ameritas Investment Partners
Nebraska
$1.85M -$39.7K -358 -2%
GIM
394
Glenmede Investment Management
Pennsylvania
$1.84M +$1.84M +16,576 New
EWM
395
Evermay Wealth Management
Virginia
$1.83M – – –
WCM
396
Wedge Capital Management
North Carolina
$1.83M -$215K -1,939 -11%
Cambridge Investment Research Advisors
397
Cambridge Investment Research Advisors
Iowa
$1.8M -$258K -2,330 -13%
DKCM
398
Davidson Kahn Capital Management
California
$1.76M +$47.9K +431 +3%
I
399
InceptionR
California
$1.76M +$125K +1,131 +8%
GIBU
400
Gulf International Bank (UK)
United Kingdom
$1.74M +$215K +1,937 +14%
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