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Brown & Brown

929 hedge funds and large institutions have $29.5B invested in Brown & Brown in 2025 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 371 increasing their positions, 305 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 99

22% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 305

16.33% more ownership

Funds ownership: 76.62%92.96% (+16%)

14% more call options, than puts

Call options by funds: $40M | Put options by funds: $35M

8% more capital invested

Capital invested by funds: $27.3B → $29.5B (+$2.23B)

2% more funds holding

Funds holding: 908929 (+21)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

Holders
929
Holders Change
+21
Holders Change %
+2.31%
% of All Funds
12.23%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.37%
New
131
Increased
371
Reduced
305
Closed
99
Calls
$40M
Puts
$35M
Net Calls
+$5.03M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
376
Aigen Investment Management
New York
$2.17M +$2.2M +19,592 New
ES
377
Element Squared
Minnesota
$2.15M +$2.18M +19,401 New
MSU
378
Mizuho Securities USA
New York
$2.15M +$40.3K +359 +2%
PEAK6
379
PEAK6
Illinois
$2.13M +$2.16M +19,250 New
TWM
380
Trueblood Wealth Management
Ohio
$2.12M +$53.5K +476 +3%
TAF
381
Tredje AP-fonden
Sweden
$2.08M
Lido Advisors
382
Lido Advisors
California
$2.08M +$1.39M +12,354 +193%
TRSOTSOK
383
Teachers Retirement System of the State of Kentucky
Kentucky
$2.06M +$30.8K +274 +1%
FDS
384
Freedom Day Solutions
Texas
$2.05M +$2.08M +18,503 New
PFM
385
Patton Fund Management
Texas
$2.03M -$1.44M -12,799 -41%
EAM
386
Erste Asset Management
Austria
$2.03M +$2.08M +18,536 New
AI
387
Atom Investors
Texas
$2M +$2.02M +17,996 New
KNW
388
Kesler Norman & Wride
Utah
$1.97M -$42.6K -379 -2%
SLAM
389
Swiss Life Asset Management
$1.97M +$138K +1,228 +7%
PFS
390
Prospera Financial Services
Texas
$1.97M -$149K -1,325 -7%
ZIM
391
Zacks Investment Management
Illinois
$1.97M +$24.4K +217 +1%
OAM
392
Oppenheimer Asset Management
New York
$1.96M -$734K -6,535 -27%
CP
393
Cumberland Partners
Ontario, Canada
$1.94M +$1.97M +17,500 New
Schroder Investment Management Group
394
Schroder Investment Management Group
United Kingdom
$1.94M -$68.9K -613 -3%
AG
395
AmeriFlex Group
Nevada
$1.92M
Rockefeller Capital Management
396
Rockefeller Capital Management
New York
$1.92M -$236K -2,098 -11%
NIM
397
NEOS Investment Management
Connecticut
$1.91M +$401K +3,566 +26%
MGP
398
Metis Global Partners
California
$1.89M -$113K -1,008 -6%
LCM
399
Logan Capital Management
Pennsylvania
$1.88M +$1.9M +16,912 +105,700%
HIMCH
400
Hartford Investment Management Co (HIMCO)
Connecticut
$1.87M +$241K +2,148 +15%

BRO Hedge Fund Activity: Q2 2025 in Review

929 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q2 2025, worth a combined $29.5B — up 8.2% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new BRO positions and 99 closed out — a net gain of 32 holders — while 371 added to existing stakes and 305 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $888M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $239M sold.

  • 929 institutional investors held Brown & Brown (BRO) as of Q2 2025, up from 908 in Q1 2025.
  • Funds reported $29.5B of Brown & Brown stock for Q2 2025, up 8.2% quarter-over-quarter.
  • 131 funds opened new Brown & Brown positions in Q2 2025 and 99 closed out, a net change of +32 holders.
  • The largest Brown & Brown buyer in Q2 2025 was Fidelity Investments, an estimated $888M added.
  • The largest Brown & Brown seller in Q2 2025 was First Eagle Investment Management, an estimated $239M sold.

Based on aggregated 13F filings for Q2 2025.