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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 %
CWP
401
Cyndeo Wealth Partners
Florida
$1.73M +$151K +1,363 +10%
Wealthfront Advisers
402
Wealthfront Advisers
California
$1.71M +$244K +2,200 +17%
KRS
403
Kentucky Retirement Systems
Kentucky
$1.7M -$111K -1,003 -6%
KeyBank National Association
404
KeyBank National Association
Ohio
$1.69M -$207K -1,869 -11%
GT
405
Greenleaf Trust
Michigan
$1.69M -$24.1K -217 -1%
M&T Bank
406
M&T Bank
New York
$1.68M +$55.8K +503 +3%
PAM
407
Panagora Asset Management
Massachusetts
$1.68M -$1.29M -11,630 -43%
CL
408
Choreo LLC
Illinois
$1.67M -$1.57M -14,123 -48%
FCM
409
Fairbanks Capital Management
California
$1.65M +$104K +938 +7%
CIA
410
Capital Investment Advisors
Georgia
$1.64M -$75.6K -682 -4%
LSERS
411
Louisiana State Employees Retirement System
Louisiana
$1.64M +$222K +2,000 +16%
NWMG
412
Nicholson Wealth Management Group
South Carolina
$1.64M +$25.5K +230 +2%
QC
413
Quadrature Capital
United Kingdom
$1.63M +$1.63M +14,746 New
SAM
414
Securian Asset Management
Minnesota
$1.63M +$245K +2,214 +18%
Envestnet Portfolio Solutions
415
Envestnet Portfolio Solutions
Illinois
$1.59M +$619K +5,584 +64%
SG Americas Securities
416
SG Americas Securities
New York
$1.59M -$26.5K -239 -2%
ECM
417
Everence Capital Management
Indiana
$1.58M – – –
AWM
418
AE Wealth Management
Kansas
$1.58M -$391K -3,528 -20%
Simplex Trading
419
Simplex Trading
Illinois
$1.58M +$1.54M +13,876 +4,167%
HWM
420
HB Wealth Management
Georgia
$1.55M +$60.5K +546 +4%
GWM
421
Gibbs Wealth Management
Georgia
$1.54M +$1.54M +13,870 New
IG
422
ING Group
Netherlands
$1.5M +$323K +2,910 +27%
SW
423
SlateStone Wealth
Florida
$1.49M -$5.54K -50 -0.4%
HIS
424
Harvest Investment Services
Illinois
$1.49M +$1.49M +13,441 New
MSRPS
425
Maryland State Retirement & Pension System
Maryland
$1.49M +$247K +2,232 +20%
15 16
17
18 19