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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 %
AAS
426
Avantax Advisory Services
Texas
$1.48M +$170K +1,535 +13%
QIM
427
Quest Investment Management
Oregon
$1.48M +$1.48M +13,339 New
ET
428
Equitable Trust
Tennessee
$1.47M +$530K +4,776 +56%
CJ
429
Caitlin John
Michigan
$1.43M +$1.43M +12,917 New
LCM
430
Landscape Capital Management
New Jersey
$1.43M -$429K -3,865 -23%
CPA
431
Cathy Pareto & Associates
Florida
$1.41M – – –
BCI
432
Brinker Capital Investments
Pennsylvania
$1.39M +$267K +2,409 +24%
SEM
433
Suncoast Equity Management
Florida
$1.37M -$665K -6,001 -33%
PMWMG
434
Parr McKnight Wealth Management Group
Minnesota
$1.35M -$7.54K -68 -0.6%
NB
435
Norinchukin Bank
Japan
$1.35M +$89.3K +805 +7%
VIA
436
Virtus Investment Advisers
Connecticut
$1.34M -$157K -1,418 -10%
BFPW
437
BOK Financial Private Wealth
Colorado
$1.34M -$330K -2,975 -20%
CSI
438
Cross Staff Investments
New York
$1.33M – – –
WS
439
Wedbush Securities
California
$1.32M +$96.1K +867 +8%
GH
440
GAM Holding
Switzerland
$1.31M +$30.8K +278 +2%
Mercer Global Advisors
441
Mercer Global Advisors
Colorado
$1.3M -$15.6K -141 -1%
CIA
442
Compass Ion Advisors
Pennsylvania
$1.29M +$222 +2 +0%
PCP
443
Proficio Capital Partners
Massachusetts
$1.29M +$92K +830 +8%
EOJOAM
444
E. Ohman J:or Asset Management
Sweden
$1.28M +$122K +1,100 +11%
Focus Partners Wealth
445
Focus Partners Wealth
Massachusetts
$1.28M +$45.3K +409 +4%
BAMF
446
BI Asset Management Fondsmaeglerselskab
Denmark
$1.28M -$4.78M -43,089 -79%
IWC
447
Integrated Wealth Concepts
Massachusetts
$1.26M +$176K +1,591 +16%
AFG
448
Atomi Financial Group
New York
$1.25M +$161K +1,453 +15%
NMERB
449
New Mexico Educational Retirement Board
New Mexico
$1.23M – – –
ALMGDA
450
AG2R La Mondiale Gestion d'Actifs
France
$1.22M +$118K +1,066 +11%
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