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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 %
JF
451
JSF Financial
California
$1.21M +$60.4K +545 +5%
CCM
452
Chaney Capital Management
Washington
$1.2M – – –
SAM
453
Strategy Asset Managers
California
$1.2M -$31.8K -287 -3%
TCM
454
Tributary Capital Management
Nebraska
$1.2M -$72.5K -654 -6%
SMF
455
Scott Marsh Financial
Utah
$1.18M +$1.18M +10,656 New
MFG
456
Monte Financial Group
Connecticut
$1.17M +$15.5K +140 +1%
FDCDDQ
457
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.17M +$26.1K +235 +2%
PWP
458
Parkwoods Wealth Partners
New York
$1.17M – – –
EGM
459
Engineers Gate Manager
New York
$1.14M +$1.14M +10,260 New
SQA
460
Simon Quick Advisors
New Jersey
$1.12M -$54.2K -489 -5%
RCA
461
Resonant Capital Advisors
Wisconsin
$1.11M +$71.6K +646 +7%
BAAM
462
Baker Avenue Asset Management
California
$1.11M -$95.1K -858 -8%
HAM
463
Harmony Asset Management
Arizona
$1.11M +$28.9K +261 +3%
AIM
464
Access Investment Management
Georgia
$1.11M +$1.11M +10,000 New
SFA
465
Sequoia Financial Advisors
Ohio
$1.09M +$402K +3,630 +59%
MFS
466
Mirabella Financial Services
United Kingdom
$1.08M -$10.6M -95,106 -91%
EWA
467
EP Wealth Advisors
California
$1.08M +$69.4K +626 +7%
CIA
468
Concurrent Investment Advisors
Florida
$1.07M -$31.5K -284 -3%
BMSSC
469
B. Metzler seel. Sohn & Co
Germany
$1.07M +$391K +3,529 +58%
MCM
470
Manchester Capital Management
Vermont
$1.06M -$37.9K -342 -3%
OAM
471
Occidental Asset Management
California
$1.05M -$6.54K -59 -0.6%
TFS
472
Thoroughbred Financial Services
Tennessee
$1.05M +$1.05M +9,441 New
ACA
473
Aptus Capital Advisors
Alabama
$1.03M +$1.44K +13 +0.1%
GT
474
Glenview Trust
Kentucky
$1.03M -$25.8K -233 -2%
GC
475
Gilbert & Cook
Iowa
$1.03M -$29.8K -269 -3%
17 18
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