BRO icon

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 %
MAM
26
Madison Asset Management
Wisconsin
$226M -$2.07M -18,668 -0.9%
UBS AM
27
UBS AM
Illinois
$212M +$36.6M +330,152 +21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
28
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$192M +$192M +1,733,350 +61,271%
Deutsche Bank
29
Deutsche Bank
Germany
$181M +$67.3M +606,883 +59%
Charles Schwab
30
Charles Schwab
California
$180M +$27.4M +246,743 +18%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$172M +$1.8M +16,206 +1%
Boston Partners
32
Boston Partners
Massachusetts
$171M +$171M +1,544,503 New
CIC
33
Chilton Investment Company
Connecticut
$166M +$45.9M +413,993 +38%
Royal London Asset Management
34
Royal London Asset Management
United Kingdom
$160M -$31.6M -285,109 -16%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$158M +$1.75M +15,760 +1%
ProShare Advisors
36
ProShare Advisors
Maryland
$156M -$29M -261,566 -16%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$152M +$4.5M +40,593 +3%
Handelsbanken Fonder
38
Handelsbanken Fonder
Sweden
$140M -$6.03M -54,400 -4%
Kayne Anderson Rudnick Investment Management
39
Kayne Anderson Rudnick Investment Management
California
$137M -$42.8M -386,093 -24%
FGP
40
Freestone Grove Partners
California
$127M +$127M +1,144,514 New
Raymond James Financial
41
Raymond James Financial
Florida
$126M -$3.77M -34,035 -3%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$125M +$19.1M +172,358 +18%
Legal & General Group
43
Legal & General Group
United Kingdom
$124M -$515K -4,647 -0.4%
WP
44
Woodline Partners
California
$120M +$120M +1,079,076 New
GC
45
Gobi Capital
California
$117M -$1.02M -9,233 -0.9%
SFM
46
Soros Fund Management
New York
$111M +$111M +1,000,000 New
JG
47
Jain Global
New York
$111M +$111M +997,801 New
Assenagon Asset Management
48
Assenagon Asset Management
Luxembourg
$106M +$35.9M +323,733 +51%
Two Sigma Investments
49
Two Sigma Investments
New York
$105M +$105M +945,650 New
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$102M -$16.3M -146,589 -14%
1
2
3 4 5