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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 %
NP
476
Nilsine Partners
Colorado
$1.03M +$1.03M +9,259 New
QI
477
Qtron Investments
Massachusetts
$1.02M – – –
PS
478
Principal Securities
Iowa
$1.02M -$5.1K -46 -0.5%
TMAM
479
Tokio Marine Asset Management
Japan
$1.01M +$89.6K +808 +10%
VA
480
Vident Advisory
Georgia
$1M +$74.3K +670 +8%
ALA
481
Atlas Legacy Advisors
California
$1M +$204K +1,840 +26%
PIWA
482
Prevail Innovative Wealth Advisors
Kansas
$998K -$498K -4,491 -33%
BJL
483
Brighton Jones LLC
Washington
$995K -$36K -325 -3%
XT
484
XTX Topco
Cayman Islands
$992K +$992K +8,943 New
NMIMC
485
Northwestern Mutual Investment Management Company
Wisconsin
$991K +$155K +1,394 +18%
GI
486
GAMMA Investing
California
$991K -$1.11K -10 -0.1%
NG
487
Norden Group
Utah
$987K -$214K -1,933 -18%
BPCE
488
Bank Pictet & Cie (Europe)
Germany
$986K – – –
CB
489
Commerce Bank
Missouri
$982K -$6.32K -57 -0.6%
FDP
490
Financiere des Professionnels
Quebec, Canada
$970K -$251K -2,267 -21%
Canada Pension Plan Investment Board
491
Canada Pension Plan Investment Board
Ontario, Canada
$922K -$525K -4,736 -36%
BOTPPF
492
Board of the Pension Protection Fund
United Kingdom
$920K +$166K +1,500 +22%
WLG
493
Williamson Legacy Group
Indiana
$920K +$920K +8,296 New
EAM
494
Eschler Asset Management
United Kingdom
$917K +$917K +8,275 New
KSWWM
495
Keyes Stange & Wooten Wealth Management
Florida
$917K – – –
SL
496
SFM LLC
New Hampshire
$903K +$703K +6,344 +353%
CIS
497
Capital International Sarl
California
$890K +$77.6K +700 +10%
DWM
498
Dakota Wealth Management
Florida
$889K +$889K +8,022 New
IIC
499
Integrated Investment Consultants
Michigan
$883K -$86.9K -784 -9%
Fifth Third Bancorp
500
Fifth Third Bancorp
Ohio
$876K +$121K +1,093 +16%
18 19
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