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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 %
CB
501
Centennial Bank
Arkansas
$867K -$7.21K -65 -0.8%
JF
502
Jump Financial
Illinois
$864K -$10.1M -91,428 -92%
PAS
503
Park Avenue Securities
New York
$861K -$247K -2,228 -22%
HI
504
Horizon Investments
North Carolina
$857K +$480K +4,334 +127%
HAIM
505
Hunter Associates Investment Management
Pennsylvania
$842K -$464K -4,200 -36%
HCA
506
Hyperion Capital Advisors
New York
$832K – – –
HAS
507
Holland Advisory Services
Florida
$818K +$887 +8 +0.1%
CS
508
Cannell & Spears
New York
$815K -$19.2K -173 -2%
TC
509
TownSquare Capital
Utah
$812K -$8.81M -79,442 -92%
T. Rowe Price Investment Management
510
T. Rowe Price Investment Management
Maryland
$812K +$812K +7,320 New
FEG
511
Financial Enhancement Group
Indiana
$809K +$50.1K +469 +7%
IMCOOI
512
Investment Management Corp of Ontario (IMCO)
Canada
$796K +$33.3K +300 +4%
CA
513
CoreCap Advisors
Michigan
$792K +$652K +5,879 +464%
GFM
514
GF Fund Management
China
$791K +$230K +2,070 +41%
DFCM
515
Dark Forest Capital Management
Puerto Rico
$789K +$789K +7,117 New
VIG
516
Vienna Insurance Group
Poland
$776K -$376K -3,394 -33%
XWM
517
Xcel Wealth Management
Florida
$758K – – –
JWCA
518
J.W. Cole Advisors
Florida
$757K +$4.32K +39 +0.6%
OAM
519
Ostrum Asset Management
France
$753K -$436K -3,932 -37%
TPW
520
Talon Private Wealth
Florida
$747K – – –
SFSG
521
Sound Financial Strategies Group
Mississippi
$744K +$10.4K +94 +1%
NRI
522
NFP Retirement Inc
California
$743K +$2.55K +23 +0.3%
PWG
523
Portside Wealth Group
Utah
$742K -$196K -1,772 -21%
A
524
AlphaQuest
New York
$740K +$740K +6,675 New
MC
525
Moors & Cabot
Massachusetts
$739K -$1.44K -13 -0.2%
19 20
21
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