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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 %
SO
526
STRS Ohio
Ohio
$730K +$730K +6,587 New
KRSITF
527
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$720K -$49.9K -450 -6%
STA
528
Summit Trail Advisors
New York
$715K +$715K +6,451 New
SFI
529
Siemens Fonds Invest
Germany
$700K +$72.8K +657 +12%
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$696K -$6.87K -62 -1%
MSA
531
MUFG Securities Americas
New York
$689K +$223K +2,010 +48%
OTL
532
Oak Thistle LLC
New York
$686K +$686K +6,188 New
RCM
533
Radnor Capital Management
Pennsylvania
$671K +$7.2K +65 +1%
OWP
534
ORG Wealth Partners
Texas
$666K +$4.58K +42 +0.7%
SBFM
535
S-Bank Fund Management
Finland
$665K -$220K -1,980 -25%
SIM
536
Studio Investment Management
Illinois
$654K -$12.2K -110 -2%
KAS
537
Kestra Advisory Services
Texas
$654K -$89.1K -804 -12%
RWP
538
RWA Wealth Partners
Massachusetts
$653K – – –
BAM
539
Blueshift Asset Management
New Jersey
$646K +$646K +5,826 New
BIG
540
Brooklyn Investment Group
New York
$641K +$524K +4,731 +450%
HWAM
541
Hennion & Walsh Asset Management
New Jersey
$637K +$637K +5,741 New
SFS
542
Sowell Financial Services
Arkansas
$624K -$9.98K -90 -2%
HIM
543
Hanlon Investment Management
New Jersey
$620K -$63.6K -574 -9%
GSEP
544
Golden State Equity Partners
California
$619K -$140K -1,265 -18%
SFG
545
SevenBridge Financial Group
Pennsylvania
$611K – – –
AF
546
Allworth Financial
California
$610K +$503K +4,539 +473%
MFA
547
Mayflower Financial Advisors
Massachusetts
$603K -$111 -1 -0%
NLP
548
Next Level Private
New York
$602K +$222 +2 +0%
AWA
549
Arkadios Wealth Advisors
Georgia
$599K -$173K -1,556 -22%
VWM
550
Venturi Wealth Management
Texas
$584K -$133K -1,204 -19%
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