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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 %
KWM
551
Kingsview Wealth Management
Oregon
$584K +$12.6K +114 +2%
APWM
552
Argonautica Private Wealth Management
Massachusetts
$583K -$3.55K -32 -0.6%
AG
553
Ascent Group
Virginia
$580K -$63.6K -574 -10%
AO
554
Advisor OS
Illinois
$580K -$16.5K -149 -3%
MA
555
MJP Associates
Connecticut
$579K -$15.1K -136 -3%
VT
556
Vise Technologies
New York
$577K +$577K +5,201 New
HCM
557
Howland Capital Management
Massachusetts
$576K – – –
AA
558
Advisory Alpha
Michigan
$575K +$121K +1,093 +27%
VI
559
Vestcor Inc
New Brunswick, Canada
$575K +$101K +910 +21%
LCWP
560
Legacy Capital Wealth Partners
Arkansas
$575K -$17.3K -156 -3%
SIM
561
Sandia Investment Management
Massachusetts
$554K +$554K +5,000 New
Fayez Sarofim & Co
562
Fayez Sarofim & Co
Texas
$554K +$23.1K +208 +4%
GXJ
563
Global X Japan
Japan
$554K -$79.7K -719 -13%
Vontobel Holding
564
Vontobel Holding
Switzerland
$532K +$15.3K +138 +3%
GWP
565
Gen-Wealth Partners
Michigan
$525K – – –
FFM
566
Forum Financial Management
Illinois
$524K +$1.55K +14 +0.3%
JSW
567
Journey Strategic Wealth
New Jersey
$518K +$18K +162 +4%
MYIA
568
Mount Yale Investment Advisors
Colorado
$514K -$244K -2,205 -32%
FCP
569
Fidelis Capital Partners
Florida
$512K +$32K +349 +7%
FPCG
570
Forum Private Client Group
Indiana
$509K +$776 +7 +0.2%
KA
571
Klingman & Associates
New York
$499K +$6.65K +60 +1%
MP
572
Moment Partners
California
$498K +$7.98K +72 +2%
BBVA
573
Banco Bilbao Vizcaya Argentaria
Spain
$494K -$72.1K -650 -13%
CRC
574
Curi RMB Capital
Illinois
$492K +$492K +4,441 New
ATPW
575
Ashton Thomas Private Wealth
Arizona
$490K +$124K +1,118 +34%
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