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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 %
RWM
576
Revisor Wealth Management
Ohio
$489K +$32.4K +299 +7%
AWM
577
Axxcess Wealth Management
California
$488K +$16.9K +152 +4%
CW
578
CreativeOne Wealth
Kansas
$487K +$180K +1,627 +59%
WA
579
Waverly Advisors
Alabama
$487K +$4.55K +41 +0.9%
WG
580
Winton Group
United Kingdom
$487K +$487K +4,391 New
AA
581
Apriem Advisors
California
$482K – – –
DILIC
582
Dai-ichi Life Insurance Company
Japan
$471K – – –
GIA
583
Gateway Investment Advisers
Ohio
$471K -$7.43K -67 -2%
PAG
584
Private Advisor Group
New Jersey
$467K -$356K -3,208 -43%
AV
585
ASR Vermogensbeheer
Netherlands
$467K -$2.55K -23 -0.5%
TPI
586
Trust Point Inc
Wisconsin
$466K -$187K -1,689 -29%
PP
587
Prudential plc
United Kingdom
$464K -$1.3M -11,743 -74%
BCM
588
Boreal Capital Management
Florida
$460K +$460K +4,153 New
MIC
589
Means Investment Company
Maine
$460K – – –
TRCT
590
Tower Research Capital (TRC)
New York
$459K -$811K -7,311 -64%
GVAG
591
Great Valley Advisor Group
Delaware
$459K -$272K -2,458 -37%
PFM
592
Phillips Financial Management
Indiana
$458K +$1.77K +16 +0.4%
WTB
593
Washington Trust Bank
Washington
$451K -$79.1K -713 -15%
Brown Advisory
594
Brown Advisory
Maryland
$451K -$20K -180 -4%
BAM
595
Belpointe Asset Management
Nevada
$450K +$22.4K +202 +5%
BMWM
596
Brown Miller Wealth Management
Virginia
$449K -$113K -1,017 -20%
O
597
Ossiam
France
$445K -$60.6K -547 -12%
LNWWM
598
Laird Norton Wetherby Wealth Management
California
$444K +$444K +4,007 New
PTC
599
Petrus Trust Company
Texas
$439K +$439K +3,964 New
ST
600
Somerset Trust
Pennsylvania
$431K -$6.43K -58 -1%
22 23
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