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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 %
KCM
626
Kathmere Capital Management
Pennsylvania
$374K +$998 +9 +0.3%
UCFA
627
United Capital Financial Advisors
Texas
$373K -$14.7K -133 -4%
GL
628
Graypoint LLC
New York
$371K +$15.5K +140 +4%
SCA
629
Stonebridge Capital Advisors
Minnesota
$367K -$2.55K -23 -0.7%
ETC
630
Exchange Traded Concepts
Oklahoma
$366K +$312K +2,817 +578%
BFA
631
Brendel Financial Advisors
New Hampshire
$363K -$3.41M -30,836 -90%
AIM
632
Anchor Investment Management
South Carolina
$360K – – –
BTWM
633
Baker Tilly Wealth Management
Wisconsin
$355K -$354K -3,195 -50%
SOS
634
Silver Oak Securities
Tennessee
$353K -$229K -2,068 -39%
LWAM
635
Legacy Wealth Asset Management
Minnesota
$346K -$61.1K -551 -15%
OF
636
Optimize Financial
California
$345K -$2.44K -22 -0.7%
KWA
637
Kingswood Wealth Advisors
California
$342K +$10.9K +98 +3%
FRA
638
Frank Rimerman Advisors
California
$338K -$55.1K -497 -14%
BC
639
Burney Company
Virginia
$331K -$13.9K -125 -4%
HFM
640
Harvest Fund Management
China
$330K -$668K -6,022 -67%
AWAU
641
Alliance Wealth Advisors (Utah)
Utah
$330K -$83K -749 -20%
RS
642
R Squared
Hong Kong
$327K +$327K +2,948 New
FFA
643
Farther Finance Advisors
California
$326K -$19.5K -176 -6%
Hudson Bay Capital Management
644
Hudson Bay Capital Management
Connecticut
$325K +$325K +2,931 New
SC
645
Sepio Capital
Utah
$324K -$960K -8,662 -75%
OA
646
Operose Advisors
Wisconsin
$322K – – –
CIS
647
Custom Index Systems
New York
$320K +$138K +1,247 +76%
MWM
648
Mattern Wealth Management
Kansas
$319K – – –
TSWM
649
Triangle Securities Wealth Management
North Carolina
$317K +$317K +2,861 New
NWAG
650
Net Worth Advisory Group
Utah
$311K +$12.8K +115 +4%
24 25
26
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