BRO icon

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 %
ATC
651
Argent Trust Co
Tennessee
$310K -$127K -1,146 -29%
JSSH
652
J. Safra Sarasin Holding
$310K -$2.21M -19,941 -88%
OIA
653
OneDigital Investment Advisors
Kansas
$309K +$309K +2,786 New
KFS
654
Kurt F. Somerville
$305K -$27.7K -250 -8%
CI
655
Cigna Investments
Connecticut
$304K +$27K +243 +10%
RWM
656
Ritholtz Wealth Management
New York
$304K +$76K +686 +33%
MFG
657
Merit Financial Group
Georgia
$303K +$16.6K +150 +6%
TAM
658
Trust Asset Management
Texas
$303K – – –
EL
659
EWA LLC
Pennsylvania
$302K +$1.89K +17 +0.6%
OCA
660
Otter Creek Advisors
Florida
$296K -$1.41M -12,716 -83%
PWP
661
Phillips Wealth Planners
Mississippi
$294K +$9.22K +86 +3%
WPC
662
Wedmont Private Capital
Pennsylvania
$293K -$34.7K -321 -11%
RFC
663
Regions Financial Corp
Alabama
$292K +$32.7K +295 +13%
AWM
664
Apollon Wealth Management
South Carolina
$290K -$17.3K -156 -6%
CGL
665
Clarius Group LLC
Washington
$286K -$776 -7 -0.3%
EH
666
Equitable Holdings
New York
$284K +$284K +2,565 New
II
667
Inspire Investing
Idaho
$284K -$998 -9 -0.4%
MGIA
668
Moneta Group Investment Advisors
Missouri
$280K +$2.66K +24 +1%
PA
669
Parallel Advisors
California
$278K +$11.4K +103 +4%
AWM
670
Angeles Wealth Management
California
$277K +$39.8K +359 +17%
MG
671
Mather Group
Illinois
$277K -$15.6K -141 -5%
AC
672
AXQ Capital
New Jersey
$274K +$274K +2,469 New
TWP
673
Tower Wealth Partners
Pennsylvania
$273K +$12K +108 +5%
CA
674
Callahan Advisors
Texas
$273K – – –
FIA
675
Foundations Investment Advisors
Arizona
$272K +$272K +2,455 New
25 26
27
28 29