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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 %
BFO
676
Boston Family Office
Massachusetts
$269K +$8.86K +80 +3%
NP
677
NorthRock Partners
Minnesota
$268K -$12.1K -109 -4%
CFM
678
Catalyst Funds Management
Australia
$266K +$266K +2,400 New
CF
679
Copperwynd Financial
Arizona
$265K +$15.1K +136 +6%
CP
680
Covenant Partners
Tennessee
$264K – – –
TIA
681
Tiemann Investment Advisors
California
$264K – – –
MCA
682
MSH Capital Advisors
Arizona
$264K +$443 +4 +0.2%
LFAS
683
Level Four Advisory Services
Texas
$263K +$36.1K +326 +16%
WANY
684
Wealthspire Advisors (New York)
New York
$263K +$28.8K +260 +12%
CC
685
Corton Capital
Ontario, Canada
$259K +$259K +2,337 New
TAM
686
Tocqueville Asset Management
New York
$258K – – –
NS
687
NBC Securities
Alabama
$256K – – –
MSAM
688
Moloney Securities Asset Management
Missouri
$255K – – –
EPIMS
689
Evelyn Partners Investment Management Services
$254K +$246K +2,505 +3,093%
BWP
690
Burling Wealth Partners
Illinois
$253K -$20.6K -186 -8%
TFA
691
Trinity Financial Advisors
Ohio
$253K – – –
FB
692
Fulton Bank
Pennsylvania
$251K +$3.44K +31 +1%
VCM
693
Voleon Capital Management
California
$250K +$250K +2,259 New
KPWS
694
Kestra Private Wealth Services
Texas
$248K -$514K -4,633 -67%
AWS
695
Atria Wealth Solutions
New York
$248K +$248K +2,239 New
QCG
696
Quadrant Capital Group
Ohio
$246K +$5.32K +48 +2%
TWM
697
Tradition Wealth Management
Minnesota
$245K +$998 +9 +0.4%
MMA
698
Mizuho Markets Americas
New York
$243K -$1.02M -9,221 -81%
KCPG
699
Kavar Capital Partners Group
Kansas
$243K – – –
MPM
700
MBB Public Markets
Illinois
$238K -$54K -487 -18%
26 27
28
29 30