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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 %
Millennium Management
51
Millennium Management
New York
$102M +$30.4M +274,330 +42%
UBS Group
52
UBS Group
Switzerland
$98.9M -$39M -352,054 -28%
Swiss National Bank
53
Swiss National Bank
Switzerland
$98.4M +$22.4M +202,200 +29%
Macquarie Group
54
Macquarie Group
Australia
$95.4M +$10.6M +96,030 +13%
CAM
55
Congress Asset Management
Massachusetts
$93.2M -$30M -270,233 -24%
TIA
56
Tandem Investment Advisors
South Carolina
$90.5M +$5.71M +51,468 +7%
Amundi
57
Amundi
France
$89.8M +$55.8M +517,915 +165%
Renaissance Technologies
58
Renaissance Technologies
New York
$89M +$69.9M +630,112 +364%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$84.4M +$19.7M +178,082 +31%
BGM
60
Burkehill Global Management
New York
$83.2M +$83.2M +750,000 New
SGM
61
Seven Grand Managers
New York
$83.2M +$83.2M +750,000 New
CCP
62
Clarkston Capital Partners
Michigan
$82.7M -$22.7M -204,725 -22%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$82.2M -$6.64M -59,899 -7%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$79.2M -$9.4M -84,803 -11%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$78.4M +$3.34M +30,128 +4%
NL
66
Nuveen LLC
North Carolina
$78.2M +$13.3M +119,611 +20%
PCM
67
Prana Capital Management
Connecticut
$77.7M +$77.7M +700,592 New
Adage Capital Partners
68
Adage Capital Partners
Massachusetts
$75M +$75M +676,700 New
First Trust Advisors
69
First Trust Advisors
Illinois
$71.4M -$1.33M -11,965 -2%
SEI Investments
70
SEI Investments
Pennsylvania
$70M +$3.14M +28,327 +5%
BBHC
71
Brown Brothers Harriman & Co
New York
$69.9M -$1.16M -10,503 -2%
Holocene Advisors
72
Holocene Advisors
New York
$67.2M +$67.2M +606,427 New
RG
73
Rathbones Group
United Kingdom
$65.4M +$20.3M +183,081 +45%
Mitsubishi UFJ Asset Management
74
Mitsubishi UFJ Asset Management
Japan
$65.1M +$12.8M +115,811 +25%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$64.7M +$52.7M +475,458 +439%
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