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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 %
CSP
751
Cary Street Partners
Virginia
$103K +$39.1K +353 +61%
HT
752
Headlands Technologies
Illinois
$100K +$100K +902 New
MPWT
753
MassMutual Private Wealth & Trust
Connecticut
$98.7K +$19.5K +176 +25%
BTI
754
Blue Trust Inc
Georgia
$96.2K -$14.9K -134 -13%
MSE
755
MUFG Securities EMEA
United Kingdom
$91.8K +$91.8K +828 New
OCM
756
Orion Capital Management
California
$89.5K – – –
AGWCA
757
Annis Gardner Whiting Capital Advisors
Florida
$88.5K -$7.2K -65 -8%
PFBT
758
Parkside Financial Bank & Trust
Missouri
$86.8K +$998 +9 +1%
WSFS
759
Wilmington Savings Fund Society
Delaware
$86.4K +$222 +2 +0.3%
PPC
760
Park Place Capital
Alabama
$84.5K -$19.7K -181 -19%
VCM
761
Versant Capital Management
Arizona
$81.5K +$333 +3 +0.4%
CH
762
Cromwell Holdings
Wyoming
$80.2K +$1.11K +10 +1%
C
763
Covestor
United Kingdom
$75K -$28.8K -260 -28%
GCM
764
Gables Capital Management
Florida
$74.1K – – –
SIM
765
Sentry Investment Management
Wisconsin
$73K – – –
CBT
766
Crews Bank & Trust
Florida
$72.6K – – –
AssetMark Inc
767
AssetMark Inc
California
$69.1K +$45.2K +408 +190%
EB
768
Eastern Bank
Massachusetts
$68.5K +$50.2K +453 +275%
OL
769
OneFund LLC
Florida
$68K +$68K +617 New
GWSG
770
GPS Wealth Strategies Group
Colorado
$65.3K – – –
TWC
771
TD Waterhouse Canada
Ontario, Canada
$60K -$1.66M -15,238 -97%
GIM
772
Generali Investments Management
Slovenia
$60K +$60K +542 New
AAP
773
Arax Advisory Partners
Colorado
$59.1K +$350 +3 +0.6%
SAM
774
Smartleaf Asset Management
Massachusetts
$58.8K -$23.1K -211 -28%
ADL
775
Asset Dedication LLC
California
$58.2K +$2.11K +19 +4%
29 30
31
32 33