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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 %
PTC
776
Private Trust Company
Ohio
$58.1K -$340K -3,071 -85%
OAJ
777
Ogorek Anthony Joseph
New York
$57K – – –
CVM
778
Cheviot Value Management
California
$56.2K – – –
CPBTD
779
Central Pacific Bank - Trust Division
Hawaii
$52.1K +$3.1K +28 +6%
CT
780
Colonial Trust
South Carolina
$51.7K – – –
HB
781
Horizon Bancorp
Indiana
$50K +$50K +454 New
IFS
782
Intelligent Financial Strategies
Minnesota
$49.3K – – –
MIFH
783
Migdal Insurance & Financial Holdings
Israel
$49K +$49K +446 New
TPCW
784
TD Private Client Wealth
New York
$48.3K +$13.6K +123 +39%
FPB
785
First PREMIER Bank
South Dakota
$47K – – –
TFIPS
786
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45.5K – – –
AAG
787
Armstrong Advisory Group
Massachusetts
$44.3K – – –
BHWM
788
Beaird Harris Wealth Management
Texas
$44.2K – – –
JFGIW
789
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.9K -$45.8K -413 -51%
RBI
790
Raiffeisen Bank International
Austria
$43.4K -$14.4K -133 -25%
TFM
791
TFC Financial Management
Massachusetts
$42.9K +$111 +1 +0.3%
GC
792
Garde Capital
Washington
$41.1K – – –
HWM
793
Hemington Wealth Management
Virginia
$40K +$2.51K +23 +7%
SS
794
SBI Securities
Japan
$38.1K -$12.2K -110 -24%
BGAI
795
Bruce G. Allen Investments
Colorado
$36.8K +$33.8K +305 +1,130%
SS
796
Sunbelt Securities
Texas
$30.6K – – –
DWM
797
Darwin Wealth Management
Florida
$30K -$55.4K -499 -65%
DJSG
798
D.J. St. Germain
Massachusetts
$29.6K +$22.2K +200 +299%
BCM
799
Bares Capital Management
Texas
$28.7K +$5.1K +46 +22%
SIS
800
Sound Income Strategies
Florida
$28.1K -$94K -848 -77%
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