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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 %
FNWA
826
Financial Network Wealth Advisors
Utah
$14.9K -$1.33K -12 -8%
RA
827
Rise Advisors
New York
$14.3K – – –
CFD
828
Creative Financial Designs
Indiana
$13.8K +$1.11K +10 +9%
AWM
829
Accredited Wealth Management
Kentucky
$13.7K – – –
FMII
830
Farmers & Merchants Investments Inc
Nebraska
$13.3K +$554 +5 +4%
PWMG
831
Private Wealth Management Group
New Jersey
$12.5K +$3.11K +28 +33%
TF
832
Tompkins Financial
New York
$12.3K +$12.3K +111 New
NC
833
NewSquare Capital
Pennsylvania
$12.1K -$776 -7 -6%
WA
834
Whipplewood Advisors
Colorado
$11.9K -$9.76K -88 -45%
IUHSA
835
Itau Unibanco Holding S.A.
Brazil
$11.8K -$1.77K -16 -13%
SWM
836
Spire Wealth Management
Virginia
$11.1K -$115K -1,041 -91%
HWA
837
HHM Wealth Advisors
Tennessee
$11.1K – – –
DSC
838
Duncker Streett & Co
Missouri
$10.3K – – –
SO
839
Sierra Ocean
California
$10K – – –
WIM
840
Westside Investment Management
California
$9.91K +$9.91K +91 New
GWS
841
Greykasell Wealth Strategies
California
$9.76K – – –
MIM
842
MTM Investment Management
South Carolina
$9.42K +$9.42K +85 New
CWA
843
Carolina Wealth Advisors
South Carolina
$9.31K – – –
FFO
844
Fortitude Family Office
Arizona
$8.87K +$2.55K +23 +40%
GC
845
GFG Capital
Florida
$8.09K +$8.09K +73 New
PSFG
846
Park Square Financial Group
Georgia
$7.98K – – –
MEG
847
Millstone Evans Group
Colorado
$7.87K -$3.44K -31 -30%
CWM
848
Copia Wealth Management
Oregon
$7.76K – – –
FPF
849
First Pacific Financial
Washington
$7.54K +$2.66K +24 +55%
T
850
Transce3nd
Texas
$7.32K -$333 -3 -4%
32 33
34
35 36