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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 %
HFS
851
Hughes Financial Services
Virginia
$7.07K +$643 +7 +10%
TCA
852
Trifecta Capital Advisors
Illinois
$6.87K +$4.21K +38 +158%
CCMI
853
Creative Capital Management Investments
California
$6.76K +$6.76K +61 New
CTC
854
Central Trust Company
Missouri
$6.32K – – –
MCM
855
MV Capital Management
Maryland
$6.32K – – –
EPIM
856
Evelyn Partners Investment Management
$6.32K +$6.32K +467 New
AW
857
Avion Wealth
Texas
$6K +$1.09K +10 +22%
CSB
858
City State Bank
Iowa
$5.99K – – –
HHMI
859
Howard Hughes Medical Institute
Maryland
$5.65K +$5.65K +51 New
PWA
860
Principia Wealth Advisory
Texas
$5.54K +$4.66K +42 +525%
JGIA
861
Jackson Grant Investment Advisers
Connecticut
$5.32K – – –
AF
862
Advisornet Financial
Minnesota
$5.21K – – –
PWMG
863
Prestige Wealth Management Group
New Jersey
$5.1K – – –
BAM
864
Bellevue Asset Management
Washington
$5.1K -$333 -3 -6%
JFG
865
JDM Financial Group
Texas
$4.99K – – –
AWM
866
Activest Wealth Management
Florida
$4.88K -$443 -4 -8%
CPG
867
Cornerstone Planning Group
New Jersey
$4.77K +$2.02K +22 +73%
GWM
868
Geneos Wealth Management
Colorado
$4.44K +$444 +4 +11%
YP
869
YANKCOM Partnership
South Dakota
$4.43K +$4.43K +40 New
AWM
870
Abound Wealth Management
Tennessee
$4.32K – – –
DPW
871
DiNuzzo Private Wealth
Pennsylvania
$4.32K +$111 +1 +3%
S
872
Sachetta
Massachusetts
$4.21K – – –
AUB
873
Atlantic Union Bankshares
Virginia
$4.21K +$4.21K +38 New
TIM
874
Tortoise Investment Management
New York
$3.88K +$222 +2 +6%
CFO
875
CVA Family Office
Colorado
$3.77K -$2K -18 -35%
33 34
35
36 37