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Brown & Brown
BRO

Overview Fund Activity

902 hedge funds and large institutions have $29.2B invested in Brown & Brown in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 364 increasing their positions, 292 reducing their positions, and 98 closing their positions.

Holders
902
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
12.11%
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
364
Reduced
292
Closed
98
Calls
$35M
Puts
$24.8M
Net Calls
+$10.3M
Net Calls Change
-$5.35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$936M
2
Citadel Advisors
2
Citadel Advisors
Florida
$584M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.95B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$494M
5
Norges Bank
5
Norges Bank
Norway
$434M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$634M
3
CAM
3
Close Asset Management
United Kingdom
$14.4M
4
Select Equity Group
4
Select Equity Group
New York
$637M
5
WorldQuant Millennium Advisors
5
WorldQuant Millennium Advisors
New York
$6M
Name Market Value Shares Shares
Change 		Shares
Change %
FUBT
876
First United Bank & Trust
Maryland
$2.11K 19 – –
DF
877
Dunhill Financial
United Kingdom
$1.91K 17 – –
SIC
878
SJS Investment Consulting
Ohio
$1.89K 17 -14 -45%
CWM
879
Crowley Wealth Management
Delaware
$1.89K 17 – –
DIP
880
DT Investment Partners
Pennsylvania
$1.66K 15 – –
FMP
881
Financial Management Professionals
Texas
$1.55K 14 -21 -60%
TWD
882
True Wealth Design
Ohio
$1.44K 13 -2 -13%
KG
883
Kilter Group
New York
$1.44K 13 +13 New
BHWM
884
Bay Harbor Wealth Management
Maryland
$1.44K 13 +6 +86%
HFS
885
Horizon Financial Services
North Carolina
$1.33K 12 – –
RAM
886
Riggs Asset Management
Pennsylvania
$1.22K 11 – –
WWM
887
Wolff Wiese Magana
California
$1.11K 10 – –
HIA
888
HFM Investment Advisors
New Jersey
$998 9 +5 +125%
SC
889
Stephens Consulting
Michigan
$998 9 +9 New
WCM
890
WealthTrak Capital Management
Virginia
$887 8 – –
BFS
891
Bare Financial Services
Pennsylvania
$887 8 – –
SL
892
Salomon & Ludwin
Virginia
$862 8 -33 -80%
ACA
893
American Capital Advisory
Idaho
$777 7 +5 +250%
PWA
894
Physician Wealth Advisors
Utah
$666 6 +6 New
WA
895
WestEnd Advisors
North Carolina
$665 6 -1 -14%
PWM
896
Parkworth Wealth Management
California
$665 6 – –
RWM
897
Rialto Wealth Management
New York
$555 5 +1 +25%
QWM
898
Quaker Wealth Management
New Jersey
$555 5 +5 New
DF
899
DecisionPoint Financial
Arizona
$436 4 +4 New
RS
900
Rakuten Securities
Japan
$111 1 -63 -98%
34 35
36
37 38