BRO icon

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 %
PGAM
876
Princeton Global Asset Management
New Jersey
$3.1K +$3.1K +28 New
SN
877
Sittner & Nelson
Oregon
$2.77K – – –
LI
878
LRI Investments
Florida
$2.61K +$109 +1 +4%
FCAS
879
First Command Advisory Services
Texas
$2.55K – – –
DFA
880
DHJJ Financial Advisors
Illinois
$2.22K +$2.22K +20 New
BIA
881
Bell Investment Advisors
California
$2.22K – – –
FUBT
882
First United Bank & Trust
Maryland
$2.11K – – –
DF
883
Dunhill Financial
United Kingdom
$1.91K – – –
SIC
884
SJS Investment Consulting
Ohio
$1.89K -$1.55K -14 -45%
CWM
885
Crowley Wealth Management
Delaware
$1.89K – – –
DIP
886
DT Investment Partners
Pennsylvania
$1.66K – – –
FMP
887
Financial Management Professionals
Texas
$1.55K -$2.33K -21 -60%
TWD
888
True Wealth Design
Ohio
$1.44K -$222 -2 -13%
KG
889
Kilter Group
New York
$1.44K +$1.44K +13 New
BHWM
890
Bay Harbor Wealth Management
Maryland
$1.44K +$665 +6 +86%
HFS
891
Horizon Financial Services
North Carolina
$1.33K – – –
RAM
892
Riggs Asset Management
Pennsylvania
$1.22K – – –
WWM
893
Wolff Wiese Magana
California
$1.11K – – –
HIA
894
HFM Investment Advisors
New Jersey
$998 +$554 +5 +125%
SC
895
Stephens Consulting
Michigan
$998 +$998 +9 New
BFS
896
Bare Financial Services
Pennsylvania
$887 – – –
WCM
897
WealthTrak Capital Management
Virginia
$887 – – –
SL
898
Salomon & Ludwin
Virginia
$862 -$3.56K -33 -80%
ACA
899
American Capital Advisory
Idaho
$777 +$555 +5 +250%
PWA
900
Physician Wealth Advisors
Utah
$666 +$666 +6 New
34 35
36
37 38