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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 %
BCWM
901
Bartlett & Co Wealth Management
Ohio
$111 1 -1 -50%
YDMI
902
Y.D. More Investments
Israel
$70 216 -119 -36%
First Eagle Investment Management
903
First Eagle Investment Management
New York
– – -1,921,699 Closed
ZIG
904
Zurich Insurance Group
Switzerland
– – -193,221 Closed
Jacobs Levy Equity Management
905
Jacobs Levy Equity Management
New Jersey
– – -127,264 Closed
Lord, Abbett & Co
906
Lord, Abbett & Co
New Jersey
– – -96,000 Closed
CCIA
907
Campbell & Co Investment Adviser
Maryland
– – -60,657 Closed
CF
908
Corebridge Financial
Texas
– – -59,034 Closed
HWM
909
Heirloom Wealth Management
Colorado
– – -54,348 Closed
Acadian Asset Management
910
Acadian Asset Management
Massachusetts
– – -43,107 Closed
SM
911
Sciencast Management
New Jersey
– – -29,821 Closed
CIBC World Market
912
CIBC World Market
Ontario, Canada
– – -29,324 Closed
SW
913
SteelPeak Wealth
California
– – -23,152 Closed
PI
914
PGGM Investments
Netherlands
– – -17,910 Closed
ACM
915
Aquatic Capital Management
Illinois
– – -17,862 Closed
MLM
916
Mount Lucas Management
Pennsylvania
– – -14,398 Closed
CA
917
Cullinan Associates
Kentucky
– – -12,500 Closed
MFGM
918
Marshall Financial Group (Maryland)
Maryland
– – -11,844 Closed
PCM
919
Price Capital Management
Louisiana
– – -11,840 Closed
HCMT
920
Highland Capital Management (Tennessee)
Tennessee
– – -11,251 Closed
IIA
921
IPG Investment Advisors
California
– – -11,228 Closed
RP
922
Regal Partners
Australia
– – -10,464 Closed
TCM
923
Twin Capital Management
Pennsylvania
– – -10,441 Closed
VIM
924
Vinva Investment Management
Australia
– – -10,055 Closed
NG
925
Novem Group
New York
– – -9,949 Closed
35 36
37
38 39