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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 %
WA
901
WestEnd Advisors
North Carolina
$665 -$111 -1 -14%
PWM
902
Parkworth Wealth Management
California
$665 – – –
RWM
903
Rialto Wealth Management
New York
$555 +$111 +1 +25%
QWM
904
Quaker Wealth Management
New Jersey
$555 +$555 +5 New
DF
905
DecisionPoint Financial
Arizona
$436 +$436 +4 New
RS
906
Rakuten Securities
Japan
$111 -$6.99K -63 -98%
BCWM
907
Bartlett & Co Wealth Management
Ohio
$111 -$111 -1 -50%
YDMI
908
Y.D. More Investments
Israel
$70 -$39 -119 -36%
First Eagle Investment Management
909
First Eagle Investment Management
New York
– -$239M -1,921,699 Closed
ZIG
910
Zurich Insurance Group
Switzerland
– -$24M -193,221 Closed
Jacobs Levy Equity Management
911
Jacobs Levy Equity Management
New Jersey
– -$15.8M -127,264 Closed
Lord, Abbett & Co
912
Lord, Abbett & Co
New Jersey
– -$11.9M -96,000 Closed
CCIA
913
Campbell & Co Investment Adviser
Maryland
– -$7.55M -60,657 Closed
CF
914
Corebridge Financial
Texas
– -$7.34M -59,034 Closed
HWM
915
Heirloom Wealth Management
Colorado
– -$6.76M -54,348 Closed
Acadian Asset Management
916
Acadian Asset Management
Massachusetts
– -$5.36M -43,107 Closed
SM
917
Sciencast Management
New Jersey
– -$3.71M -29,821 Closed
CIBC World Market
918
CIBC World Market
Ontario, Canada
– -$3.65M -29,324 Closed
SW
919
SteelPeak Wealth
California
– -$2.88M -23,152 Closed
PI
920
PGGM Investments
Netherlands
– -$2.23M -17,910 Closed
ACM
921
Aquatic Capital Management
Illinois
– -$2.22M -17,862 Closed
MLM
922
Mount Lucas Management
Pennsylvania
– -$1.79M -14,398 Closed
CA
923
Cullinan Associates
Kentucky
– -$1.56M -12,500 Closed
MFGM
924
Marshall Financial Group (Maryland)
Maryland
– -$1.47M -11,844 Closed
PCM
925
Price Capital Management
Louisiana
– -$1.47M -11,840 Closed
35 36
37
38 39