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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 %
HCMT
926
Highland Capital Management (Tennessee)
Tennessee
– -$1.4M -11,251 Closed
IIA
927
IPG Investment Advisors
California
– -$1.4M -11,228 Closed
RP
928
Regal Partners
Australia
– -$1.3M -10,464 Closed
TCM
929
Twin Capital Management
Pennsylvania
– -$1.3M -10,441 Closed
VIM
930
Vinva Investment Management
Australia
– -$1.24M -10,055 Closed
NG
931
Novem Group
New York
– -$1.24M -9,949 Closed
RAG
932
RIA Advisory Group
Iowa
– -$1.11M -8,954 Closed
EMCIP
933
Ewing Morris & Co Investment Partners
Ontario, Canada
– -$1.6M -8,932 Closed
Nomura Holdings
934
Nomura Holdings
Japan
– -$933K -7,502 Closed
AIA
935
AssuredPartners Investment Advisors
Florida
– -$773K -6,211 Closed
SF
936
Synovus Financial
Georgia
– -$744K -5,980 Closed
EP
937
Edgestream Partners
New Jersey
– -$733K -5,893 Closed
CA
938
Claro Advisors
Massachusetts
– -$721K -5,796 Closed
Capstone Investment Advisors
939
Capstone Investment Advisors
New York
– -$715K -5,750 Closed
USAA
940
United Services Automobile Association
Texas
– -$701K -5,703 Closed
TCM
941
Teza Capital Management
Illinois
– -$654K -5,261 Closed
JCIA
942
Jackson Creek Investment Advisors
Colorado
– -$633K -5,086 Closed
Jane Street
943
Jane Street
New York
– -$621K -4,988 Closed
MCM
944
Massar Capital Management
Connecticut
– -$610K -4,900 Closed
FAIM
945
Financial Advocates Investment Management
Washington
– -$579K -4,655 Closed
PIM
946
Plato Investment Management
Australia
– -$447K -3,552 Closed
MIF
947
Mediolanum International Funds
Ireland
– -$425K -3,461 Closed
CCA
948
Cadent Capital Advisors
Oklahoma
– -$427K -3,432 Closed
MYAM
949
Meiji Yasuda Asset Management
Japan
– -$419K -3,369 Closed
M1FG
950
Mach-1 Financial Group
Arkansas
– -$404K -3,245 Closed
36 37
38
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