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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 %
OCBCO
951
Oversea-Chinese Banking Corp (OCBC)
Singapore
– – -2,534 Closed
LAM
952
Longboard Asset Management
Arizona
– – -2,434 Closed
Group One Trading
953
Group One Trading
Illinois
– – -2,418 Closed
VA
954
VestGen Advisors
Illinois
– – -1,967 Closed
SI
955
Sprott Inc
Ontario, Canada
– – -1,960 Closed
BWM
956
Baron Wealth Management
Michigan
– – -1,863 Closed
HKIMG
957
Hutchens & Kramer Investment Management Group
Indiana
– – -1,862 Closed
IA
958
IFC Advisors
California
– – -1,838 Closed
CIAS
959
CFS Investment Advisory Services
New Jersey
– – -1,794 Closed
PDL
960
Portfolio Design Labs
California
– – -1,788 Closed
NGA
961
Naples Global Advisors
Florida
– – -1,763 Closed
MAWA
962
Moss Adams Wealth Advisors
Washington
– – -1,753 Closed
TIA
963
Trust Investment Advisors
Indiana
– – -1,719 Closed
HBS
964
Howard Bailey Securities
Indiana
– – -1,713 Closed
FA
965
Fedenia Advisers
Wisconsin
– – -1,701 Closed
TYCC
966
Texas Yale Capital Corp
Florida
– – -1,690 Closed
IIM
967
Ipswich Investment Management
Massachusetts
– – -1,690 Closed
RDWM
968
Red Door Wealth Management
Tennessee
– – -1,684 Closed
LWMM
969
Legacy Wealth Management (Mississippi)
Mississippi
– – -1,640 Closed
OFS
970
Orrstown Financial Services
Pennsylvania
– – -1,632 Closed
ANTB
971
AMG National Trust Bank
Colorado
– – -1,626 Closed
MF
972
Manchester Financial
California
– – -1,625 Closed
HR
973
Howe & Rusling
New York
– – -1,610 Closed
EI
974
eCIO Inc
Wisconsin
– – -1,478 Closed
SOW
975
State of Wyoming
Wyoming
– – -1,182 Closed
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