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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 %
EAM
951
Eventide Asset Management
Massachusetts
– -$336K -2,731 Closed
SWA
952
Strategies Wealth Advisors
Michigan
– -$335K -2,694 Closed
SCA
953
Snowden Capital Advisors
New York
– -$333K -2,674 Closed
BA
954
Brightwater Advisory
Florida
– -$331K -2,662 Closed
FCM
955
Fieldview Capital Management
Michigan
– -$324K -2,605 Closed
DWM
956
Diversify Wealth Management
Utah
– -$276K -2,555 Closed
OCBCO
957
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$315K -2,534 Closed
LAM
958
Longboard Asset Management
Arizona
– -$303K -2,434 Closed
Group One Trading
959
Group One Trading
Illinois
– -$301K -2,418 Closed
VA
960
VestGen Advisors
Illinois
– -$245K -1,967 Closed
SI
961
Sprott Inc
Ontario, Canada
– -$244K -1,960 Closed
BWM
962
Baron Wealth Management
Michigan
– -$232K -1,863 Closed
HKIMG
963
Hutchens & Kramer Investment Management Group
Indiana
– -$232K -1,862 Closed
IA
964
IFC Advisors
California
– -$229K -1,838 Closed
CIAS
965
CFS Investment Advisory Services
New Jersey
– -$223K -1,794 Closed
PDL
966
Portfolio Design Labs
California
– -$222K -1,788 Closed
NGA
967
Naples Global Advisors
Florida
– -$219K -1,763 Closed
MAWA
968
Moss Adams Wealth Advisors
Washington
– -$218K -1,753 Closed
TIA
969
Trust Investment Advisors
Indiana
– -$214K -1,719 Closed
HBS
970
Howard Bailey Securities
Indiana
– -$213K -1,713 Closed
FA
971
Fedenia Advisers
Wisconsin
– -$212K -1,701 Closed
IIM
972
Ipswich Investment Management
Massachusetts
– -$210K -1,690 Closed
TYCC
973
Texas Yale Capital Corp
Florida
– -$210K -1,690 Closed
RDWM
974
Red Door Wealth Management
Tennessee
– -$209K -1,684 Closed
LWMM
975
Legacy Wealth Management (Mississippi)
Mississippi
– -$204K -1,640 Closed
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