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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 %
OFS
976
Orrstown Financial Services
Pennsylvania
– -$203K -1,632 Closed
ANTB
977
AMG National Trust Bank
Colorado
– -$202K -1,626 Closed
MF
978
Manchester Financial
California
– -$202K -1,625 Closed
HR
979
Howe & Rusling
New York
– -$200K -1,610 Closed
EI
980
eCIO Inc
Wisconsin
– -$184K -1,478 Closed
SOW
981
State of Wyoming
Wyoming
– -$147K -1,182 Closed
AIM
982
Acropolis Investment Management
Missouri
– -$105K -847 Closed
QC
983
Quent Capital
New York
– -$96K -771 Closed
WF
984
Wayfinding Financial
Washington
– -$88K -715 Closed
CA
985
Continuum Advisory
Idaho
– -$65.6K -527 Closed
PA
986
PSI Advisors
Florida
– -$62K -498 Closed
HCP
987
Hexagon Capital Partners
Arkansas
– -$56.4K -453 Closed
APF
988
Alaska Permanent Fund
Alaska
– -$45.6K -412 Closed
ZBNA
989
Zions Bancorporation, National Association
Utah
– -$45K -362 Closed
OIA
990
Optimum Investment Advisors
Illinois
– -$31.1K -250 Closed
Optiver Holding
991
Optiver Holding
Netherlands
– -$17.7K -142 Closed
CHC
992
City Holding Co
West Virginia
– -$15.2K -122 Closed
SCB
993
Saudi Central Bank
Saudi Arabia
– -$11.9K -96 Closed
WPA
994
West Paces Advisors
Georgia
– -$5.47K -44 Closed
RBC
995
Roble Belko & Company
Pennsylvania
– -$5K -42 Closed
GFPC
996
Global Financial Private Client
Florida
– -$3.23K -26 Closed
DWM
997
Dogwood Wealth Management
Kansas
– -$1.99K -16 Closed
VNA
998
Valley National Advisers
Pennsylvania
– -$1K -15 Closed
GP
999
Greenline Partners
New York
– -$1.74K -14 Closed
HWP
1000
Highline Wealth Partners
California
– -$995 -8 Closed
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