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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 %
Pictet Asset Management
101
Pictet Asset Management
Switzerland
$39.6M +$1.57M +14,205 +4%
Blackstone Inc
102
Blackstone Inc
New York
$38.8M +$38.8M +350,000 New
National Pension Service
103
National Pension Service
South Korea
$38.2M +$302K +2,724 +0.8%
Corient Private Wealth
104
Corient Private Wealth
Florida
$38.1M -$8.91M -80,364 -19%
PC
105
Port Capital
Illinois
$37.9M +$2.92M +26,365 +8%
CAM
106
Cresset Asset Management
Illinois
$37.2M +$2.65M +23,902 +8%
OCM
107
Osterweis Capital Management
California
$36.6M +$3.24M +29,244 +10%
SSA
108
Schonfeld Strategic Advisors
New York
$36.3M +$36M +324,748 +12,362%
GC
109
Giverny Capital
Quebec, Canada
$35.7M +$3M +27,034 +9%
FWCM
110
Ferguson Wellman Capital Management
Oregon
$35.5M +$855K +7,715 +2%
Ameriprise
111
Ameriprise
Minnesota
$33.6M -$28.5M -256,930 -46%
CIM
112
Confluence Investment Management
Missouri
$33.2M -$21.5M -193,720 -39%
JFG
113
Jefferies Financial Group
New York
$33.1M +$30.4M +274,177 +1,121%
VIM
114
Vancity Investment Management
British Columbia, Canada
$32.4M -$643K -5,800 -2%
Allianz Asset Management
115
Allianz Asset Management
Germany
$32.4M +$602K +5,434 +2%
PP
116
Prospector Partners
Connecticut
$31.3M -$195K -1,763 -0.6%
Fidelity International
117
Fidelity International
Bermuda
$30.8M -$37.9M -341,509 -55%
LPL Financial
118
LPL Financial
California
$30.6M -$659K -5,946 -2%
RG
119
Renaissance Group
Kentucky
$30.4M -$5.14M -46,332 -14%
PC
120
PhiloSmith Capital
Connecticut
$30.2M – – –
Truist Financial
121
Truist Financial
North Carolina
$29.5M -$1.56M -14,091 -5%
AllianceBernstein
122
AllianceBernstein
Tennessee
$29.1M +$1.68M +15,146 +6%
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
$29M +$334K +3,010 +1%
DekaBank Deutsche Girozentrale
124
DekaBank Deutsche Girozentrale
Germany
$28.6M +$933K +8,508 +3%
Public Employees Retirement Association of Colorado
125
Public Employees Retirement Association of Colorado
Colorado
$28.2M – – –
3 4
5
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