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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 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+17
Holders Change %
+1.91%
% 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
98
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 %
ECM
126
Element Capital Management
New York
$27.7M +$27.7M +250,000 New
GAM
127
Gotham Asset Management
New York
$27.5M +$3.68M +33,180 +15%
FIG
128
Fortress Investment Group
New York
$26.6M +$26.6M +240,000 New
CS
129
Candriam SCA
Luxembourg
$25.5M -$4.73M -42,650 -16%
MFWM
130
Motley Fool Wealth Management
Virginia
$25.2M -$2.94M -26,530 -10%
TD Asset Management
131
TD Asset Management
Ontario, Canada
$25M -$2.08M -18,789 -8%
LP
132
Longaeva Partners
Illinois
$24.9M +$24.9M +225,000 New
MCM
133
Moore Capital Management
New York
$24.8M +$24.8M +223,360 New
TI
134
Tidal Investments
Wisconsin
$24M +$21.3M +192,198 +786%
Federated Hermes
135
Federated Hermes
Pennsylvania
$23.6M +$22.1M +199,024 +1,414%
New York State Teachers Retirement System (NYSTRS)
136
New York State Teachers Retirement System (NYSTRS)
New York
$23.3M +$249K +2,247 +1%
IIM
137
INTECH Investment Management
Florida
$22.7M -$9.14M -82,410 -29%
CC
138
Centiva Capital
New York
$22.5M +$22.2M +199,903 +6,304%
SWP
139
Summit Wealth Partners
Florida
$22.4M – – –
National Bank of Canada
140
National Bank of Canada
Quebec, Canada
$22.1M +$649K +5,852 +3%
Prudential Financial
141
Prudential Financial
New Jersey
$21.5M +$7.81M +70,469 +57%
Two Sigma Advisers
142
Two Sigma Advisers
New York
$21.4M +$21.4M +193,291 New
AS
143
Aware Super
Australia
$20.3M +$3.6M +32,494 +22%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$19.8M +$397K +3,582 +2%
WT
145
Whittier Trust
California
$19.7M +$441K +3,977 +2%
State of Wisconsin Investment Board
146
State of Wisconsin Investment Board
Wisconsin
$19.7M +$2.27M +20,443 +13%
Canada Life
147
Canada Life
Manitoba, Canada
$18.9M -$1.2M -10,830 -6%
Aberdeen Group
148
Aberdeen Group
United Kingdom
$18.8M +$619K +5,586 +3%
Victory Capital Management
149
Victory Capital Management
Texas
$18.8M -$17.2M -154,916 -48%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$18.6M -$394K -3,555 -2%
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