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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 %
Ensign Peak Advisors
151
Ensign Peak Advisors
Utah
$18.2M +$2.67M +24,064 +17%
Korea Investment Corp
152
Korea Investment Corp
South Korea
$18.1M +$5.34M +48,155 +42%
SC
153
Sculptor Capital
New York
$17.6M +$17.6M +159,000 New
BHWM
154
Bar Harbor Wealth Management
New Hampshire
$17.6M -$200K -1,807 -1%
Aviva
155
Aviva
United Kingdom
$17.6M +$10.9M +98,350 +164%
Russell Investments Group
156
Russell Investments Group
United Kingdom
$17.2M -$6.82M -61,596 -28%
ROC
157
Running Oak Capital
Minnesota
$16.9M +$1.28M +11,550 +8%
VOYA Investment Management
158
VOYA Investment Management
Georgia
$16.4M -$6.24M -56,294 -28%
Chevy Chase Trust
159
Chevy Chase Trust
Maryland
$16.4M +$2.6M +23,458 +19%
Toronto Dominion Bank
160
Toronto Dominion Bank
Ontario, Canada
$16.2M +$5.65M +50,967 +54%
Universal-Beteiligungs- und Servicegesellschaft
161
Universal-Beteiligungs- und Servicegesellschaft
Germany
$15.2M +$453K +4,089 +3%
SCM
162
Sterling Capital Management
North Carolina
$15M -$4.35M -39,280 -23%
1832 Asset Management
163
1832 Asset Management
Ontario, Canada
$14.7M -$1.12M -10,129 -7%
FAF
164
Fjarde Ap-fonden
Sweden
$14.5M +$3.66M +33,000 +34%
CAM
165
Close Asset Management
United Kingdom
$14.4M -$125M -1,127,877 -90%
New York State Common Retirement Fund
166
New York State Common Retirement Fund
New York
$14.3M +$1.63M +14,703 +13%
Treasurer of the State of North Carolina
167
Treasurer of the State of North Carolina
North Carolina
$14.3M +$2.16M +19,444 +18%
RAM
168
Resona Asset Management
Japan
$14.1M +$2.24M +20,298 +19%
Wellington Management Group
169
Wellington Management Group
Massachusetts
$13.5M +$1.92M +17,324 +17%
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$13.4M -$16M -144,358 -54%
Franklin Resources
171
Franklin Resources
California
$13.4M +$166K +1,493 +1%
MCM
172
Mattern Capital Management
Colorado
$13.2M +$70.5K +636 +0.5%
UB
173
UMB Bank
Missouri
$13.1M -$7.98K -72 -0.1%
LIP
174
Lighthouse Investment Partners
Florida
$12.6M +$12.6M +114,028 New
SBH
175
Segall Bryant & Hamill
Illinois
$12.6M -$524K -4,728 -4%
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