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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 %
VDI
176
Vaughan David Investments
Illinois
$12.6M – – –
MWM
177
Moran Wealth Management
Florida
$12.5M +$202K +1,820 +2%
CWM
178
Congress Wealth Management
Massachusetts
$12.2M -$1.46M -13,469 -11%
LAM
179
Lountzis Asset Management
Pennsylvania
$12.1M -$40.2K -363 -0.3%
QCM
180
Quantinno Capital Management
New York
$12M +$1.71M +15,414 +17%
YCM
181
Yousif Capital Management
Michigan
$11.9M -$779K -7,028 -6%
Asset Management One
182
Asset Management One
Japan
$11.9M +$630K +5,678 +6%
KCM
183
Kennedy Capital Management
Missouri
$11.9M -$532K -4,799 -4%
GC
184
Guggenheim Capital
Illinois
$11.8M -$2.28M -20,532 -16%
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$11.6M +$7.22M +65,136 +164%
VG
186
Visualize Group
New York
$11.2M -$34.5M -230,891 -75%
KK
187
KLP Kapitalforvaltning
Norway
$11.2M +$2.04M +18,400 +22%
WIM
188
WealthPlan Investment Management
Nebraska
$11.2M +$878K +7,917 +9%
CCM
189
Cinctive Capital Management
New York
$11.1M +$11.1M +99,886 New
PNAA
190
Pictet North America Advisors
Switzerland
$11M -$79.5K -717 -0.7%
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$11M +$3.58M +32,301 +48%
Skandinaviska Enskilda Banken (SEB)
192
Skandinaviska Enskilda Banken (SEB)
Sweden
$11M +$5.14M +46,400 +88%
OAC
193
OMERS Administration Corp
Ontario, Canada
$10.9M -$4.57M -41,200 -29%
N
194
Natixis
France
$10.9M +$10.6M +95,737 +3,466%
QCMNJ
195
Quantum Capital Management (New Jersey)
New Jersey
$10.8M -$1.28M -11,562 -11%
SAM
196
Shell Asset Management
Netherlands
$10.7M -$141K -1,272 -1%
STCG
197
Speece Thorson Capital Group
Minnesota
$10.6M +$196K +1,771 +2%
AAF
198
Andra AP-fonden
Sweden
$10.6M +$8.09M +73,000 +320%
SCM
199
Spring Capital Management
Texas
$10.6M -$57.5K -519 -0.5%
Rafferty Asset Management
200
Rafferty Asset Management
New York
$10.3M +$1.7M +15,329 +20%
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