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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 %
CI
201
Cooper Investors
Australia
$10.3M -$1.33M -11,993 -11%
HFS
202
Hantz Financial Services
Michigan
$10.1M -$1.39M -12,559 -12%
FMC
203
First Merchants Corp
Indiana
$10.1M -$95.1K -858 -0.9%
MSV
204
MN Services Vermogensbeheer
Netherlands
$10.1M +$377K +3,400 +4%
Bank of Nova Scotia
205
Bank of Nova Scotia
Ontario, Canada
$10M +$6.94M +62,578 +226%
Ohio Public Employees Retirement System (OPERS)
206
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.98M -$5.55M -50,050 -36%
US Bancorp
207
US Bancorp
Minnesota
$9.97M -$342K -3,088 -3%
HBCM
208
Heron Bay Capital Management
Michigan
$9.97M -$885K -7,979 -8%
LF
209
Lansforsakringar Fondforvaltning
Sweden
$9.82M +$1.3M +11,704 +15%
WTC
210
WhitTier Trust Company
Nevada
$9.78M +$304K +2,743 +3%
MGWM
211
Marks Group Wealth Management
Minnesota
$9.75M +$87.6K +790 +0.9%
Man Group
212
Man Group
United Kingdom
$9.54M -$4.48M -40,426 -32%
MFAM
213
Motley Fool Asset Management
Virginia
$9.52M -$206K -1,860 -2%
ASRS
214
Arizona State Retirement System
Arizona
$9.5M +$1.7M +15,373 +22%
State of Tennessee, Department of Treasury
215
State of Tennessee, Department of Treasury
Tennessee
$8.93M -$1.83M -16,537 -17%
State of New Jersey Common Pension Fund D
216
State of New Jersey Common Pension Fund D
New Jersey
$8.84M +$183K +1,650 +2%
Diamond Hill Capital Management
217
Diamond Hill Capital Management
Ohio
$8.84M -$1.43M -12,901 -14%
Janus Henderson Group
218
Janus Henderson Group
United Kingdom
$8.72M +$5.45M +49,164 +167%
SOMRS
219
State of Michigan Retirement System
Michigan
$8.44M +$1.31M +11,800 +18%
Comerica Bank
220
Comerica Bank
Texas
$8.33M -$690K -6,220 -8%
BA
221
BCM Advisors
Louisiana
$8.11M – – –
Teacher Retirement System of Texas
222
Teacher Retirement System of Texas
Texas
$8.1M +$2.02M +18,255 +33%
HH
223
HWG Holdings
Texas
$8.1M +$279K +2,520 +4%
MIM
224
MetLife Investment Management
New Jersey
$8.06M +$712K +6,424 +10%
FC
225
Forte Capital
New York
$7.85M +$90K +812 +1%
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