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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.95B +$568M +5,124,203 +17%
BlackRock
2
BlackRock
New York
$2.27B +$236M +2,126,893 +12%
Principal Financial Group
3
Principal Financial Group
Iowa
$1.51B +$72.6M +654,915 +5%
State Street
4
State Street
Massachusetts
$1.38B +$140M +1,262,139 +11%
Capital World Investors
5
Capital World Investors
California
$1.07B +$154M +1,386,443 +17%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$936M +$876M +7,905,288 +1,480%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$814M +$116M +1,050,350 +17%
Parnassus Investments
8
Parnassus Investments
California
$778M -$23.4M -210,685 -3%
Select Equity Group
9
Select Equity Group
New York
$637M -$58.6M -528,667 -8%
Morgan Stanley
10
Morgan Stanley
New York
$634M -$186M -1,681,032 -23%
Citadel Advisors
11
Citadel Advisors
Florida
$584M +$583M +5,254,331 +40,524%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$494M +$494M +4,452,153 +96,891%
Invesco
13
Invesco
Georgia
$462M +$5.13M +46,235 +1%
Norges Bank
14
Norges Bank
Norway
$434M +$434M +3,912,149 New
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$372M -$32.2M -295,700 -8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$354M +$14.6M +131,782 +4%
Wells Fargo
17
Wells Fargo
California
$349M -$11.9M -107,656 -3%
Barclays
18
Barclays
United Kingdom
$331M +$66.3M +598,254 +25%
Bank of America
19
Bank of America
North Carolina
$300M +$43.2M +389,578 +17%
Northern Trust
20
Northern Trust
Illinois
$279M +$18.3M +165,381 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
21
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$270M +$266M +2,402,353 +6,673%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$260M -$4.04M -36,469 -2%
FAM
23
Fenimore Asset Management
New York
$237M -$455K -4,101 -0.2%
Goldman Sachs
24
Goldman Sachs
New York
$236M +$14M +126,021 +6%
GCM
25
Ghisallo Capital Management
Massachusetts
$233M +$233M +2,100,000 New
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