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Brown & Brown
BRO

Overview Fund Activity

890 hedge funds and large institutions have $26.7B invested in Brown & Brown in 2025 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 333 increasing their positions, 307 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
890
Holders Change
+32
Holders Change %
+3.73%
% of All Funds
12.09%
Holding in Top 10
32
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+68.42%
% of All Funds
0.43%
New
132
Increased
333
Reduced
307
Closed
83
Calls
$26.2M
Puts
$10.6M
Net Calls
+$15.6M
Net Calls Change
-$4.27M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$899M
2
Capital World Investors
Capital World Investors
California
+$506M
3
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$104M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$76.7M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$71.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$212M
2
First Trust Advisors
First Trust Advisors
Illinois
-$211M
3
CW
Curio Wealth
Maryland
-$147M
4
Morgan Stanley
Morgan Stanley
New York
-$146M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$84.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$6.15M -$387K -3,112 -6%
Cerity Partners
227
Cerity Partners
New York
$6.13M +$141K +1,136 +2%
SAM
228
Silphium Asset Management
United Kingdom
$6.07M +$5.85K +47 +0.1%
Bank Julius Baer & Co
229
Bank Julius Baer & Co
Switzerland
$6.04M +$6.04M +49,109 New
BCIM
230
British Columbia Investment Management
British Columbia, Canada
$5.78M +$8.83K +71 +0.2%
DnB Asset Management
231
DnB Asset Management
Norway
$5.67M +$35.2K +283 +0.6%
TPSF
232
Texas Permanent School Fund
Texas
$5.62M +$5.62M +50,822 New
DC
233
Davenport & Co
Virginia
$5.6M +$804K +6,459 +17%
WCM Investment Management
234
WCM Investment Management
California
$5.59M -$1.42M -11,551 -20%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$5.58M +$208K +1,672 +4%
MJRIC
236
Mogy Joel R Investment Counsel
California
$5.55M +$3.15M +25,306 +131%
II
237
IFM Investors
Australia
$5.54M -$207K -1,665 -4%
EF
238
Empowered Funds
Pennsylvania
$5.51M +$2.77M +22,283 +101%
X
239
Xponance
Pennsylvania
$5.49M +$46.3K +372 +0.8%
Cetera Investment Advisers
240
Cetera Investment Advisers
Illinois
$5.46M +$945K +7,598 +21%
FAF
241
Första AP-fonden
Sweden
$5.39M -$286K -2,300 -5%
Acadian Asset Management
242
Acadian Asset Management
Massachusetts
$5.36M -$8.96M -72,056 -63%
KFA
243
Kelleher Financial Advisors
New York
$5.23M -$2.61K -21 -0%
TBA
244
Tower Bridge Advisors
Pennsylvania
$5.09M -$219K -1,762 -4%
P
245
&Partners
Tennessee
$5.07M +$406K +3,292 +9%
HighTower Advisors
246
HighTower Advisors
Illinois
$5M -$5.74M -46,128 -53%
BNP Paribas Asset Management
247
BNP Paribas Asset Management
France
$4.98M +$365K +2,937 +8%
Susquehanna International Group
248
Susquehanna International Group
Pennsylvania
$4.94M -$6.44M -51,785 -57%
URS
249
Utah Retirement Systems
Utah
$4.9M – – –
MOACM
250
Mutual of America Capital Management
New York
$4.69M -$206K -1,658 -4%
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