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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 %
AI
251
Atria Investments
North Carolina
$4.68M +$602K +4,837 +15%
CCA
252
Catalyst Capital Advisors
New York
$4.67M -$270K -2,173 -5%
DLCIG
253
D.L. Carlson Investment Group
New Hampshire
$4.66M -$325K -2,613 -7%
DWA
254
Dorsey Wright & Associates
California
$4.64M +$394K +3,171 +9%
IWS
255
Insight Wealth Strategies
California
$4.54M +$1.28M +10,301 +39%
TSMHT
256
Thurston Springer Miller Herd & Titak
Indiana
$4.52M +$819K +6,581 +22%
Caisse de Depot et Placement du Quebec (CDPQ)
257
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.48M -$4.34M -34,879 -49%
LFS
258
Legacy Financial Strategies
Kansas
$4.45M -$768K -6,172 -15%
IF
259
Integrity Financial
Wyoming
$4.45M +$124 +1 +0%
SF
260
Summit Financial
New Jersey
$4.41M +$3.53M +28,390 +404%
FNA
261
First National Advisers
Nebraska
$4.39M +$338K +2,716 +8%
PFSRSONJ
262
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.37M – – –
TF
263
Threadgill Financial
Texas
$4.3M +$20K +161 +0.5%
KBC Group
264
KBC Group
Belgium
$4.29M -$433K -3,481 -9%
SAA
265
Southeast Asset Advisors
Georgia
$4.27M -$931K -7,481 -18%
BFA
266
Brendel Financial Advisors
New Hampshire
$4.24M -$56K -450 -1%
Daiwa Securities Group
267
Daiwa Securities Group
Japan
$4.24M +$292K +2,344 +7%
IAA
268
Independent Advisor Alliance
North Carolina
$4.2M -$727K -5,843 -15%
AQR Capital Management
269
AQR Capital Management
Connecticut
$4.13M +$1.14M +9,264 +38%
Mirae Asset Global Investments
270
Mirae Asset Global Investments
South Korea
$4.06M +$413K +3,362 +11%
Axa
271
Axa
France
$4.04M -$8.21K -66 -0.2%
NYLIM
272
New York Life Investment Management
New York
$3.95M -$18.3K -147 -0.5%
NAM
273
Nissay Asset Management
Japan
$3.89M +$63.6K +511 +2%
NAAA
274
New Age Alpha Advisors
New York
$3.88M -$12.2M -98,105 -76%
PFM
275
Patton Fund Management
Texas
$3.88M -$1.15M -9,228 -23%
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