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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 %
N
276
Numerai
California
$3.85M +$3.14M +25,208 +440%
JWM
277
Jackson Wealth Management
Florida
$3.82M -$64.7K -520 -2%
SMDAM
278
Sumitomo Mitsui DS Asset Management
Japan
$3.74M +$544K +4,371 +17%
CIC
279
Crawford Investment Counsel
Georgia
$3.73M -$76.5K -615 -2%
SM
280
Sciencast Management
New Jersey
$3.71M +$1.43M +11,512 +63%
FA
281
Faithward Advisors
Pennsylvania
$3.71M -$28K -225 -0.7%
EFP
282
Elser Financial Planning
Indiana
$3.68M -$781K -6,275 -18%
CIG
283
CHB Investment Group
Pennsylvania
$3.65M -$1.62K -13 -0%
CIBC World Market
284
CIBC World Market
Ontario, Canada
$3.65M +$2.25M +18,113 +162%
DADC
285
D.A. Davidson & Co
Montana
$3.64M -$67.7K -544 -2%
CL
286
Choreo LLC
Illinois
$3.63M -$269K -2,161 -7%
CCA
287
Covey Capital Advisors
Georgia
$3.63M +$20.4K +164 +0.6%
PIM
288
Penobscot Investment Management
Massachusetts
$3.63M +$131K +1,055 +4%
Janus Henderson Group
289
Janus Henderson Group
United Kingdom
$3.62M +$461K +3,751 +15%
CWM
290
CIBC World Markets
New York
$3.59M -$1.1M -8,823 -23%
Wealth Enhancement Advisory Services
291
Wealth Enhancement Advisory Services
Minnesota
$3.56M -$1.72M -13,820 -33%
SPIA
292
Steward Partners Investment Advisory
New York
$3.56M -$1.15M -9,281 -25%
MML Investors Services
293
MML Investors Services
Massachusetts
$3.52M +$198K +1,593 +6%
EI
294
Ethic Inc
New York
$3.51M +$478K +3,848 +16%
CCM
295
Coldstream Capital Management
Washington
$3.51M -$323K -2,600 -8%
SOADOR
296
State of Alaska Department of Revenue
Alaska
$3.46M +$92.7K +745 +3%
Bank of Nova Scotia
297
Bank of Nova Scotia
Ontario, Canada
$3.44M -$929K -7,469 -21%
IIC
298
Ironwood Investment Counsel
Arizona
$3.37M -$34.2K -275 -1%
Fuller & Thaler Asset Management
299
Fuller & Thaler Asset Management
California
$3.37M +$1.18M +9,467 +54%
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$3.36M -$164K -1,321 -5%
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