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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 %
Pacer Advisors
301
Pacer Advisors
Pennsylvania
$3.34M -$908K -7,300 -21%
PAM
302
Panagora Asset Management
Massachusetts
$3.33M -$367K -2,949 -10%
SC
303
Savant Capital
Illinois
$3.28M +$1.22M +9,771 +59%
CL
304
CIM LLC
New York
$3.17M +$1.38M +11,059 +77%
VPIM
305
Vanguard Personalized Indexing Management
California
$3.16M +$173K +1,389 +6%
SI
306
Stephens Inc
Arkansas
$3.07M -$53.7K -432 -2%
IA
307
IFP Advisors
Florida
$3.04M +$348K +2,789 +13%
JFG
308
Jefferies Financial Group
New York
$3.04M +$3.04M +24,464 New
TI
309
Tidal Investments
Wisconsin
$3.04M -$27.3M -219,765 -90%
PAM
310
Peninsula Asset Management
Florida
$3.03M +$3.03M +24,335 New
UM
311
UniSuper Management
Australia
$3.01M -$179K -1,440 -6%
OAM
312
Oppenheimer Asset Management
New York
$3.01M -$269K -2,160 -8%
Mirae Asset Global ETFs Holdings
313
Mirae Asset Global ETFs Holdings
Hong Kong
$2.99M +$157K +1,264 +6%
HA
314
Harbor Advisors
Florida
$2.99M – – –
Pathstone Holdings
315
Pathstone Holdings
New Jersey
$2.95M +$270K +2,168 +10%
RC
316
Roundview Capital
New Jersey
$2.93M +$1.08M +8,648 +58%
AM
317
AGF Management
Ontario, Canada
$2.93M +$1.12K +9 +0%
PA
318
Procyon Advisors
Connecticut
$2.91M +$78.6K +632 +3%
QCM
319
QRG Capital Management
Illinois
$2.9M +$391K +3,141 +16%
SW
320
SteelPeak Wealth
California
$2.88M +$2.88M +23,152 New
ST
321
Sabal Trust
Florida
$2.84M – – –
AAF
322
Andra AP-fonden
Sweden
$2.84M -$3.96M -31,796 -58%
JSSH
323
J. Safra Sarasin Holding
$2.83M +$2.83M +22,733 New
CGH
324
Crossmark Global Holdings
Texas
$2.8M -$46.3K -372 -2%
William Blair & Company
325
William Blair & Company
Illinois
$2.75M -$466K -3,749 -15%
11 12
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