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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 %
SIC
326
Salem Investment Counselors
North Carolina
$2.74M – – –
RIM
327
Rakuten Investment Management
Japan
$2.69M +$2.69M +21,850 New
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$2.67M +$64.3K +517 +2%
AIM
329
Achmea Investment Management
Netherlands
$2.65M -$168K -1,347 -6%
PCM
330
Penserra Capital Management
California
$2.59M +$2.38M +19,116 +1,108%
CAM
331
Cacti Asset Management
Georgia
$2.58M – – –
IMRF
332
Illinois Municipal Retirement Fund
Illinois
$2.58M – – –
Bessemer Group
333
Bessemer Group
New Jersey
$2.56M -$300K -2,412 -10%
OPERF
334
Oregon Public Employees Retirement Fund
Oregon
$2.54M +$1.24K +10 +0%
CI
335
CX Institutional
Indiana
$2.52M +$78.4K +630 +3%
Rockefeller Capital Management
336
Rockefeller Capital Management
New York
$2.41M -$179K -1,437 -7%
MCM
337
Mitchell Capital Management
Kansas
$2.41M +$2.41M +19,372 New
PFS
338
Prospera Financial Services
Texas
$2.37M +$16.7K +134 +0.7%
MSU
339
Mizuho Securities USA
New York
$2.36M -$435K -3,493 -16%
NA
340
NewEdge Advisors
Louisiana
$2.36M +$105K +846 +5%
TAF
341
Tredje AP-fonden
Sweden
$2.34M – – –
TWM
342
Trueblood Wealth Management
Ohio
$2.32M +$144K +1,156 +7%
Cambridge Investment Research Advisors
343
Cambridge Investment Research Advisors
Iowa
$2.31M +$417K +3,351 +22%
WCM
344
Wedge Capital Management
North Carolina
$2.29M -$307K -2,467 -12%
SEM
345
Suncoast Equity Management
Florida
$2.29M +$294K +2,365 +15%
TRSOTSOK
346
Teachers Retirement System of the State of Kentucky
Kentucky
$2.28M +$85K +683 +4%
KNW
347
Kesler Norman & Wride
Utah
$2.26M +$23.9K +192 +1%
MGP
348
Metis Global Partners
California
$2.25M +$299K +2,403 +15%
PI
349
PGGM Investments
Netherlands
$2.23M – – –
ACM
350
Aquatic Capital Management
Illinois
$2.22M +$2.22M +17,862 New
12 13
14
15 16