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Brown & Brown

908 hedge funds and large institutions have $27.3B invested in Brown & Brown in 2025 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 339 increasing their positions, 315 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $26.2M | Put options by funds: $10.6M

68% more funds holding in top 10

Funds holding in top 10: 1932 (+13)

57% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 83

25% more capital invested

Capital invested by funds: $21.9B → $27.3B (+$5.42B)

4% more funds holding

Funds holding: 873908 (+35)

1.62% more ownership

Funds ownership: 75.01%76.62% (+1.6%)

8% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 315

Holders
908
Holders Change
+35
Holders Change %
+4.01%
% of All Funds
12.17%
Holding in Top 10
32
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+68.42%
% of All Funds
0.43%
New
130
Increased
339
Reduced
315
Closed
83
Calls
$26.2M
Puts
$10.6M
Net Calls
+$15.6M
Net Calls Change
-$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
351
Wedge Capital Management
North Carolina
$2.29M -$276K -2,467 -12%
SEM
352
Suncoast Equity Management
Florida
$2.29M +$264K +2,365 +15%
TRSOTSOK
353
Teachers Retirement System of the State of Kentucky
Kentucky
$2.28M +$76.3K +683 +4%
KNW
354
Kesler Norman & Wride
Utah
$2.26M +$21.5K +192 +1%
MGP
355
Metis Global Partners
California
$2.25M +$269K +2,403 +15%
PI
356
PGGM Investments
Netherlands
$2.23M
ACM
357
Aquatic Capital Management
Illinois
$2.22M +$2M +17,862 New
Schroder Investment Management Group
358
Schroder Investment Management Group
United Kingdom
$2.22M -$59.1K -529 -3%
AWM
359
AE Wealth Management
Kansas
$2.21M -$45.9K -411 -2%
AG
360
AmeriFlex Group
Nevada
$2.19M -$6.15K -55 -0.3%
ZIM
361
Zacks Investment Management
Illinois
$2.18M +$57.5K +515 +3%
MOS
362
MGO One Seven
Ohio
$2.16M -$215K -1,920 -10%
FT
363
Fiduciary Trust
Massachusetts
$2.15M +$232K +2,072 +14%
KeyBank National Association
364
KeyBank National Association
Ohio
$2.13M -$312K -2,796 -14%
AIP
365
Ameritas Investment Partners
Nebraska
$2.12M -$279K -2,494 -13%
LCM
366
Landscape Capital Management
New Jersey
$2.08M +$1.57M +14,063 +525%
SLAM
367
Swiss Life Asset Management
$2.06M +$649K +5,807 +54%
EWM
368
Evermay Wealth Management
Virginia
$2.05M -$54.2K -485 -3%
KRS
369
Kentucky Retirement Systems
Kentucky
$2.03M +$3.8K +34 +0.2%
PP
370
Prudential plc
United Kingdom
$1.98M
GT
371
Glenmede Trust
Pennsylvania
$1.97M -$20.3K -182 -1%
TWC
372
TD Waterhouse Canada
Ontario, Canada
$1.95M +$1.66M +14,866 +1,611%
CIA
373
Capital Investment Advisors
Georgia
$1.93M +$1.73M +15,503 New
GT
374
Greenleaf Trust
Michigan
$1.92M -$3.8K -34 -0.2%
OCA
375
Otter Creek Advisors
Florida
$1.91M -$1.97M -17,608 -53%

BRO Hedge Fund Activity: Q1 2025 in Review

908 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q1 2025, worth a combined $27.3B — up 25% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new BRO positions and 83 closed out — a net gain of 47 holders — while 339 added to existing stakes and 315 trimmed.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $808M. The largest seller was Select Equity Group, cutting an estimated $190M.

  • 908 institutional investors held Brown & Brown (BRO) as of Q1 2025, up from 873 in Q4 2024.
  • Funds reported $27.3B of Brown & Brown stock for Q1 2025, up 25% quarter-over-quarter.
  • 130 funds opened new Brown & Brown positions in Q1 2025 and 83 closed out, a net change of +47 holders.
  • The largest Brown & Brown buyer in Q1 2025 was Parnassus Investments, an estimated $808M added.
  • The largest Brown & Brown seller in Q1 2025 was Select Equity Group, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2025.