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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 %
Schroder Investment Management Group
351
Schroder Investment Management Group
United Kingdom
$2.22M -$65K -529 -3%
AWM
352
AE Wealth Management
Kansas
$2.21M -$51.1K -411 -2%
AG
353
AmeriFlex Group
Nevada
$2.19M -$6.84K -55 -0.3%
ZIM
354
Zacks Investment Management
Illinois
$2.18M +$64.1K +515 +3%
MOS
355
MGO One Seven
Ohio
$2.16M -$239K -1,920 -10%
FT
356
Fiduciary Trust
Massachusetts
$2.15M +$258K +2,072 +14%
KeyBank National Association
357
KeyBank National Association
Ohio
$2.13M -$348K -2,796 -14%
AIP
358
Ameritas Investment Partners
Nebraska
$2.12M -$310K -2,494 -13%
LCM
359
Landscape Capital Management
New Jersey
$2.08M +$1.75M +14,063 +525%
EWM
360
Evermay Wealth Management
Virginia
$2.05M -$60.3K -485 -3%
KRS
361
Kentucky Retirement Systems
Kentucky
$2.03M +$4.23K +34 +0.2%
PP
362
Prudential plc
United Kingdom
$1.98M – – –
GT
363
Glenmede Trust
Pennsylvania
$1.97M -$22.6K -182 -1%
TWC
364
TD Waterhouse Canada
Ontario, Canada
$1.95M +$1.84M +14,866 +1,611%
CIA
365
Capital Investment Advisors
Georgia
$1.93M +$1.93M +15,503 New
GT
366
Greenleaf Trust
Michigan
$1.92M -$4.23K -34 -0.2%
OCA
367
Otter Creek Advisors
Florida
$1.91M -$2.19M -17,608 -53%
DKCM
368
Davidson Kahn Capital Management
California
$1.91M +$535K +4,303 +39%
AF
369
Avanza Fonder
Sweden
$1.9M -$597K -4,804 -24%
BF
370
BOK Financial
Oklahoma
$1.89M -$237K -1,906 -11%
BFPW
371
BOK Financial Private Wealth
Colorado
$1.87M -$457K -3,675 -20%
HIMCH
372
Hartford Investment Management Co (HIMCO)
Connecticut
$1.84M -$18.9K -152 -1%
I
373
InceptionR
California
$1.83M -$356K -2,860 -16%
M&T Bank
374
M&T Bank
New York
$1.83M +$662K +5,323 +57%
NWMG
375
Nicholson Wealth Management Group
South Carolina
$1.81M +$34.5K +277 +2%
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