BRO icon

Brown & Brown

891 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

4% more funds holding

Funds holding: 859891 (+32)

8% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 307

0.67% more ownership

Funds ownership: 74.31%74.97% (+0.67%)

Holders
891
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.2M
Puts
$10.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
351
Schroder Investment Management Group
United Kingdom
$2.22M
AWM
352
AE Wealth Management
Kansas
$2.21M
AG
353
AmeriFlex Group
Nevada
$2.19M
ZIM
354
Zacks Investment Management
Illinois
$2.18M
MOS
355
MGO One Seven
Ohio
$2.16M
FT
356
Fiduciary Trust
Massachusetts
$2.15M
KeyBank National Association
357
KeyBank National Association
Ohio
$2.13M
AIP
358
Ameritas Investment Partners
Nebraska
$2.12M
LCM
359
Landscape Capital Management
New Jersey
$2.08M
EWM
360
Evermay Wealth Management
Virginia
$2.05M
KRS
361
Kentucky Retirement Systems
Kentucky
$2.03M
PP
362
Prudential plc
United Kingdom
$1.98M
GT
363
Glenmede Trust
Pennsylvania
$1.97M
TWC
364
TD Waterhouse Canada
Ontario, Canada
$1.95M
CIA
365
Capital Investment Advisors
Georgia
$1.93M
GT
366
Greenleaf Trust
Michigan
$1.92M
OCA
367
Otter Creek Advisors
Florida
$1.91M
DKCM
368
Davidson Kahn Capital Management
California
$1.91M
AF
369
Avanza Fonder
Sweden
$1.9M
BF
370
BOK Financial
Oklahoma
$1.89M
BFPW
371
BOK Financial Private Wealth
Colorado
$1.87M
HIMCH
372
Hartford Investment Management Co (HIMCO)
Connecticut
$1.84M
I
373
InceptionR
California
$1.83M
M&T Bank
374
M&T Bank
New York
$1.83M
NWMG
375
Nicholson Wealth Management Group
South Carolina
$1.81M