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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 %
SG Americas Securities
376
SG Americas Securities
New York
$1.81M +$287K +2,304 +19%
MLM
377
Mount Lucas Management
Pennsylvania
$1.79M -$57.8K -465 -3%
ECM
378
Everence Capital Management
Indiana
$1.78M – – –
CWP
379
Cyndeo Wealth Partners
Florida
$1.77M +$252K +2,027 +17%
Federated Hermes
380
Federated Hermes
Pennsylvania
$1.75M -$10.2M -82,349 -85%
FCM
381
Fairbanks Capital Management
California
$1.74M +$1.74M +13,947 New
GIBU
382
Gulf International Bank (UK)
United Kingdom
$1.72M -$633K -5,086 -27%
NIM
383
NEOS Investment Management
Connecticut
$1.7M +$312K +2,506 +22%
SW
384
SlateStone Wealth
Florida
$1.68M -$277K -2,225 -14%
VIA
385
Virtus Investment Advisers
Connecticut
$1.68M +$1.47M +11,803 +685%
PIWA
386
Prevail Innovative Wealth Advisors
Kansas
$1.68M -$492K -3,953 -23%
HWM
387
HB Wealth Management
Georgia
$1.67M +$909K +7,311 +119%
LOAMU
388
Lombard Odier Asset Management (USA)
New York
$1.65M +$1.65M +13,277 New
Wealthfront Advisers
389
Wealthfront Advisers
California
$1.64M +$342K +2,752 +26%
Canada Pension Plan Investment Board
390
Canada Pension Plan Investment Board
Ontario, Canada
$1.62M +$1.58M +12,708 +3,683%
Citadel Advisors
391
Citadel Advisors
Florida
$1.61M +$1.59M +12,807 +8,055%
EMCIP
392
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.6M +$1.6M +8,932 New
LSERS
393
Louisiana State Employees Retirement System
Louisiana
$1.59M – – –
CPA
394
Cathy Pareto & Associates
Florida
$1.59M – – –
CA
395
Cullinan Associates
Kentucky
$1.56M -$62.2K -500 -4%
SAM
396
Securian Asset Management
Minnesota
$1.55M -$25.1K -202 -2%
PMWMG
397
Parr McKnight Wealth Management Group
Minnesota
$1.53M +$622 +5 +0%
CSI
398
Cross Staff Investments
New York
$1.49M – – –
MFGM
399
Marshall Financial Group (Maryland)
Maryland
$1.47M +$20.8K +167 +1%
PCM
400
Price Capital Management
Louisiana
$1.47M +$1.47M +11,840 New
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