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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 %
Mercer Global Advisors
401
Mercer Global Advisors
Colorado
$1.47M +$330K +2,651 +29%
AAS
402
Avantax Advisory Services
Texas
$1.47M +$571K +4,589 +63%
HAIM
403
Hunter Associates Investment Management
Pennsylvania
$1.47M -$191K -1,535 -11%
CIA
404
Compass Ion Advisors
Pennsylvania
$1.45M +$871 +7 +0.1%
SC
405
Sepio Capital
Utah
$1.44M -$568K -4,562 -28%
GH
406
GAM Holding
Switzerland
$1.43M +$183K +1,468 +15%
TCM
407
Tributary Capital Management
Nebraska
$1.43M -$263K -2,114 -16%
TRCT
408
Tower Research Capital (TRC)
New York
$1.42M -$649K -5,217 -31%
MMA
409
Mizuho Markets Americas
New York
$1.42M -$1.77M -14,197 -55%
NB
410
Norinchukin Bank
Japan
$1.41M +$174K +1,398 +14%
HCMT
411
Highland Capital Management (Tennessee)
Tennessee
$1.4M +$1.4M +11,251 New
IIA
412
IPG Investment Advisors
California
$1.4M +$1.4M +11,228 New
MSRPS
413
Maryland State Retirement & Pension System
Maryland
$1.39M -$198K -1,588 -12%
Focus Partners Wealth
414
Focus Partners Wealth
Massachusetts
$1.39M +$68.1K +547 +5%
SAM
415
Strategy Asset Managers
California
$1.39M +$651K +5,233 +89%
NMERB
416
New Mexico Educational Retirement Board
New Mexico
$1.38M -$24.9K -200 -2%
FDP
417
Financiere des Professionnels
Quebec, Canada
$1.37M +$269K +2,162 +24%
WS
418
Wedbush Securities
California
$1.37M -$84.8K -682 -6%
BAAM
419
Baker Avenue Asset Management
California
$1.35M +$1.35M +10,891 New
CCM
420
Chaney Capital Management
Washington
$1.35M – – –
NG
421
Norden Group
Utah
$1.35M -$70.5K -567 -5%
PCP
422
Proficio Capital Partners
Massachusetts
$1.34M -$7.96K -64 -0.6%
OAM
423
Ostrum Asset Management
France
$1.33M -$35.5K -285 -3%
BIA
424
Benchmark Investment Advisors
Illinois
$1.32M -$733K -5,893 -36%
IG
425
ING Group
Netherlands
$1.32M -$10.2K -82 -0.8%
15 16
17
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