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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
FDP
426
Financiere des Professionnels
Quebec, Canada
$1.37M +$242K +2,162 +24%
WS
427
Wedbush Securities
California
$1.37M -$76.2K -682 -6%
BAAM
428
Baker Avenue Asset Management
California
$1.35M +$1.22M +10,891 New
CCM
429
Chaney Capital Management
Washington
$1.35M
NG
430
Norden Group
Utah
$1.35M -$63.4K -567 -5%
PCP
431
Proficio Capital Partners
Massachusetts
$1.34M -$7.15K -64 -0.6%
OAM
432
Ostrum Asset Management
France
$1.33M -$31.8K -285 -3%
BIA
433
Benchmark Investment Advisors
Illinois
$1.32M -$658K -5,893 -36%
IG
434
ING Group
Netherlands
$1.32M -$9.16K -82 -0.8%
GSCM
435
Greenfield Seitz Capital Management
Texas
$1.32M
SQA
436
Simon Quick Advisors
New Jersey
$1.31M -$87K -779 -7%
PWP
437
Parkwoods Wealth Partners
New York
$1.31M
EOJOAM
438
E. Ohman J:or Asset Management
Sweden
$1.3M -$134K -1,200 -10%
RP
439
Regal Partners
Australia
$1.3M +$1.17M +10,464 New
TCM
440
Twin Capital Management
Pennsylvania
$1.3M -$7.38K -66 -0.6%
UH
441
Unigestion Holding
Switzerland
$1.3M +$693K +6,198 +147%
JF
442
JSF Financial
California
$1.29M -$14.6K -131 -1%
VIG
443
Vienna Insurance Group
Poland
$1.29M -$105K -939 -8%
FDCDDQ
444
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.28M +$420K +3,756 +57%
I
445
INVST
Indiana
$1.26M -$27.6K -247 -2%
BCI
446
Brinker Capital Investments
Pennsylvania
$1.26M +$764K +6,841 +209%
OPS
447
Orion Portfolio Solutions
Nebraska
$1.26M +$764K +6,841 +209%
PAS
448
Park Avenue Securities
New York
$1.24M +$120K +1,074 +12%
NG
449
Novem Group
New York
$1.24M +$268K +2,397 +32%
CIA
450
Concurrent Investment Advisors
Florida
$1.24M +$83.4K +746 +8%

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.