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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 %
SQA
426
Simon Quick Advisors
New Jersey
$1.31M -$96.9K -779 -7%
PWP
427
Parkwoods Wealth Partners
New York
$1.31M – – –
EOJOAM
428
E. Ohman J:or Asset Management
Sweden
$1.3M -$149K -1,200 -10%
RP
429
Regal Partners
Australia
$1.3M +$1.3M +10,464 New
TCM
430
Twin Capital Management
Pennsylvania
$1.3M -$8.21K -66 -0.6%
UH
431
Unigestion Holding
Switzerland
$1.3M +$771K +6,198 +147%
JF
432
JSF Financial
California
$1.29M -$16.3K -131 -1%
VIG
433
Vienna Insurance Group
Poland
$1.29M -$117K -939 -8%
FDCDDQ
434
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.28M +$467K +3,756 +57%
I
435
INVST
Indiana
$1.26M -$30.7K -247 -2%
BCI
436
Brinker Capital Investments
Pennsylvania
$1.26M +$851K +6,841 +209%
OPS
437
Orion Portfolio Solutions
Nebraska
$1.26M +$851K +6,841 +209%
PAS
438
Park Avenue Securities
New York
$1.24M +$134K +1,074 +12%
NG
439
Novem Group
New York
$1.24M +$298K +2,397 +32%
CIA
440
Concurrent Investment Advisors
Florida
$1.24M +$92.8K +746 +8%
MCM
441
Manchester Capital Management
Vermont
$1.24M +$24K +193 +2%
VIM
442
Vinva Investment Management
Australia
$1.24M +$334K +2,716 +37%
QT
443
Quantbot Technologies
New York
$1.23M -$7.63M -61,349 -86%
MFG
444
Monte Financial Group
Connecticut
$1.22M +$19.9K +170 +2%
AFG
445
Atomi Financial Group
New York
$1.22M +$189K +1,516 +18%
IWC
446
Integrated Wealth Concepts
Massachusetts
$1.22M -$88.9K -715 -7%
HAM
447
Harmony Asset Management
Arizona
$1.21M – – –
GC
448
Gilbert & Cook
Iowa
$1.19M +$23.6K +190 +2%
GT
449
Glenview Trust
Kentucky
$1.19M -$26.4K -212 -2%
OAM
450
Occidental Asset Management
California
$1.19M +$199K +1,600 +20%
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