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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 %
RCA
451
Resonant Capital Advisors
Wisconsin
$1.17M +$6.72K +54 +0.6%
ACA
452
Aptus Capital Advisors
Alabama
$1.16M +$562K +4,517 +94%
BJL
453
Brighton Jones LLC
Washington
$1.16M -$98.7K -793 -8%
QI
454
Qtron Investments
Massachusetts
$1.14M +$97.8K +786 +9%
EWA
455
EP Wealth Advisors
California
$1.13M -$34.2K -275 -3%
ALMGDA
456
AG2R La Mondiale Gestion d'Actifs
France
$1.12M +$1.12M +9,920 New
HFM
457
Harvest Fund Management
China
$1.12M +$418K +3,357 +60%
RAG
458
RIA Advisory Group
Iowa
$1.11M +$1.11M +8,954 New
GI
459
GAMMA Investing
California
$1.11M +$129K +1,039 +13%
CB
460
Commerce Bank
Missouri
$1.11M -$75.8K -609 -6%
BPCE
461
Bank Pictet & Cie (Europe)
Germany
$1.11M – – –
Envestnet Portfolio Solutions
462
Envestnet Portfolio Solutions
Illinois
$1.09M -$295K -2,368 -21%
IIC
463
Integrated Investment Consultants
Michigan
$1.09M -$2.61K -21 -0.2%
ET
464
Equitable Trust
Tennessee
$1.06M -$400K -3,213 -27%
PWG
465
Portside Wealth Group
Utah
$1.05M +$47.9K +385 +5%
VA
466
Vident Advisory
Georgia
$1.04M +$503K +4,042 +93%
TMAM
467
Tokio Marine Asset Management
Japan
$1.03M +$97.3K +782 +10%
KSWWM
468
Keyes Stange & Wooten Wealth Management
Florida
$1.03M -$17.3K -139 -2%
SBFM
469
S-Bank Fund Management
Finland
$992K +$992K +7,974 New
CB
470
Centennial Bank
Arkansas
$981K -$16K -129 -2%
BCM
471
Brookstone Capital Management
Illinois
$981K +$41.3K +332 +4%
PS
472
Principal Securities
Iowa
$940K – – –
NMIMC
473
Northwestern Mutual Investment Management Company
Wisconsin
$939K +$1.49K +12 +0.2%
CS
474
Cannell & Spears
New York
$936K +$249 +2 +0%
Nomura Holdings
475
Nomura Holdings
Japan
$933K -$1.49M -11,958 -61%
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