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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
MCM
451
Manchester Capital Management
Vermont
$1.24M +$21.6K +193 +2%
VIM
452
Vinva Investment Management
Australia
$1.24M +$303K +2,716 +37%
QT
453
Quantbot Technologies
New York
$1.23M -$6.86M -61,349 -86%
MFG
454
Monte Financial Group
Connecticut
$1.22M +$19K +170 +2%
AFG
455
Atomi Financial Group
New York
$1.22M +$169K +1,516 +18%
IWC
456
Integrated Wealth Concepts
Massachusetts
$1.22M -$79.9K -715 -7%
HAM
457
Harmony Asset Management
Arizona
$1.21M
GC
458
Gilbert & Cook
Iowa
$1.19M +$21.2K +190 +2%
GT
459
Glenview Trust
Kentucky
$1.19M -$23.7K -212 -2%
OAM
460
Occidental Asset Management
California
$1.19M +$179K +1,600 +20%
RCA
461
Resonant Capital Advisors
Wisconsin
$1.17M +$6.03K +54 +0.6%
ACA
462
Aptus Capital Advisors
Alabama
$1.16M +$505K +4,517 +94%
BJL
463
Brighton Jones LLC
Washington
$1.16M -$88.6K -793 -8%
QI
464
Qtron Investments
Massachusetts
$1.14M +$87.8K +786 +9%
EWA
465
EP Wealth Advisors
California
$1.13M -$30.7K -275 -3%
ALMGDA
466
AG2R La Mondiale Gestion d'Actifs
France
$1.12M +$1.11M +9,920 New
HFM
467
Harvest Fund Management
China
$1.12M +$375K +3,357 +60%
RAG
468
RIA Advisory Group
Iowa
$1.11M +$1M +8,954 New
GI
469
GAMMA Investing
California
$1.11M +$116K +1,039 +13%
CB
470
Commerce Bank
Missouri
$1.11M -$68K -609 -6%
BPCE
471
Bank Pictet & Cie (Europe)
Germany
$1.11M
Envestnet Portfolio Solutions
472
Envestnet Portfolio Solutions
Illinois
$1.09M -$265K -2,368 -21%
IIC
473
Integrated Investment Consultants
Michigan
$1.09M -$2.35K -21 -0.2%
ET
474
Equitable Trust
Tennessee
$1.06M -$359K -3,213 -27%
PWG
475
Portside Wealth Group
Utah
$1.05M +$43K +385 +5%

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.