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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 %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$191M -$3.53M -28,380 -2%
Charles Schwab
27
Charles Schwab
California
$171M +$2.26M +18,143 +1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$165M -$6.06M -48,742 -4%
Handelsbanken Fonder
29
Handelsbanken Fonder
Sweden
$164M +$104M +832,100 +173%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$158M +$1.62M +14,427 +1%
CAM
31
Close Asset Management
United Kingdom
$156M -$13.6M -109,650 -8%
UBS Group
32
UBS Group
Switzerland
$155M -$19M -152,856 -11%
Raymond James Financial
33
Raymond James Financial
Florida
$146M +$57.8M +465,028 +66%
Legal & General Group
34
Legal & General Group
United Kingdom
$140M +$2.17M +17,458 +2%
CAM
35
Congress Asset Management
Massachusetts
$138M -$20.4M -164,163 -13%
CIC
36
Chilton Investment Company
Connecticut
$135M +$6.75M +54,282 +5%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$133M -$3.98M -31,959 -3%
GC
38
Gobi Capital
California
$133M -$1.36M -10,900 -1%
Deutsche Bank
39
Deutsche Bank
Germany
$128M -$50.2M -403,481 -28%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$119M +$14.5M +116,505 +14%
CCP
41
Clarkston Capital Partners
Michigan
$118M +$340K +2,730 +0.3%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$99.7M +$5.8M +46,638 +6%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$99.5M +$10.3M +82,514 +12%
Macquarie Group
44
Macquarie Group
Australia
$95.1M -$5.5M -44,197 -5%
TIA
45
Tandem Investment Advisors
South Carolina
$95.1M +$2.32M +18,677 +3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$85.3M +$62.2K +500 +0.1%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$84.2M -$1.05M -8,418 -1%
First Trust Advisors
48
First Trust Advisors
Illinois
$81.6M -$211M -1,693,872 -72%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$80.9M +$71.7M +576,466 +783%
Millennium Management
50
Millennium Management
New York
$80.8M +$2.74M +22,039 +4%
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