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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
VA
476
Vident Advisory
Georgia
$1.04M +$452K +4,042 +93%
TMAM
477
Tokio Marine Asset Management
Japan
$1.03M +$87.4K +782 +10%
KSWWM
478
Keyes Stange & Wooten Wealth Management
Florida
$1.03M -$15.5K -139 -2%
SBFM
479
S-Bank Fund Management
Finland
$992K +$891K +7,974 New
CB
480
Centennial Bank
Arkansas
$981K -$14.4K -129 -2%
BCM
481
Brookstone Capital Management
Illinois
$981K +$37.1K +332 +4%
PS
482
Principal Securities
Iowa
$940K
NMIMC
483
Northwestern Mutual Investment Management Company
Wisconsin
$939K +$1.34K +12 +0.2%
CS
484
Cannell & Spears
New York
$936K +$223 +2 +0%
Nomura Holdings
485
Nomura Holdings
Japan
$933K -$1.34M -11,958 -61%
HCA
486
Hyperion Capital Advisors
New York
$933K
PAG
487
Private Advisor Group
New Jersey
$924K +$16.3K +146 +2%
HAS
488
Holland Advisory Services
Florida
$917K +$1.01K +9 +0.1%
CIS
489
Capital International Sarl
California
$912K +$819K +7,330 New
ALA
490
Atlas Legacy Advisors
California
$893K -$226K -2,027 -22%
CFO
491
Callan Family Office
Pennsylvania
$880K -$355K -3,179 -31%
AWA
492
Arkadios Wealth Advisors
Georgia
$866K +$778K +6,962 New
KRSITF
493
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$864K +$776K +6,944 New
IMCOOI
494
Investment Management Corp of Ontario (IMCO)
Canada
$856K +$769K +6,880 New
KPWS
495
Kestra Private Wealth Services
Texas
$855K +$43.5K +389 +6%
GSEP
496
Golden State Equity Partners
California
$851K -$115K -1,032 -13%
MYIA
497
Mount Yale Investment Advisors
Colorado
$851K -$174K -1,555 -19%
XWM
498
Xcel Wealth Management
Florida
$850K +$61.5K +550 +9%
Fifth Third Bancorp
499
Fifth Third Bancorp
Ohio
$847K +$50.3K +450 +7%
BOTPPF
500
Board of the Pension Protection Fund
United Kingdom
$846K +$648K +5,800 +580%

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.