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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 %
HCA
476
Hyperion Capital Advisors
New York
$933K – – –
PAG
477
Private Advisor Group
New Jersey
$924K +$18.2K +146 +2%
HAS
478
Holland Advisory Services
Florida
$917K +$1.12K +9 +0.1%
CIS
479
Capital International Sarl
California
$912K +$912K +7,330 New
ALA
480
Atlas Legacy Advisors
California
$893K -$252K -2,027 -22%
CFO
481
Callan Family Office
Pennsylvania
$880K -$395K -3,179 -31%
AWA
482
Arkadios Wealth Advisors
Georgia
$866K +$866K +6,962 New
KRSITF
483
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$864K +$864K +6,944 New
IMCOOI
484
Investment Management Corp of Ontario (IMCO)
Canada
$856K +$856K +6,880 New
KPWS
485
Kestra Private Wealth Services
Texas
$855K +$48.4K +389 +6%
GSEP
486
Golden State Equity Partners
California
$851K -$128K -1,032 -13%
MYIA
487
Mount Yale Investment Advisors
Colorado
$851K -$193K -1,555 -19%
XWM
488
Xcel Wealth Management
Florida
$850K +$68.4K +550 +9%
Fifth Third Bancorp
489
Fifth Third Bancorp
Ohio
$847K +$56K +450 +7%
BOTPPF
490
Board of the Pension Protection Fund
United Kingdom
$846K +$722K +5,800 +580%
JWCA
491
J.W. Cole Advisors
Florida
$845K +$586K +4,712 +226%
TPW
492
Talon Private Wealth
Florida
$838K – – –
FEG
493
Financial Enhancement Group
Indiana
$835K +$44.3K +377 +6%
KAS
494
Kestra Advisory Services
Texas
$834K -$1.41M -11,324 -63%
NRI
495
NFP Retirement Inc
California
$831K – – –
MC
496
Moors & Cabot
Massachusetts
$830K -$15.9K -128 -2%
SFSG
497
Sound Financial Strategies Group
Mississippi
$824K -$300K -2,412 -27%
GVAG
498
Great Valley Advisor Group
Delaware
$821K -$4.64M -37,330 -85%
VWM
499
Venturi Wealth Management
Texas
$805K +$9.45K +76 +1%
Lido Advisors
500
Lido Advisors
California
$796K +$212K +1,707 +36%
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