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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
JWCA
501
J.W. Cole Advisors
Florida
$845K +$527K +4,712 +226%
TPW
502
Talon Private Wealth
Florida
$838K
FEG
503
Financial Enhancement Group
Indiana
$835K +$42.1K +377 +6%
KAS
504
Kestra Advisory Services
Texas
$834K -$1.27M -11,324 -63%
NRI
505
NFP Retirement Inc
California
$831K
MC
506
Moors & Cabot
Massachusetts
$830K -$14.3K -128 -2%
SFSG
507
Sound Financial Strategies Group
Mississippi
$824K -$270K -2,412 -27%
GVAG
508
Great Valley Advisor Group
Delaware
$821K -$4.17M -37,330 -85%
VWM
509
Venturi Wealth Management
Texas
$805K +$8.49K +76 +1%
Lido Advisors
510
Lido Advisors
California
$796K +$191K +1,707 +36%
BTWM
511
Baker Tilly Wealth Management
Wisconsin
$795K +$20.7K +185 +3%
Carson Wealth (CWM LLC)
512
Carson Wealth (CWM LLC)
Nebraska
$789K +$25.4K +227 +4%
AIA
513
AssuredPartners Investment Advisors
Florida
$773K -$26.9K -241 -4%
SFA
514
Sequoia Financial Advisors
Ohio
$772K -$300K -2,684 -30%
HIM
515
Hanlon Investment Management
New Jersey
$767K -$103K -920 -13%
BMSSC
516
B. Metzler seel. Sohn & Co
Germany
$762K -$12.5K -112 -2%
OWP
517
ORG Wealth Partners
Texas
$753K -$3.24K -29 -0.5%
SIM
518
Studio Investment Management
Illinois
$748K -$39.8K -356 -6%
RCM
519
Radnor Capital Management
Pennsylvania
$745K +$33.5K +300 +5%
SF
520
Synovus Financial
Georgia
$744K -$26.4K -236 -4%
EP
521
Edgestream Partners
New Jersey
$733K -$2.88M -25,774 -81%
TPI
522
Trust Point Inc
Wisconsin
$733K -$62.5K -559 -9%
RWP
523
RWA Wealth Partners
Massachusetts
$732K -$9.5K -85 -1%
AG
524
Ascent Group
Virginia
$722K +$299K +2,676 +86%
CA
525
Claro Advisors
Massachusetts
$721K -$151K -1,349 -19%

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.