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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 %
BTWM
501
Baker Tilly Wealth Management
Wisconsin
$795K +$23K +185 +3%
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$789K +$28.2K +227 +4%
AIA
503
AssuredPartners Investment Advisors
Florida
$773K -$30K -241 -4%
SFA
504
Sequoia Financial Advisors
Ohio
$772K -$334K -2,684 -30%
HIM
505
Hanlon Investment Management
New Jersey
$767K -$114K -920 -13%
BMSSC
506
B. Metzler seel. Sohn & Co
Germany
$762K -$13.9K -112 -2%
OWP
507
ORG Wealth Partners
Texas
$753K -$3.6K -29 -0.5%
SIM
508
Studio Investment Management
Illinois
$748K -$44.3K -356 -6%
RCM
509
Radnor Capital Management
Pennsylvania
$745K +$37.3K +300 +5%
SF
510
Synovus Financial
Georgia
$744K -$29.4K -236 -4%
EP
511
Edgestream Partners
New Jersey
$733K -$3.21M -25,774 -81%
TPI
512
Trust Point Inc
Wisconsin
$733K -$69.5K -559 -9%
RWP
513
RWA Wealth Partners
Massachusetts
$732K -$10.6K -85 -1%
AG
514
Ascent Group
Virginia
$722K +$333K +2,676 +86%
CA
515
Claro Advisors
Massachusetts
$721K -$168K -1,349 -19%
Capstone Investment Advisors
516
Capstone Investment Advisors
New York
$715K -$15.8K -127 -2%
SFG
517
SevenBridge Financial Group
Pennsylvania
$714K -$6.65K -60 -0.9%
SFS
518
Sowell Financial Services
Arkansas
$711K +$711K +5,716 New
GXJ
519
Global X Japan
Japan
$711K +$95.9K +771 +16%
SFI
520
Siemens Fonds Invest
Germany
$704K -$433K -3,482 -38%
USAA
521
United Services Automobile Association
Texas
$701K +$701K +5,703 New
Jones Financial Companies
522
Jones Financial Companies
Missouri
$684K +$203K +1,648 +42%
MFA
523
Mayflower Financial Advisors
Massachusetts
$676K -$10.9K -88 -2%
NLP
524
Next Level Private
New York
$675K – – –
AO
525
Advisor OS
Illinois
$669K -$15.3K -123 -2%
19 20
21
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