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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 %
MA
526
MJP Associates
Connecticut
$666K +$5.72K +46 +0.9%
LCWP
527
Legacy Capital Wealth Partners
Arkansas
$664K -$77.6K -624 -10%
APWM
528
Argonautica Private Wealth Management
Massachusetts
$659K -$7.96K -64 -1%
TCM
529
Teza Capital Management
Illinois
$654K +$654K +5,261 New
HCM
530
Howland Capital Management
Massachusetts
$646K +$5.35K +43 +0.8%
SOS
531
Silver Oak Securities
Tennessee
$646K +$646K +5,254 New
UW
532
Unique Wealth
Florida
$643K +$206K +1,657 +47%
KWM
533
Kingsview Wealth Management
Oregon
$641K -$8.96K -72 -1%
BBVA
534
Banco Bilbao Vizcaya Argentaria
Spain
$635K +$27K +217 +4%
JCIA
535
Jackson Creek Investment Advisors
Colorado
$633K -$66.5K -534 -10%
BMWM
536
Brown Miller Wealth Management
Virginia
$631K +$631K +5,071 New
GFM
537
GF Fund Management
China
$630K +$630K +5,065 New
Jane Street
538
Jane Street
New York
$621K +$169K +1,356 +37%
MCM
539
Massar Capital Management
Connecticut
$610K +$610K +4,900 New
FCP
540
Fidelis Capital Partners
Florida
$599K -$16.4K -143 -3%
Fayez Sarofim & Co
541
Fayez Sarofim & Co
Texas
$596K +$596K +4,790 New
WTB
542
Washington Trust Bank
Washington
$595K +$4.11K +33 +0.7%
GWP
543
Gen-Wealth Partners
Michigan
$589K -$109K -875 -16%
FFM
544
Forum Financial Management
Illinois
$586K – – –
Vontobel Holding
545
Vontobel Holding
Switzerland
$580K -$55.9K -449 -9%
FAIM
546
Financial Advocates Investment Management
Washington
$579K +$16.9K +136 +3%
Balyasny Asset Management
547
Balyasny Asset Management
Illinois
$572K -$84.9M -682,500 -99%
FPCG
548
Forum Private Client Group
Indiana
$570K -$5.23K -42 -0.9%
O
549
Ossiam
France
$567K -$312K -2,511 -36%
JSW
550
Journey Strategic Wealth
New Jersey
$561K +$3.36K +27 +0.6%
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