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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 %
KA
551
Klingman & Associates
New York
$552K +$3.36K +27 +0.6%
MP
552
Moment Partners
California
$550K -$7.09K -57 -1%
WA
553
Waverly Advisors
Alabama
$541K +$247K +1,989 +84%
AA
554
Apriem Advisors
California
$540K – – –
GIA
555
Gateway Investment Advisers
Ohio
$536K +$12.1K +97 +2%
VI
556
Vestcor Inc
New Brunswick, Canada
$532K +$1.37K +11 +0.3%
AWM
557
Axxcess Wealth Management
California
$529K +$269K +2,164 +104%
DILIC
558
Dai-ichi Life Insurance Company
Japan
$529K – – –
Brown Advisory
559
Brown Advisory
Maryland
$528K +$9.83K +79 +2%
AV
560
ASR Vermogensbeheer
Netherlands
$527K +$527K +4,236 New
RWM
561
Revisor Wealth Management
Ohio
$523K +$217K +1,742 +71%
MSA
562
MUFG Securities Americas
New York
$523K +$86.7K +697 +20%
MIC
563
Means Investment Company
Maine
$516K – – –
PFM
564
Phillips Financial Management
Indiana
$511K +$6.22K +50 +1%
AA
565
Advisory Alpha
Michigan
$510K +$140K +1,123 +38%
SBIA
566
Sheaff Brock Investment Advisors
Indiana
$500K +$2.24K +18 +0.4%
ST
567
Somerset Trust
Pennsylvania
$490K -$3.98K -32 -0.8%
ATC
568
Argent Trust Co
Tennessee
$490K -$36.1K -290 -7%
OWA
569
Outlook Wealth Advisors
Texas
$485K +$1.99K +16 +0.4%
MA
570
Mutual Advisors
Nebraska
$480K +$77K +673 +19%
BAM
571
Belpointe Asset Management
Nevada
$479K -$7.59K -61 -2%
RWA
572
River Wealth Advisors
Pennsylvania
$474K – – –
SSW
573
Smith Shellnut Wilson
Mississippi
$465K – – –
AWAU
574
Alliance Wealth Advisors (Utah)
Utah
$463K -$27.5K -221 -6%
HAG
575
HighPoint Advisor Group
Illinois
$461K -$39.1K -362 -8%
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