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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 %
LWAM
576
Legacy Wealth Asset Management
Minnesota
$457K -$32.5K -261 -7%
SWP
577
Sagespring Wealth Partners
Tennessee
$454K +$454K +3,653 New
BP
578
Ballentine Partners
Massachusetts
$454K +$19.8K +159 +5%
PTC
579
Private Trust Company
Ohio
$447K +$18.3K +147 +4%
PIM
580
Plato Investment Management
Australia
$447K -$304K -2,419 -41%
WHCI
581
W.H. Cornerstone Investments
Massachusetts
$442K +$622 +5 +0.1%
FRA
582
Frank Rimerman Advisors
California
$441K +$35K +281 +9%
UCFA
583
United Capital Financial Advisors
Texas
$435K +$27.7K +223 +7%
CCA
584
Checchi Capital Advisers
California
$431K +$2.61K +21 +0.6%
CCA
585
Cadent Capital Advisors
Oklahoma
$427K -$186K -1,493 -30%
MIF
586
Mediolanum International Funds
Ireland
$425K +$425K +3,461 New
HI
587
Horizon Investments
North Carolina
$423K +$20.7K +167 +5%
NWMG
588
National Wealth Management Group
Ohio
$422K +$422K +3,393 New
PA
589
Profund Advisors
Maryland
$422K -$35K -281 -8%
IB
590
Intrust Bank
Kansas
$419K +$41.4K +333 +11%
MYAM
591
Meiji Yasuda Asset Management
Japan
$419K -$82.1K -660 -16%
KCM
592
Kathmere Capital Management
Pennsylvania
$419K +$87.5K +703 +26%
MAS
593
Meeder Advisory Services
Ohio
$415K +$16.5K +133 +4%
SCA
594
Stonebridge Capital Advisors
Minnesota
$414K -$43.5K -350 -10%
CAMG
595
CWA Asset Management Group
Florida
$411K +$48.6K +391 +13%
ATPW
596
Ashton Thomas Private Wealth
Arizona
$411K +$76K +611 +23%
AIM
597
Anchor Investment Management
South Carolina
$404K – – –
M1FG
598
Mach-1 Financial Group
Arkansas
$404K +$404K +3,245 New
GL
599
Graypoint LLC
New York
$399K +$12.8K +103 +3%
Lazard Asset Management
600
Lazard Asset Management
New York
$397K +$147K +1,183 +59%
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