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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
PA
601
Profund Advisors
Maryland
$422K -$31.4K -281 -8%
IB
602
Intrust Bank
Kansas
$419K +$37.2K +333 +11%
MYAM
603
Meiji Yasuda Asset Management
Japan
$419K -$73.7K -660 -16%
KCM
604
Kathmere Capital Management
Pennsylvania
$419K +$78.6K +703 +26%
MAS
605
Meeder Advisory Services
Ohio
$415K +$14.9K +133 +4%
SCA
606
Stonebridge Capital Advisors
Minnesota
$414K -$39.1K -350 -10%
CAMG
607
CWA Asset Management Group
Florida
$411K +$43.7K +391 +13%
ATPW
608
Ashton Thomas Private Wealth
Arizona
$411K +$68.3K +611 +23%
AIM
609
Anchor Investment Management
South Carolina
$404K
M1FG
610
Mach-1 Financial Group
Arkansas
$404K +$363K +3,245 New
GL
611
Graypoint LLC
New York
$399K +$11.5K +103 +3%
Lazard Asset Management
612
Lazard Asset Management
New York
$397K +$132K +1,183 +59%
CC
613
Centiva Capital
New York
$394K -$1.92M -17,225 -84%
OF
614
Optimize Financial
California
$390K -$9.39K -84 -3%
FFA
615
Farther Finance Advisors
California
$387K +$27.2K +243 +8%
BC
616
Burney Company
Virginia
$387K +$50.8K +455 +17%
KFS
617
Kurt F. Somerville
$373K +$335K +3,000 New
KWA
618
Kingswood Wealth Advisors
California
$372K -$1.23K -11 -0.4%
FFA
619
Florida Financial Advisors
Florida
$364K +$328K +2,933 New
HNB
620
Huntington National Bank
Ohio
$364K -$112K -1,002 -26%
OA
621
Operose Advisors
Wisconsin
$361K
WPC
622
Wedmont Private Capital
Pennsylvania
$361K +$62.5K +559 +23%
IFG
623
Independent Financial Group
California
$360K -$7.04K -63 -2%
MWM
624
Mattern Wealth Management
Kansas
$358K
CG
625
Cynosure Group
Utah
$357K +$112 +1 +0%

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.