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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 %
CC
601
Centiva Capital
New York
$394K -$2.14M -17,225 -84%
OF
602
Optimize Financial
California
$390K -$10.5K -84 -3%
FFA
603
Farther Finance Advisors
California
$387K +$30.2K +243 +8%
BC
604
Burney Company
Virginia
$387K +$56.6K +455 +17%
KFS
605
Kurt F. Somerville
$373K +$373K +3,000 New
KWA
606
Kingswood Wealth Advisors
California
$372K -$1.37K -11 -0.4%
FFA
607
Florida Financial Advisors
Florida
$364K +$364K +2,933 New
HNB
608
Huntington National Bank
Ohio
$364K -$125K -1,002 -26%
OA
609
Operose Advisors
Wisconsin
$361K – – –
WPC
610
Wedmont Private Capital
Pennsylvania
$361K +$66.4K +559 +23%
MWM
611
Mattern Wealth Management
Kansas
$358K – – –
CG
612
Cynosure Group
Utah
$357K +$124 +1 +0%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
613
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$352K -$718K -5,771 -67%
Kovitz Investment Group Partners
614
Kovitz Investment Group Partners
Illinois
$349K -$15.6K -125 -4%
AWM
615
Apollon Wealth Management
South Carolina
$344K +$249 +2 +0.1%
CW
616
CreativeOne Wealth
Kansas
$344K -$622 -5 -0.2%
Arrowstreet Capital
617
Arrowstreet Capital
Massachusetts
$343K -$3.91M -31,438 -92%
EPIMS
618
Evelyn Partners Investment Management Services
$343K +$343K +81 New
N
619
Natixis
France
$342K -$3.25M -26,262 -90%
TAM
620
Trust Asset Management
Texas
$339K +$3.23K +26 +1%
VSQM
621
V-Square Quantitative Management
Illinois
$338K -$28.2K -227 -8%
EL
622
EWA LLC
Pennsylvania
$337K +$249 +2 +0.1%
EAM
623
Eventide Asset Management
Massachusetts
$336K +$336K +2,731 New
SWA
624
Strategies Wealth Advisors
Michigan
$335K +$335K +2,694 New
NWAG
625
Net Worth Advisory Group
Utah
$334K +$334K +2,689 New
23 24
25
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