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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
626
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$352K -$645K -5,771 -67%
Kovitz Investment Group Partners
627
Kovitz Investment Group Partners
Illinois
$349K -$14K -125 -4%
AWM
628
Apollon Wealth Management
South Carolina
$344K +$223 +2 +0.1%
CW
629
CreativeOne Wealth
Kansas
$344K -$559 -5 -0.2%
Arrowstreet Capital
630
Arrowstreet Capital
Massachusetts
$343K -$3.51M -31,438 -92%
EPIMS
631
Evelyn Partners Investment Management Services
$343K +$4.13K +37 +1%
N
632
Natixis
France
$342K -$2.93M -26,262 -90%
TAM
633
Trust Asset Management
Texas
$339K +$2.9K +26 +1%
VSQM
634
V-Square Quantitative Management
Illinois
$338K -$25.4K -227 -8%
EL
635
EWA LLC
Pennsylvania
$337K +$223 +2 +0.1%
EAM
636
Eventide Asset Management
Massachusetts
$336K +$305K +2,731 New
SWA
637
Strategies Wealth Advisors
Michigan
$335K +$301K +2,694 New
NWAG
638
Net Worth Advisory Group
Utah
$334K +$300K +2,689 New
SCA
639
Snowden Capital Advisors
New York
$333K -$6.59K -59 -2%
GKFF
640
George Kaiser Family Foundation
Oklahoma
$332K +$298K +2,666 New
PGCM
641
Prescott Group Capital Management
Oklahoma
$332K +$298K +2,666 New
BA
642
Brightwater Advisory
Florida
$331K
MG
643
Mather Group
Illinois
$328K +$23.4K +209 +9%
MPM
644
MBB Public Markets
Illinois
$328K +$294K +2,634 New
SSA
645
Schonfeld Strategic Advisors
New York
$327K +$294K +2,627 New
FCM
646
Fieldview Capital Management
Michigan
$324K +$291K +2,605 New
CGL
647
Clarius Group LLC
Washington
$322K +$289K +2,587 New
MFG
648
Merit Financial Group
Georgia
$322K +$66.2K +592 +30%
WAG
649
Wallace Advisory Group
California
$320K -$1.12K -10 -0.3%
II
650
Inspire Investing
Idaho
$320K -$1.01M -9,076 -78%

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.