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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 %
SCA
626
Snowden Capital Advisors
New York
$333K -$7.34K -59 -2%
GKFF
627
George Kaiser Family Foundation
Oklahoma
$332K +$332K +2,666 New
PGCM
628
Prescott Group Capital Management
Oklahoma
$332K +$332K +2,666 New
BA
629
Brightwater Advisory
Florida
$331K – – –
MG
630
Mather Group
Illinois
$328K +$26K +209 +9%
MPM
631
MBB Public Markets
Illinois
$328K +$328K +2,634 New
SSA
632
Schonfeld Strategic Advisors
New York
$327K +$327K +2,627 New
FCM
633
Fieldview Capital Management
Michigan
$324K +$324K +2,605 New
CGL
634
Clarius Group LLC
Washington
$322K +$322K +2,587 New
MFG
635
Merit Financial Group
Georgia
$322K +$73.6K +592 +30%
WAG
636
Wallace Advisory Group
California
$320K -$1.02K -10 -0.3%
II
637
Inspire Investing
Idaho
$320K -$1.13M -9,076 -78%
PWP
638
Phillips Wealth Planners
Mississippi
$316K +$10.5K +88 +3%
OCBCO
639
Oversea-Chinese Banking Corp (OCBC)
Singapore
$315K -$201K -1,613 -39%
NP
640
NorthRock Partners
Minnesota
$315K +$12.8K +103 +4%
MGIA
641
Moneta Group Investment Advisors
Missouri
$311K -$81.9K -658 -21%
CI
642
Cigna Investments
Connecticut
$310K -$6.22K -50 -2%
BWP
643
Burling Wealth Partners
Illinois
$307K – – –
CA
644
Callahan Advisors
Texas
$306K – – –
LAM
645
Longboard Asset Management
Arizona
$303K – – –
Group One Trading
646
Group One Trading
Illinois
$301K +$301K +2,418 New
PA
647
Parallel Advisors
California
$299K -$3.73K -30 -1%
CP
648
Covenant Partners
Tennessee
$296K – – –
TIA
649
Tiemann Investment Advisors
California
$296K – – –
FAFN
650
First Affirmative Financial Network
Colorado
$296K -$44.5K -358 -13%
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