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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
PWP
651
Phillips Wealth Planners
Mississippi
$316K +$9.83K +88 +3%
OCBCO
652
Oversea-Chinese Banking Corp (OCBC)
Singapore
$315K -$180K -1,613 -39%
NP
653
NorthRock Partners
Minnesota
$315K +$11.5K +103 +4%
MGIA
654
Moneta Group Investment Advisors
Missouri
$311K -$73.5K -658 -21%
CI
655
Cigna Investments
Connecticut
$310K -$5.59K -50 -2%
BWP
656
Burling Wealth Partners
Illinois
$307K
CA
657
Callahan Advisors
Texas
$306K
LAM
658
Longboard Asset Management
Arizona
$303K
Group One Trading
659
Group One Trading
Illinois
$301K +$270K +2,418 New
PA
660
Parallel Advisors
California
$299K -$3.35K -30 -1%
CP
661
Covenant Partners
Tennessee
$296K
TIA
662
Tiemann Investment Advisors
California
$296K
FAFN
663
First Affirmative Financial Network
Colorado
$296K -$40K -358 -13%
MCA
664
MSH Capital Advisors
Arizona
$295K -$18.7K -167 -7%
TWP
665
Tower Wealth Partners
Pennsylvania
$293K +$43.5K +389 +20%
BFO
666
Boston Family Office
Massachusetts
$292K +$263K +2,350 New
RFC
667
Regions Financial Corp
Alabama
$290K -$6.93K -62 -3%
TAM
668
Tocqueville Asset Management
New York
$289K
NS
669
NBC Securities
Alabama
$287K +$258K +2,312 +115,600%
MSAM
670
Moloney Securities Asset Management
Missouri
$286K
TFA
671
Trinity Financial Advisors
Ohio
$283K
CF
672
Copperwynd Financial
Arizona
$281K -$40.7K -364 -14%
FB
673
Fulton Bank
Pennsylvania
$278K +$5.59K +50 +2%
DWM
674
Diversify Wealth Management
Utah
$276K -$27K -242 -9%
CAWM
675
Capital A Wealth Management
Pennsylvania
$276K -$16.4K -147 -6%

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.