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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 %
MCA
651
MSH Capital Advisors
Arizona
$295K -$20.8K -167 -7%
TWP
652
Tower Wealth Partners
Pennsylvania
$293K +$48.4K +389 +20%
BFO
653
Boston Family Office
Massachusetts
$292K +$292K +2,350 New
RFC
654
Regions Financial Corp
Alabama
$290K -$7.71K -62 -3%
TAM
655
Tocqueville Asset Management
New York
$289K – – –
NS
656
NBC Securities
Alabama
$287K +$287K +2,312 +115,600%
MSAM
657
Moloney Securities Asset Management
Missouri
$286K – – –
TFA
658
Trinity Financial Advisors
Ohio
$283K – – –
CF
659
Copperwynd Financial
Arizona
$281K -$45.3K -364 -14%
FB
660
Fulton Bank
Pennsylvania
$278K +$6.22K +50 +2%
DWM
661
Diversify Wealth Management
Utah
$276K -$26.1K -242 -9%
CAWM
662
Capital A Wealth Management
Pennsylvania
$276K -$18.3K -147 -6%
TWM
663
Tradition Wealth Management
Minnesota
$274K +$249 +2 +0.1%
KCPG
664
Kavar Capital Partners Group
Kansas
$272K – – –
BCV
665
Banque Cantonale Vaudoise
Switzerland
$272K +$272K +2,180 New
QCG
666
Quadrant Capital Group
Ohio
$270K +$226K +1,819 +523%
TCA
667
Transcend Capital Advisors
New Jersey
$269K +$17.2K +138 +7%
ST
668
Smithfield Trust
Pennsylvania
$269K – – –
AWM
669
Angeles Wealth Management
California
$266K +$6.22K +50 +2%
WANY
670
Wealthspire Advisors (New York)
New York
$263K +$2.61K +21 +1%
DWA
671
Douglass Winthrop Advisors
New York
$261K – – –
RWM
672
Ritholtz Wealth Management
New York
$255K +$255K +2,052 New
LFAS
673
Level Four Advisory Services
Texas
$255K +$255K +2,049 New
FFP
674
FourThought Financial Partners
Florida
$251K -$20.4K -164 -8%
MBTD
675
Mechanics Bank - Trust Department
California
$251K – – –
25 26
27
28 29