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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 %
IC
676
Iconiq Capital
California
$249K +$249K +2,001 New
RC
677
RBF Capital
California
$249K – – –
WTFG
678
Wood Tarver Financial Group
Idaho
$247K – – –
HH
679
Hilltop Holdings
Texas
$246K -$49.3K -396 -17%
VA
680
VestGen Advisors
Illinois
$245K +$245K +1,967 New
SI
681
Sprott Inc
Ontario, Canada
$244K +$244K +1,960 New
CA
682
Commerzbank Aktiengesellschaft
Germany
$243K +$243K +1,952 New
QWP
683
Quotient Wealth Partners
Texas
$241K +$241K +1,940 New
RFG
684
RFP Financial Group
Georgia
$240K -$5.6K -45 -2%
ICP
685
Impact Capital Partners
Colorado
$238K +$238K +1,910 New
SPC
686
Spirepoint Private Client
Florida
$237K -$37.9K -305 -14%
FW
687
FullCircle Wealth
Texas
$237K +$23K +200 +11%
FTWA
688
Fifth Third Wealth Advisors
Ohio
$234K +$234K +1,882 New
BAM
689
Berkshire Asset Management
Pennsylvania
$234K – – –
BWM
690
Baron Wealth Management
Michigan
$232K +$232K +1,863 New
CSPIA
691
Cary Street Partners Investment Advisory
Virginia
$232K +$34.2K +275 +17%
HKIMG
692
Hutchens & Kramer Investment Management Group
Indiana
$232K +$232K +1,862 New
OP
693
ORG Partners
Indiana
$231K -$58.9K -474 -20%
EDRH
694
Edmond de Rothschild Holding
Switzerland
$230K -$227K -1,821 -50%
IA
695
IFC Advisors
California
$229K +$229K +1,838 New
MCM
696
MAI Capital Management
Ohio
$225K +$63.2K +508 +39%
LS
697
Livforsakringsbolaget Skandia
Sweden
$224K – – –
SL
698
SFM LLC
New Hampshire
$224K +$224K +1,797 New
WWM
699
Western Wealth Management
Colorado
$223K +$223K +1,794 New
CIAS
700
CFS Investment Advisory Services
New Jersey
$223K +$223K +1,794 New
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