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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
TWM
676
Tradition Wealth Management
Minnesota
$274K +$223 +2 +0.1%
KCPG
677
Kavar Capital Partners Group
Kansas
$272K
BCV
678
Banque Cantonale Vaudoise
Switzerland
$272K +$244K +2,180 New
QCG
679
Quadrant Capital Group
Ohio
$270K +$203K +1,819 +523%
TCA
680
Transcend Capital Advisors
New Jersey
$269K +$15.4K +138 +7%
ST
681
Smithfield Trust
Pennsylvania
$269K
AWM
682
Angeles Wealth Management
California
$266K +$5.59K +50 +2%
WANY
683
Wealthspire Advisors (New York)
New York
$263K +$2.35K +21 +1%
DWA
684
Douglass Winthrop Advisors
New York
$261K
RWM
685
Ritholtz Wealth Management
New York
$255K +$229K +2,052 New
LFAS
686
Level Four Advisory Services
Texas
$255K +$229K +2,049 New
FFP
687
FourThought Financial Partners
Florida
$251K -$18.3K -164 -8%
MBTD
688
Mechanics Bank - Trust Department
California
$251K
IC
689
Iconiq Capital
California
$249K +$224K +2,001 New
RC
690
RBF Capital
California
$249K
WTFG
691
Wood Tarver Financial Group
Idaho
$247K
HH
692
Hilltop Holdings
Texas
$246K -$44.2K -396 -17%
VA
693
VestGen Advisors
Illinois
$245K +$220K +1,967 New
SI
694
Sprott Inc
Ontario, Canada
$244K +$219K +1,960 New
CA
695
Commerzbank Aktiengesellschaft
Germany
$243K +$218K +1,952 New
QWP
696
Quotient Wealth Partners
Texas
$241K +$217K +1,940 New
RFG
697
RFP Financial Group
Georgia
$240K -$5.03K -45 -2%
ICP
698
Impact Capital Partners
Colorado
$238K +$213K +1,910 New
SPC
699
Spirepoint Private Client
Florida
$237K -$34.1K -305 -14%
FW
700
FullCircle Wealth
Texas
$237K +$22.3K +200 +11%

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.