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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
FTWA
701
Fifth Third Wealth Advisors
Ohio
$234K +$210K +1,882 New
BAM
702
Berkshire Asset Management
Pennsylvania
$234K
BWM
703
Baron Wealth Management
Michigan
$232K +$208K +1,863 New
CSPIA
704
Cary Street Partners Investment Advisory
Virginia
$232K +$30.7K +275 +17%
HKIMG
705
Hutchens & Kramer Investment Management Group
Indiana
$232K +$208K +1,862 New
OP
706
ORG Partners
Indiana
$231K -$53K -474 -20%
EDRH
707
Edmond de Rothschild Holding
Switzerland
$230K -$203K -1,821 -50%
IA
708
IFC Advisors
California
$229K +$205K +1,838 New
HBS
709
Howard Bailey Securities
Indiana
$228K +$204K +1,829 New
MCM
710
MAI Capital Management
Ohio
$225K +$56.8K +508 +39%
LS
711
Livforsakringsbolaget Skandia
Sweden
$224K
SL
712
SFM LLC
New Hampshire
$224K +$201K +1,797 New
WWM
713
Western Wealth Management
Colorado
$223K +$200K +1,794 New
CIAS
714
CFS Investment Advisory Services
New Jersey
$223K +$200K +1,794 New
PDL
715
Portfolio Design Labs
California
$222K +$200K +1,788 New
NGA
716
Naples Global Advisors
Florida
$219K +$197K +1,763 New
MAWA
717
Moss Adams Wealth Advisors
Washington
$218K +$196K +1,753 New
SIA
718
Schechter Investment Advisors
Michigan
$217K -$101K -900 -34%
S
719
SignatureFD
Georgia
$216K -$8.04K -72 -4%
VEA
720
Virtus ETF Advisers
New York
$214K -$1.05M -9,410 -85%
TIA
721
Trust Investment Advisors
Indiana
$214K +$192K +1,719 New
FA
722
Fedenia Advisers
Wisconsin
$212K -$1.68K -15 -0.9%
IIM
723
Ipswich Investment Management
Massachusetts
$210K +$189K +1,690 New
TYCC
724
Texas Yale Capital Corp
Florida
$210K +$189K +1,690 New
RDWM
725
Red Door Wealth Management
Tennessee
$209K +$188K +1,684 New

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.