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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 %
PDL
701
Portfolio Design Labs
California
$222K +$222K +1,788 New
NGA
702
Naples Global Advisors
Florida
$219K +$219K +1,763 New
MAWA
703
Moss Adams Wealth Advisors
Washington
$218K +$218K +1,753 New
SIA
704
Schechter Investment Advisors
Michigan
$217K -$112K -900 -34%
S
705
SignatureFD
Georgia
$216K -$8.96K -72 -4%
TIA
706
Trust Investment Advisors
Indiana
$214K +$214K +1,719 New
HBS
707
Howard Bailey Securities
Indiana
$213K +$213K +1,713 New
FA
708
Fedenia Advisers
Wisconsin
$212K -$1.87K -15 -0.9%
TYCC
709
Texas Yale Capital Corp
Florida
$210K +$210K +1,690 New
IIM
710
Ipswich Investment Management
Massachusetts
$210K +$210K +1,690 New
RDWM
711
Red Door Wealth Management
Tennessee
$209K +$209K +1,684 New
LWMM
712
Legacy Wealth Management (Mississippi)
Mississippi
$204K +$204K +1,640 New
CIS
713
Custom Index Systems
New York
$204K +$204K +1,637 New
OFS
714
Orrstown Financial Services
Pennsylvania
$203K +$203K +1,632 New
ANTB
715
AMG National Trust Bank
Colorado
$202K +$202K +1,626 New
MF
716
Manchester Financial
California
$202K +$202K +1,625 New
HR
717
Howe & Rusling
New York
$200K +$200K +1,610 New
FHA
718
First Horizon Advisors
Tennessee
$191K +$26.6K +214 +16%
EI
719
eCIO Inc
Wisconsin
$184K +$184K +1,478 New
LFG
720
Larson Financial Group
Missouri
$176K +$136K +1,094 +341%
TCOV
721
Trust Company of Vermont
Vermont
$174K – – –
PC
722
Promus Capital
Illinois
$165K – – –
CA
723
CoreCap Advisors
Michigan
$158K -$911K -7,327 -85%
GM
724
GeoWealth Management
Illinois
$150K -$112K -897 -43%
SOW
725
State of Wyoming
Wyoming
$147K +$27.1K +218 +23%
27 28
29
30 31