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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 %
BBHC
51
Brown Brothers Harriman & Co
New York
$79.7M +$7.86M +63,206 +11%
Nordea Investment Management
52
Nordea Investment Management
Sweden
$79.4M +$76.7M +618,118 +2,842%
Assenagon Asset Management
53
Assenagon Asset Management
Luxembourg
$78.2M +$43.6M +350,236 +126%
Fidelity International
54
Fidelity International
Bermuda
$77M +$10.1M +80,925 +15%
SEI Investments
55
SEI Investments
Pennsylvania
$75.1M +$28.4M +228,555 +61%
NL
56
Nuveen LLC
North Carolina
$72.9M +$72.9M +585,971 New
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$72.5M +$635K +5,106 +0.9%
Ameriprise
58
Ameriprise
Minnesota
$69.7M -$3.62M -29,127 -5%
SCM
59
Snyder Capital Management
California
$68.6M -$1.44M -11,595 -2%
WorldQuant Millennium Advisors
60
WorldQuant Millennium Advisors
New York
$66.9M +$28.5M +229,137 +74%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$66.5M -$7.82M -62,893 -11%
VF
62
Vest Financial
Virginia
$66.3M -$951K -7,641 -1%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$66.2M +$19M +153,100 +40%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$66M +$25.7M +206,645 +64%
SIC
65
Schwartz Investment Counsel
Michigan
$64.6M – – –
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$63.9M +$61K +490 +0.1%
DP
67
Dundas Partners
United Kingdom
$62.6M – – –
CIM
68
Confluence Investment Management
Missouri
$61.4M -$3.84M -30,862 -6%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$60.8M -$7.69M -62,027 -11%
AAIS
70
ABN AMRO Investment Solutions
$58.9M +$58.9M +473,219 New
Mitsubishi UFJ Asset Management
71
Mitsubishi UFJ Asset Management
Japan
$58.6M +$4.63M +37,179 +9%
EAM
72
EULAV Asset Management
Florida
$55.3M +$1.74M +14,000 +3%
Nomura Asset Management
73
Nomura Asset Management
Japan
$53.2M -$1.77M -14,245 -3%
PCH
74
Polar Capital Holdings
United Kingdom
$52.9M +$1.56M +12,500 +3%
Corient Private Wealth
75
Corient Private Wealth
Florida
$52.8M +$1.51M +12,162 +3%
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