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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 %
MA
726
Montag & Associates
Georgia
$146K – – –
AWM
727
Atticus Wealth Management
Florida
$146K – – –
SWM
728
Spire Wealth Management
Virginia
$142K -$249 -2 -0.2%
PWAM
729
Private Wealth Asset Management
Iowa
$141K +$141K +1,134 New
SIS
730
Sound Income Strategies
Florida
$137K +$249 +2 +0.2%
BIG
731
Brooklyn Investment Group
New York
$131K +$75.6K +608 +137%
CI Investments Inc
732
CI Investments Inc
Ontario, Canada
$125K -$15.9K -127 -11%
BTI
733
Blue Trust Inc
Georgia
$125K +$13.1K +105 +12%
GEA
734
Glen Eagle Advisors
New Jersey
$124K – – –
CW
735
Curio Wealth
Maryland
$122K -$147M -1,199 -100%
PPC
736
Park Place Capital
Alabama
$119K – – –
C
737
Covestor
United Kingdom
$117K +$13.1K +105 +13%
AF
738
Allworth Financial
California
$113K +$30.3K +257 +37%
AGWCA
739
Annis Gardner Whiting Capital Advisors
Florida
$107K +$1.74K +14 +2%
AIM
740
Acropolis Investment Management
Missouri
$105K +$105K +847 New
EWA
741
EverSource Wealth Advisors
Alabama
$102K +$41.3K +332 +68%
JFGIW
742
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K +$65.9K +530 +190%
OCM
743
Orion Capital Management
California
$100K – – –
WSFS
744
Wilmington Savings Fund Society
Delaware
$96.7K -$1.74K -14 -2%
PFBT
745
Parkside Financial Bank & Trust
Missouri
$96.3K -$373 -3 -0.4%
QC
746
Quent Capital
New York
$96K +$10.5K +84 +12%
SAM
747
Smartleaf Asset Management
Massachusetts
$92K -$7.75K -63 -8%
VCM
748
Versant Capital Management
Arizona
$91.1K +$39.7K +319 +77%
MPWT
749
MassMutual Private Wealth & Trust
Connecticut
$88.8K +$498 +4 +0.6%
CH
750
Cromwell Holdings
Wyoming
$88.7K +$1.74K +14 +2%
28 29
30
31 32