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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
C
751
Covestor
United Kingdom
$117K +$11.7K +105 +13%
AF
752
Allworth Financial
California
$113K +$28.7K +257 +37%
AGWCA
753
Annis Gardner Whiting Capital Advisors
Florida
$107K +$1.56K +14 +2%
AIM
754
Acropolis Investment Management
Missouri
$105K +$94.6K +847 New
EWA
755
EverSource Wealth Advisors
Alabama
$102K +$37.1K +332 +68%
JFGIW
756
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K +$59.2K +530 +190%
OCM
757
Orion Capital Management
California
$100K
WSFS
758
Wilmington Savings Fund Society
Delaware
$96.7K -$1.56K -14 -2%
PFBT
759
Parkside Financial Bank & Trust
Missouri
$96.3K -$335 -3 -0.4%
QC
760
Quent Capital
New York
$96K +$9.39K +84 +12%
SAM
761
Smartleaf Asset Management
Massachusetts
$92K -$7.04K -63 -8%
VCM
762
Versant Capital Management
Arizona
$91.1K +$35.6K +319 +77%
MPWT
763
MassMutual Private Wealth & Trust
Connecticut
$88.8K +$447 +4 +0.6%
CH
764
Cromwell Holdings
Wyoming
$88.7K +$1.56K +14 +2%
WF
765
Wayfinding Financial
Washington
$88K +$79.9K +715 New
CT
766
Caldwell Trust
Florida
$84.1K
GCM
767
Gables Capital Management
Florida
$83.1K
SWIM
768
Smallwood Wealth Investment Management
New Jersey
$83.1K +$74.6K +668 New
CBT
769
Crews Bank & Trust
Florida
$81.5K
DWM
770
Darwin Wealth Management
Florida
$78.5K
SIM
771
Sentry Investment Management
Wisconsin
$76K -$22.7K -203 -23%
GWSG
772
GPS Wealth Strategies Group
Colorado
$73.3K
CSP
773
Cary Street Partners
Virginia
$72.2K +$5.47K +49 +9%
CVM
774
Cheviot Value Management
California
$66.2K +$67K +600 New
CA
775
Continuum Advisory
Idaho
$65.6K -$11K -98 -16%

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.