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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 %
WF
751
Wayfinding Financial
Washington
$88K +$88K +715 New
GCM
752
Gables Capital Management
Florida
$83.1K – – –
SWIM
753
Smallwood Wealth Investment Management
New Jersey
$83.1K +$83.1K +668 New
CBT
754
Crews Bank & Trust
Florida
$81.5K – – –
DWM
755
Darwin Wealth Management
Florida
$78.5K – – –
SIM
756
Sentry Investment Management
Wisconsin
$76K -$22.8K -203 -23%
GWSG
757
GPS Wealth Strategies Group
Colorado
$73.3K – – –
CSP
758
Cary Street Partners
Virginia
$72.2K +$6.1K +49 +9%
CVM
759
Cheviot Value Management
California
$66.2K +$66.2K +600 New
CA
760
Continuum Advisory
Idaho
$65.6K -$12.2K -98 -16%
RBI
761
Raiffeisen Bank International
Austria
$65.5K +$65.5K +533 New
OAJ
762
Ogorek Anthony Joseph
New York
$64K +$1.12K +9 +2%
ADL
763
Asset Dedication LLC
California
$62.9K – – –
AAP
764
Arax Advisory Partners
Colorado
$62.7K -$177K -1,427 -74%
PA
765
PSI Advisors
Florida
$62K – – –
ETC
766
Exchange Traded Concepts
Oklahoma
$60.6K +$6.59K +53 +12%
CT
767
Colonial Trust
South Carolina
$58K – – –
SS
768
SBI Securities
Japan
$56.5K +$11.9K +96 +27%
HCP
769
Hexagon Capital Partners
Arkansas
$56.4K +$17.7K +142 +46%
IFS
770
Intelligent Financial Strategies
Minnesota
$55.4K – – –
CPBTD
771
Central Pacific Bank - Trust Division
Hawaii
$55K -$11.6K -93 -17%
FPB
772
First PREMIER Bank
South Dakota
$53K – – –
GKIM
773
GW&K Investment Management
Massachusetts
$52K +$26.6K +214 +104%
TFIPS
774
Towarzystwo Funduszy Inwestycyjnych PZU SA
$51K – – –
BHWM
775
Beaird Harris Wealth Management
Texas
$49.6K – – –
29 30
31
32 33