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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 %
FNWA
801
Financial Network Wealth Advisors
Utah
$18.2K +$15.8K +127 +668%
Optiver Holding
802
Optiver Holding
Netherlands
$17.7K +$3.61K +29 +26%
RIL
803
Rothschild Investment LLC
Illinois
$17.5K -$249 -2 -1%
SA
804
SRH Advisors
Kansas
$16.9K – – –
RA
805
Rise Advisors
New York
$16K -$3.73K -30 -19%
AWM
806
Accredited Wealth Management
Kentucky
$15.4K +$15.4K +124 New
CHC
807
City Holding Co
West Virginia
$15.2K +$15.2K +122 New
IUHSA
808
Itau Unibanco Holding S.A.
Brazil
$15K -$1.6K -13 -10%
NC
809
NewSquare Capital
Pennsylvania
$14.4K +$14.2K +114 +5,700%
FMII
810
Farmers & Merchants Investments Inc
Nebraska
$14.3K – – –
CFD
811
Creative Financial Designs
Indiana
$14.2K +$11.8K +95 +500%
WA
812
Whipplewood Advisors
Colorado
$13.3K +$6.01K +88 +82%
MEG
813
Millstone Evans Group
Colorado
$12.7K +$7.71K +62 +155%
HWA
814
HHM Wealth Advisors
Tennessee
$12.4K -$498 -4 -4%
SCB
815
Saudi Central Bank
Saudi Arabia
$11.9K +$11.9K +96 New
DSC
816
Duncker Streett & Co
Missouri
$11.6K – – –
HI
817
Harbour Investments
Wisconsin
$11.4K +$373 +3 +3%
SO
818
Sierra Ocean
California
$11.2K – – –
GWS
819
Greykasell Wealth Strategies
California
$10.9K +$10.9K +88 New
PWMG
820
Private Wealth Management Group
New Jersey
$10.6K – – –
CWA
821
Carolina Wealth Advisors
South Carolina
$10.5K – – –
PSFG
822
Park Square Financial Group
Georgia
$8.96K +$8.96K +72 New
GWM
823
Geneos Wealth Management
Colorado
$8.96K +$8.96K +36 New
CWM
824
Copia Wealth Management
Oregon
$8.71K – – –
HFS
825
Hughes Financial Services
Virginia
$8.69K +$8.69K +70 New
31 32
33
34 35