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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
SC
801
SouthState Corp
Florida
$31.6K +$18.5K +166 +189%
OIA
802
Optimum Investment Advisors
Illinois
$31.1K +$27.9K +250 New
KPP
803
Kings Path Partners
Texas
$28.7K
AA
804
Ancora Advisors
Ohio
$27.7K
CAL
805
Capital Advisors Ltd
Ohio
$27K +$2.23K +20 +10%
AssetMark Inc
806
AssetMark Inc
California
$26.7K +$3.91K +35 +19%
BCM
807
Bares Capital Management
Texas
$26.5K +$23.8K +213 New
MSWA
808
Marshall & Sterling Wealth Advisors
New York
$25.6K +$23K +206 New
PSB
809
Piscataqua Savings Bank
New Hampshire
$25.4K
KFI
810
Key Financial Inc
Pennsylvania
$23.3K
EB
811
Eastern Bank
Massachusetts
$20.5K +$3.13K +28 +20%
JWA
812
JFS Wealth Advisors
Pennsylvania
$19.2K
FFA
813
Frazier Financial Advisors
Ohio
$18.7K
TC
814
Truvestments Capital
Florida
$18.5K
RTL
815
Red Tortoise LLC
Georgia
$18.3K
FNWA
816
Financial Network Wealth Advisors
Utah
$18.2K +$14.2K +127 +668%
Optiver Holding
817
Optiver Holding
Netherlands
$17.7K +$3.24K +29 +26%
RIL
818
Rothschild Investment LLC
Illinois
$17.5K -$223 -2 -1%
SA
819
SRH Advisors
Kansas
$16.9K
RA
820
Rise Advisors
New York
$16K -$3.35K -30 -19%
AWM
821
Accredited Wealth Management
Kentucky
$15.4K +$13.9K +124 New
CHC
822
City Holding Co
West Virginia
$15.2K +$13.6K +122 New
IUHSA
823
Itau Unibanco Holding S.A.
Brazil
$15K -$1.45K -13 -10%
NC
824
NewSquare Capital
Pennsylvania
$14.4K +$12.7K +114 +5,700%
FMII
825
Farmers & Merchants Investments Inc
Nebraska
$14.3K

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.