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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
CFD
826
Creative Financial Designs
Indiana
$14.2K +$10.6K +95 +500%
WA
827
Whipplewood Advisors
Colorado
$13.3K +$9.83K +88 +82%
MEG
828
Millstone Evans Group
Colorado
$12.7K +$6.93K +62 +155%
HWA
829
HHM Wealth Advisors
Tennessee
$12.4K -$447 -4 -4%
SCB
830
Saudi Central Bank
Saudi Arabia
$11.9K +$10.7K +96 New
DSC
831
Duncker Streett & Co
Missouri
$11.6K
HI
832
Harbour Investments
Wisconsin
$11.4K +$335 +3 +3%
SO
833
Sierra Ocean
California
$11.2K
GWS
834
Greykasell Wealth Strategies
California
$10.9K +$9.83K +88 New
PWMG
835
Private Wealth Management Group
New Jersey
$10.6K
CWA
836
Carolina Wealth Advisors
South Carolina
$10.4K
PSFG
837
Park Square Financial Group
Georgia
$8.96K +$8.04K +72 New
GWM
838
Geneos Wealth Management
Colorado
$8.96K +$4.02K +36 New
CWM
839
Copia Wealth Management
Oregon
$8.71K
HFS
840
Hughes Financial Services
Virginia
$8.69K +$7.82K +70 New
T
841
Transce3nd
Texas
$8.58K +$2.46K +22 +47%
DJSG
842
D.J. St. Germain
Massachusetts
$8.34K -$22.3K -200 -75%
RS
843
Rakuten Securities
Japan
$7.96K +$6.82K +61 +2,033%
LSA
844
Leonteq Securities AG
Switzerland
$7.34K -$8.94K -80 -58%
CTC
845
Central Trust Company
Missouri
$7.09K
FFO
846
Fortitude Family Office
Arizona
$7.09K
MCM
847
MV Capital Management
Maryland
$7.09K
CSB
848
City State Bank
Iowa
$6.72K
CFO
849
CVA Family Office
Colorado
$6.47K +$5.14K +46 +767%
BAM
850
Bellevue Asset Management
Washington
$6.09K

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.