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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 %
T
826
Transce3nd
Texas
$8.58K +$2.74K +22 +47%
DJSG
827
D.J. St. Germain
Massachusetts
$8.34K -$24.9K -200 -75%
RS
828
Rakuten Securities
Japan
$7.96K +$7.59K +61 +2,033%
CTC
829
Central Trust Company
Missouri
$7.09K – – –
MCM
830
MV Capital Management
Maryland
$7.09K – – –
FFO
831
Fortitude Family Office
Arizona
$7.09K – – –
CSB
832
City State Bank
Iowa
$6.72K – – –
CFO
833
CVA Family Office
Colorado
$6.47K +$5.72K +46 +767%
BAM
834
Bellevue Asset Management
Washington
$6.1K – – –
JGIA
835
Jackson Grant Investment Advisers
Connecticut
$5.97K – – –
AWM
836
Activest Wealth Management
Florida
$5.97K +$5.85K +47 +4,700%
AF
837
Advisornet Financial
Minnesota
$5.85K +$4.98K +40 +571%
PWMG
838
Prestige Wealth Management Group
New Jersey
$5.72K – – –
JFG
839
JDM Financial Group
Texas
$5.6K – – –
WPA
840
West Paces Advisors
Georgia
$5.47K – – –
FPF
841
First Pacific Financial
Washington
$5.47K – – –
SL
842
Salomon & Ludwin
Virginia
$5.1K – – –
RBC
843
Roble Belko & Company
Pennsylvania
$5K +$5K +42 New
AWM
844
Abound Wealth Management
Tennessee
$4.85K – – –
DPW
845
DiNuzzo Private Wealth
Pennsylvania
$4.73K – – –
S
846
Sachetta
Massachusetts
$4.73K – – –
SSB
847
Sandy Spring Bank
Maryland
$4.73K +$4.73K +38 New
FMP
848
Financial Management Professionals
Texas
$4.35K +$2.61K +21 +150%
TIM
849
Tortoise Investment Management
New York
$4.11K – – –
AW
850
Avion Wealth
Texas
$4K – – –
32 33
34
35 36