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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 %
SIC
851
SJS Investment Consulting
Ohio
$3.86K – – –
CPG
852
Cornerstone Planning Group
New Jersey
$3.55K +$1.3K +11 +58%
BGAI
853
Bruce G. Allen Investments
Colorado
$3.36K – – –
GFPC
854
Global Financial Private Client
Florida
$3.23K +$2.24K +18 +225%
SN
855
Sittner & Nelson
Oregon
$3.11K – – –
TCA
856
Trifecta Capital Advisors
Illinois
$2.99K – – –
LI
857
LRI Investments
Florida
$2.86K – – –
FCAS
858
First Command Advisory Services
Texas
$2.86K +$2.86K +23 New
BIA
859
Bell Investment Advisors
California
$2.49K – – –
FUBT
860
First United Bank & Trust
Maryland
$2.36K +$2.36K +19 New
DF
861
Dunhill Financial
United Kingdom
$2.17K -$1.4K -11 -39%
CWM
862
Crowley Wealth Management
Delaware
$2.12K – – –
LCM
863
Logan Capital Management
Pennsylvania
$1.99K +$124 +1 +7%
DWM
864
Dogwood Wealth Management
Kansas
$1.99K +$1.99K +16 New
DIP
865
DT Investment Partners
Pennsylvania
$1.87K – – –
TWD
866
True Wealth Design
Ohio
$1.87K +$1.87K +15 New
GP
867
Greenline Partners
New York
$1.74K +$1.74K +14 New
HFS
868
Horizon Financial Services
North Carolina
$1.49K +$1.49K +12 New
RAM
869
Riggs Asset Management
Pennsylvania
$1.37K – – –
WWM
870
Wolff Wiese Magana
California
$1.24K – – –
VNA
871
Valley National Advisers
Pennsylvania
$1K +$1K +15 New
WCM
872
WealthTrak Capital Management
Virginia
$996 +$996 +8 New
BFS
873
Bare Financial Services
Pennsylvania
$995 +$995 +8 New
HWP
874
Highline Wealth Partners
California
$995 +$995 +8 New
PWA
875
Principia Wealth Advisory
Texas
$933 +$350 +3 +60%
33 34
35
36 37