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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
JGIA
851
Jackson Grant Investment Advisers
Connecticut
$5.97K
AWM
852
Activest Wealth Management
Florida
$5.97K +$5.25K +47 +4,700%
AF
853
Advisornet Financial
Minnesota
$5.85K +$4.47K +40 +571%
PWMG
854
Prestige Wealth Management Group
New Jersey
$5.72K
JFG
855
JDM Financial Group
Texas
$5.6K
FPF
856
First Pacific Financial
Washington
$5.47K
WPA
857
West Paces Advisors
Georgia
$5.47K
SL
858
Salomon & Ludwin
Virginia
$5.1K
RBC
859
Roble Belko & Company
Pennsylvania
$5K +$4.69K +42 New
AWM
860
Abound Wealth Management
Tennessee
$4.85K
DPW
861
DiNuzzo Private Wealth
Pennsylvania
$4.73K
S
862
Sachetta
Massachusetts
$4.73K
SSB
863
Sandy Spring Bank
Maryland
$4.73K +$4.25K +38 New
FMP
864
Financial Management Professionals
Texas
$4.35K +$2.35K +21 +150%
TIM
865
Tortoise Investment Management
New York
$4.11K
AW
866
Avion Wealth
Texas
$4K
SIC
867
SJS Investment Consulting
Ohio
$3.86K
RWML
868
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$3.86K
CPG
869
Cornerstone Planning Group
New Jersey
$3.55K +$1.23K +11 +58%
BGAI
870
Bruce G. Allen Investments
Colorado
$3.36K
GFPC
871
Global Financial Private Client
Florida
$3.23K +$2.01K +18 +225%
SN
872
Sittner & Nelson
Oregon
$3.11K
TCA
873
Trifecta Capital Advisors
Illinois
$2.99K
LI
874
LRI Investments
Florida
$2.86K
FCAS
875
First Command Advisory Services
Texas
$2.86K +$2.57K +23 New

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.