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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
BIA
876
Bell Investment Advisors
California
$2.49K
FUBT
877
First United Bank & Trust
Maryland
$2.36K +$2.12K +19 New
DF
878
Dunhill Financial
United Kingdom
$2.17K -$1.23K -11 -39%
CWM
879
Crowley Wealth Management
Delaware
$2.12K
LCM
880
Logan Capital Management
Pennsylvania
$1.99K +$112 +1 +7%
DWM
881
Dogwood Wealth Management
Kansas
$1.99K +$1.79K +16 New
DIP
882
DT Investment Partners
Pennsylvania
$1.87K
TWD
883
True Wealth Design
Ohio
$1.87K +$1.68K +15 New
GP
884
Greenline Partners
New York
$1.74K +$1.56K +14 New
CWP
885
Clark Wealth Partners
Illinois
$1.62K
HFS
886
Horizon Financial Services
North Carolina
$1.49K +$1.34K +12 New
RAM
887
Riggs Asset Management
Pennsylvania
$1.37K
WWM
888
Wolff Wiese Magana
California
$1.24K
VNA
889
Valley National Advisers
Pennsylvania
$1K +$1.68K +15 New
WCM
890
WealthTrak Capital Management
Virginia
$996 +$894 +8 New
BFS
891
Bare Financial Services
Pennsylvania
$995 +$894 +8 New
HWP
892
Highline Wealth Partners
California
$995 +$894 +8 New
PWA
893
Principia Wealth Advisory
Texas
$933 +$335 +3 +60%
WW
894
Winnow Wealth
Texas
$879 +$335 +3 +60%
WA
895
WestEnd Advisors
North Carolina
$871 +$559 +5 +250%
BHWM
896
Bay Harbor Wealth Management
Maryland
$870 +$782 +7 New
CA
897
Clearstead Advisors
Ohio
$747 +$670 +6 New
PWM
898
Parkworth Wealth Management
California
$746
CWC
899
Carolinas Wealth Consulting
North Carolina
$622
NL
900
NVWM LLC
Pennsylvania
$622 +$559 +5 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.