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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 %
WW
876
Winnow Wealth
Texas
$879 +$330 +3 +60%
WA
877
WestEnd Advisors
North Carolina
$871 +$622 +5 +250%
BHWM
878
Bay Harbor Wealth Management
Maryland
$870 +$870 +7 New
CA
879
Clearstead Advisors
Ohio
$747 +$747 +6 New
PWM
880
Parkworth Wealth Management
California
$746 – – –
CWC
881
Carolinas Wealth Consulting
North Carolina
$622 – – –
NL
882
NVWM LLC
Pennsylvania
$622 +$622 +5 New
CIAS
883
CBIZ Investment Advisory Services
Ohio
$498 +$498 +4 New
RWM
884
Rialto Wealth Management
New York
$498 +$498 +4 New
HIA
885
HFM Investment Advisors
New Jersey
$498 +$498 +4 New
GA
886
GoalVest Advisory
New York
$373 +$373 +3 New
BCWM
887
Bartlett & Co Wealth Management
Ohio
$249 +$249 +2 New
ACA
888
American Capital Advisory
Idaho
$249 +$249 +2 New
SSG
889
Summit Securities Group
New York
$124 +$124 +1 New
YDMI
890
Y.D. More Investments
Israel
$112 +$14 +41 +14%
Norges Bank
891
Norges Bank
Norway
– -$313M -3,072,061 Closed
Point72 Asset Management
892
Point72 Asset Management
Connecticut
– -$50.4M -493,658 Closed
FGP
893
Freestone Grove Partners
California
– -$17.5M -171,895 Closed
Voloridge Investment Management
894
Voloridge Investment Management
Florida
– -$15.4M -151,093 Closed
Two Sigma Investments
895
Two Sigma Investments
New York
– -$14M -137,664 Closed
TC
896
TwinBeech Capital
New York
– -$10.7M -104,667 Closed
Adage Capital Partners
897
Adage Capital Partners
Massachusetts
– -$10.4M -101,800 Closed
ECM
898
ExodusPoint Capital Management
New York
– -$9.05M -88,687 Closed
CSS
899
Cubist Systematic Strategies
Connecticut
– -$4.97M -48,689 Closed
GLA
900
Great Lakes Advisors
Illinois
– -$4.72M -46,247 Closed
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36
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