BRO icon

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 %
First Manhattan
926
First Manhattan
New York
– -$463K -4,541 Closed
American Century Companies
927
American Century Companies
Missouri
– -$456K -4,469 Closed
PCM
928
Prelude Capital Management
New York
– -$408K -4,000 Closed
VF
929
Virtu Financial
New York
– -$387K -3,791 Closed
FA
930
Fermata Advisors
California
– -$369K -3,620 Closed
AA
931
ALPS Advisors
Colorado
– -$349K -3,423 Closed
CPCPP
932
Canada Post Corporation Pension Plan
Canada
– -$348K -3,410 Closed
BAM
933
BOCHK Asset Management
Hong Kong
– -$326K -3,200 Closed
BFG
934
Bleakley Financial Group
New Jersey
– -$323K -3,162 Closed
NED
935
Nancy E. Dempze
– -$306K -3,000 Closed
CM
936
Capula Management
Cayman Islands
– -$301K -2,954 Closed
DWT
937
Dorsey & Whitney Trust
South Dakota
– -$277K -2,716 Closed
CNBT
938
Canandaigua National Bank & Trust
New York
– -$267K -2,620 Closed
PTC
939
Petrus Trust Company
Texas
– -$263K -2,576 Closed
DS
940
DRW Securities
Illinois
– -$257K -2,521 Closed
NW
941
NewEdge Wealth
Pennsylvania
– -$232K -2,270 Closed
BAM
942
Blueshift Asset Management
New Jersey
– -$230K -2,252 Closed
GS
943
GTS Securities
New York
– -$220K -2,154 Closed
GPW
944
Genesis Private Wealth
Virginia
– -$219K -2,148 Closed
IC
945
IEQ Capital
California
– -$212K -2,079 Closed
CRC
946
Curi RMB Capital
Illinois
– -$209K -2,046 Closed
1C
947
111 Capital
France
– -$208K -2,043 Closed
KI
948
Kapitalo Investimentos
Brazil
– -$199K -1,953 Closed
IGAM
949
iA Global Asset Management
Quebec, Canada
– -$118K -1,159 Closed
CFGS
950
Concourse Financial Group Securities
Alabama
– -$116K -1,103 Closed
35 36 37
38
39