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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 %
AWM
951
Avior Wealth Management
Nebraska
– -$57.2K -561 Closed
OC
952
Oarsman Capital
Wisconsin
– -$45.9K -450 Closed
CIAM
953
Caitong International Asset Management
Hong Kong
– -$30.9K -303 Closed
RS
954
R Squared
Hong Kong
– -$30.6K -300 Closed
KBFS
955
Kohmann Bosshard Financial Services
Ohio
– -$27.8K -272 Closed
DAM
956
Delta Asset Management
Tennessee
– -$25.5K -250 Closed
QL
957
Quarry LP
New York
– -$24.8K -243 Closed
LFA
958
LGT Financial Advisors
Texas
– -$19.2K -188 Closed
FLP
959
Financial Life Planners
Arizona
– -$17.7K -173 Closed
CJL
960
Cyrus J. Lawrence
New York
– -$12K -125 Closed
CJ
961
Caitlin John
Michigan
– -$11.2K -110 Closed
MA
962
Modus Advisors
Minnesota
– -$6.12K -60 Closed
BWL
963
Bogart Wealth LLC
Virginia
– -$5K -49 Closed
CWP
964
Concord Wealth Partners
Virginia
– -$4.49K -44 Closed
CMBA
965
C.M. Bidwell & Associates
Hawaii
– -$4.39K -43 Closed
RCM
966
Raleigh Capital Management
North Carolina
– -$4.08K -40 Closed
IHWM
967
Iron Horse Wealth Management
Iowa
– -$3.57K -35 Closed
FWM
968
FLP Wealth Management
Arkansas
– -$2.96K -29 Closed
BCMLT
969
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$1.56K -15 Closed
FG
970
Fairman Group
Pennsylvania
– -$1.43K -14 Closed
RTC
971
Riverview Trust Company
Washington
– -$1.02K -10 Closed
OSNBOA
972
Old Second National Bank of Aurora
Illinois
– -$510 -5 Closed
AFS
973
Anderson Financial Strategies
Ohio
– -$204 -2 Closed
LOIP
974
Live Oak Investment Partners
Texas
– -$1.84K – –
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