We are live on ! Find out more
BRO icon

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
BFG
951
Bleakley Financial Group
New Jersey
-$323K -3,162 Closed
NED
952
Nancy E. Dempze
-$306K -3,000 Closed
CM
953
Capula Management
Cayman Islands
-$301K -2,954 Closed
DWT
954
Dorsey & Whitney Trust
South Dakota
-$277K -2,716 Closed
CNBT
955
Canandaigua National Bank & Trust
New York
-$267K -2,620 Closed
PTC
956
Petrus Trust Company
Texas
-$263K -2,576 Closed
DS
957
DRW Securities
Illinois
-$257K -2,521 Closed
NW
958
NewEdge Wealth
Pennsylvania
-$232K -2,270 Closed
BAM
959
Blueshift Asset Management
New Jersey
-$230K -2,252 Closed
GS
960
GTS Securities
New York
-$220K -2,154 Closed
GPW
961
Genesis Private Wealth
Virginia
-$219K -2,148 Closed
IC
962
IEQ Capital
California
-$212K -2,079 Closed
CRC
963
Curi RMB Capital
Illinois
-$209K -2,046 Closed
1C
964
111 Capital
France
-$208K -2,043 Closed
KI
965
Kapitalo Investimentos
Brazil
-$199K -1,953 Closed
IGAM
966
iA Global Asset Management
Quebec, Canada
-$118K -1,159 Closed
CFGS
967
Concourse Financial Group Securities
Alabama
-$116K -1,103 Closed
AWM
968
Avior Wealth Management
Nebraska
-$57.2K -561 Closed
OC
969
Oarsman Capital
Wisconsin
-$45.9K -450 Closed
CIAM
970
Caitong International Asset Management
Hong Kong
-$30.9K -303 Closed
RS
971
R Squared
Hong Kong
-$30.6K -300 Closed
KBFS
972
Kohmann Bosshard Financial Services
Ohio
-$27.8K -272 Closed
DAM
973
Delta Asset Management
Tennessee
-$25.5K -250 Closed
QL
974
Quarry LP
New York
-$24.8K -243 Closed
LFA
975
LGT Financial Advisors
Texas
-$19.2K -188 Closed

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.