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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 %
RG
76
Rathbones Group
United Kingdom
$50.6M +$16.3M +130,922 +48%
CPC
77
Cookson Peirce & Co
Pennsylvania
$49.8M -$908K -7,298 -2%
TCM
78
TimesSquare Capital Management
New York
$44.7M -$4.09M -32,910 -8%
Stifel Financial
79
Stifel Financial
Missouri
$44.5M -$1.91M -15,368 -4%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$42.8M -$451K -3,622 -1%
Pictet Asset Management
81
Pictet Asset Management
Switzerland
$42.7M +$2.39M +19,226 +6%
National Pension Service
82
National Pension Service
South Korea
$42.5M +$164K +1,321 +0.4%
Victory Capital Management
83
Victory Capital Management
Texas
$40.3M +$2.44M +19,650 +6%
RG
84
Renaissance Group
Kentucky
$39.9M +$39.9M +320,889 New
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$39.4M -$10.9M -87,275 -22%
PC
86
Port Capital
Illinois
$39.3M +$9.39M +75,483 +31%
Amundi
87
Amundi
France
$39.2M -$45.3M -363,770 -54%
FWCM
88
Ferguson Wellman Capital Management
Oregon
$38.8M +$961K +7,725 +3%
CAM
89
Cresset Asset Management
Illinois
$38.8M -$2.17M -17,431 -5%
VG
90
Visualize Group
New York
$38.1M +$17.3M +138,791 +83%
APG Asset Management
91
APG Asset Management
Netherlands
$37.5M -$6.5M -56,417 -15%
OCM
92
Osterweis Capital Management
California
$37.4M -$982K -7,897 -3%
VIM
93
Vancity Investment Management
British Columbia, Canada
$37.1M +$37.1M +297,938 New
GC
94
Giverny Capital
Quebec, Canada
$36.6M -$25.6K -206 -0.1%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$36M +$24.8M +199,463 +221%
IIM
96
INTECH Investment Management
Florida
$35.7M -$24.6M -197,664 -41%
Allianz Asset Management
97
Allianz Asset Management
Germany
$35.6M -$17M -136,565 -32%
PP
98
Prospector Partners
Connecticut
$35.3M -$190K -1,530 -0.5%
LPL Financial
99
LPL Financial
California
$35M +$7.93M +63,724 +29%
Truist Financial
100
Truist Financial
North Carolina
$34.9M +$145K +1,163 +0.4%
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4
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