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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 %
Citigroup
101
Citigroup
New York
$34.8M +$9.49M +76,247 +37%
CS
102
Candriam SCA
Luxembourg
$34M +$2.17M +17,417 +7%
PC
103
PhiloSmith Capital
Connecticut
$33.9M -$2.49M -20,000 -7%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$33M -$3.53M -28,383 -10%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$32.2M -$221K -1,780 -0.7%
Public Employees Retirement Association of Colorado
106
Public Employees Retirement Association of Colorado
Colorado
$31.6M +$8.31M +66,800 +36%
MFWM
107
Motley Fool Wealth Management
Virginia
$31.5M -$3.01M -24,162 -9%
DekaBank Deutsche Girozentrale
108
DekaBank Deutsche Girozentrale
Germany
$30.8M -$1.04M -8,508 -3%
AllianceBernstein
109
AllianceBernstein
Tennessee
$30.8M +$24.1K +194 +0.1%
TD Asset Management
110
TD Asset Management
Ontario, Canada
$30.3M +$27.2K +219 +0.1%
Credit Agricole
111
Credit Agricole
France
$29.8M -$662K -5,323 -2%
Los Angeles Capital Management
112
Los Angeles Capital Management
California
$29.5M -$31.4M -252,162 -52%
Robeco Institutional Asset Management
113
Robeco Institutional Asset Management
Netherlands
$29.2M -$54.4M -437,182 -65%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$26.9M +$4.93M +39,654 +22%
GAM
115
Gotham Asset Management
New York
$26.7M +$1.49M +11,963 +6%
New York State Teachers Retirement System (NYSTRS)
116
New York State Teachers Retirement System (NYSTRS)
New York
$25.9M -$483K -3,880 -2%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$25.4M +$4.63M +37,240 +22%
SWP
118
Summit Wealth Partners
Florida
$25.1M -$2.49M -20,000 -9%
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$24.1M +$507K +4,074 +2%
ZIG
120
Zurich Insurance Group
Switzerland
$24M -$29M -232,926 -55%
Canada Life
121
Canada Life
Manitoba, Canada
$22.5M -$73.8K -592 -0.3%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$21.8M -$378K -3,041 -2%
SCM
123
Sterling Capital Management
North Carolina
$21.7M -$680K -5,466 -3%
WT
124
Whittier Trust
California
$21.6M -$1.66M -13,324 -7%
Renaissance Technologies
125
Renaissance Technologies
New York
$21.5M +$4.48M +36,000 +26%
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