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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 %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$21.4M +$364K +2,925 +2%
Aberdeen Group
127
Aberdeen Group
United Kingdom
$20.3M +$9.64M +77,954 +91%
BHWM
128
Bar Harbor Wealth Management
New Hampshire
$20M -$121K -971 -0.6%
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$19.5M -$8.89M -71,451 -31%
AS
130
Aware Super
Australia
$18.7M +$17.2M +138,525 +1,189%
WAM
131
Wilson Asset Management
Australia
$17.8M – – –
1832 Asset Management
132
1832 Asset Management
Ontario, Canada
$17.8M -$4.59M -36,865 -21%
ROC
133
Running Oak Capital
Minnesota
$17.5M +$90.9K +731 +0.5%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$17.4M +$2.24M +18,032 +15%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.4M +$6.02M +48,356 +53%
OAC
136
OMERS Administration Corp
Ontario, Canada
$17.4M -$826K -6,640 -5%
Universal-Beteiligungs- und Servicegesellschaft
137
Universal-Beteiligungs- und Servicegesellschaft
Germany
$16.6M -$4.56M -36,644 -22%
Jacobs Levy Equity Management
138
Jacobs Levy Equity Management
New Jersey
$15.8M +$15.8M +127,264 New
GC
139
Guggenheim Capital
Illinois
$15.8M +$1.07M +8,628 +7%
Man Group
140
Man Group
United Kingdom
$15.7M +$440K +3,533 +3%
Chevy Chase Trust
141
Chevy Chase Trust
Maryland
$15.5M -$10.3K -83 -0.1%
Prudential Financial
142
Prudential Financial
New Jersey
$15.3M -$182K -1,465 -1%
CWM
143
Congress Wealth Management
Massachusetts
$15.3M -$1.95M -16,002 -11%
Franklin Resources
144
Franklin Resources
California
$14.8M +$34.2K +275 +0.2%
MCM
145
Mattern Capital Management
Colorado
$14.7M -$1.02M -8,176 -6%
SBH
146
Segall Bryant & Hamill
Illinois
$14.7M -$853K -6,860 -5%
UB
147
UMB Bank
Missouri
$14.7M +$9.7K +78 +0.1%
Korea Investment Corp
148
Korea Investment Corp
South Korea
$14.3M +$1.53M +12,267 +12%
YCM
149
Yousif Capital Management
Michigan
$14.3M -$1.18M -9,472 -8%
New York State Common Retirement Fund
150
New York State Common Retirement Fund
New York
$14.2M -$21.8M -175,100 -60%
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