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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 %
VDI
151
Vaughan David Investments
Illinois
$14.1M – – –
KCM
152
Kennedy Capital Management
Missouri
$13.9M -$3.3M -26,544 -19%
MWM
153
Moran Wealth Management
Florida
$13.8M +$10.2M +82,234 +283%
Treasurer of the State of North Carolina
154
Treasurer of the State of North Carolina
North Carolina
$13.6M +$449K +3,610 +3%
QCMNJ
155
Quantum Capital Management (New Jersey)
New Jersey
$13.5M -$301K -2,423 -2%
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
$13.5M -$10.8M -86,904 -45%
RAM
157
Resona Asset Management
Japan
$13.3M +$711K +5,737 +6%
MFS
158
Mirabella Financial Services
United Kingdom
$13.1M +$10.9M +86,979 +488%
Wellington Management Group
159
Wellington Management Group
Massachusetts
$13M -$4.41M -35,480 -25%
CI
160
Cooper Investors
Australia
$13M -$2.19M -17,632 -14%
HFS
161
Hantz Financial Services
Michigan
$12.9M -$426K -3,425 -3%
Asset Management One
162
Asset Management One
Japan
$12.6M +$1M +8,070 +9%
LAM
163
Lountzis Asset Management
Pennsylvania
$12.5M -$1.36M -11,821 -10%
PNAA
164
Pictet North America Advisors
Switzerland
$12.5M +$892K +7,172 +8%
Mackenzie Financial
165
Mackenzie Financial
Ontario, Canada
$12.5M +$746K +5,997 +6%
JF
166
Jump Financial
Illinois
$12.3M +$10.9M +87,379 +738%
HBCM
167
Heron Bay Capital Management
Michigan
$12.2M -$89.1K -716 -0.7%
FAF
168
Fjarde Ap-fonden
Sweden
$12.1M +$1.14M +9,200 +10%
SAM
169
Shell Asset Management
Netherlands
$12.1M -$482K -3,876 -4%
State of Tennessee, Department of Treasury
170
State of Tennessee, Department of Treasury
Tennessee
$12.1M -$1.92M -15,422 -14%
SCM
171
Spring Capital Management
Texas
$12M -$59.5K -478 -0.5%
Lord, Abbett & Co
172
Lord, Abbett & Co
New Jersey
$11.9M +$11.9M +96,000 New
Toronto Dominion Bank
173
Toronto Dominion Bank
Ontario, Canada
$11.8M -$1.92M -15,438 -14%
STCG
174
Speece Thorson Capital Group
Minnesota
$11.7M -$2.39M -19,221 -17%
QCM
175
Quantinno Capital Management
New York
$11.6M +$2.63M +21,122 +29%
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