BRO icon

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 %
US Bancorp
176
US Bancorp
Minnesota
$11.6M +$7.83M +62,940 +209%
WIM
177
WealthPlan Investment Management
Nebraska
$11.6M -$689K -5,536 -6%
Diamond Hill Capital Management
178
Diamond Hill Capital Management
Ohio
$11.5M -$4.38M -35,248 -28%
FMC
179
First Merchants Corp
Indiana
$11.4M +$201K +1,614 +2%
Thrivent Financial for Lutherans
180
Thrivent Financial for Lutherans
Minnesota
$11M -$6.29M -50,828 -36%
MFAM
181
Motley Fool Asset Management
Virginia
$10.9M -$347K -2,790 -3%
MSV
182
MN Services Vermogensbeheer
Netherlands
$10.9M -$846K -6,800 -7%
MGWM
183
Marks Group Wealth Management
Minnesota
$10.8M -$546K -4,391 -5%
BEI
184
Benjamin Edwards Inc
Missouri
$10.8M -$809K -6,507 -7%
TC
185
TownSquare Capital
Utah
$10.8M +$481K +3,870 +5%
WTC
186
WhitTier Trust Company
Nevada
$10.6M +$468K +3,764 +5%
KK
187
KLP Kapitalforvaltning
Norway
$10.3M +$211K +1,700 +2%
Comerica Bank
188
Comerica Bank
Texas
$10.1M -$8.09K -65 -0.1%
Squarepoint
189
Squarepoint
New York
$9.97M +$3.86M +31,008 +63%
BA
190
BCM Advisors
Louisiana
$9.76M -$141K -1,277 -1%
State of New Jersey Common Pension Fund D
191
State of New Jersey Common Pension Fund D
New Jersey
$9.71M -$785K -6,311 -7%
Rafferty Asset Management
192
Rafferty Asset Management
New York
$9.68M -$738K -5,934 -7%
LF
193
Lansforsakringar Fondforvaltning
Sweden
$9.56M -$103K -826 -1%
HH
194
HWG Holdings
Texas
$8.77M +$29.2K +235 +0.3%
ASRS
195
Arizona State Retirement System
Arizona
$8.74M -$16.8K -135 -0.2%
FC
196
Forte Capital
New York
$8.71M +$11.7K +94 +0.1%
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$8.6M -$925K -7,435 -10%
IWA
198
IBEX Wealth Advisors
New Jersey
$8.47M +$791K +6,359 +10%
BTW
199
Boston Trust Walden
Massachusetts
$8.43M -$67.8K -545 -0.8%
Creative Planning
200
Creative Planning
Kansas
$8.31M +$201K +1,619 +2%
6 7
8
9 10