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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.79B +$69.8M +560,980 +2%
BlackRock
2
BlackRock
New York
$2.29B -$34.4M -276,700 -1%
Principal Financial Group
3
Principal Financial Group
Iowa
$1.61B +$4.74M +38,078 +0.3%
State Street
4
State Street
Massachusetts
$1.39B +$6.14M +49,363 +0.4%
Capital World Investors
5
Capital World Investors
California
$1.03B +$506M +4,069,273 +97%
Morgan Stanley
6
Morgan Stanley
New York
$921M -$146M -1,174,686 -14%
Parnassus Investments
7
Parnassus Investments
California
$899M +$899M +7,227,805 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$784M +$27.2M +219,577 +4%
Select Equity Group
9
Select Equity Group
New York
$781M -$212M -1,704,535 -21%
Invesco
10
Invesco
Georgia
$513M +$39.4M +316,519 +8%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$460M -$26.7M -215,374 -5%
Wells Fargo
12
Wells Fargo
California
$405M +$2.07M +16,605 +0.5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$381M +$22.6M +181,315 +6%
Barclays
14
Barclays
United Kingdom
$297M +$15.7M +126,377 +6%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$296M -$3.66M -29,392 -1%
Northern Trust
16
Northern Trust
Illinois
$293M +$4.13M +33,178 +1%
Bank of America
17
Bank of America
North Carolina
$288M +$38.5M +309,638 +15%
FAM
18
Fenimore Asset Management
New York
$267M -$19.2M -154,215 -7%
MAM
19
Madison Asset Management
Wisconsin
$256M +$14.9M +119,856 +6%
Goldman Sachs
20
Goldman Sachs
New York
$250M -$33.1M -266,040 -12%
First Eagle Investment Management
21
First Eagle Investment Management
New York
$239M +$922K +7,414 +0.4%
Royal London Asset Management
22
Royal London Asset Management
United Kingdom
$215M -$4.79M -38,494 -2%
ProShare Advisors
23
ProShare Advisors
Maryland
$207M -$22.2M -178,606 -10%
Kayne Anderson Rudnick Investment Management
24
Kayne Anderson Rudnick Investment Management
California
$202M +$1.15M +9,250 +0.6%
UBS AM
25
UBS AM
Illinois
$197M +$2.44M +19,576 +1%
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