BRO icon

Brown & Brown

913 hedge funds and large institutions have $29.4B invested in Brown & Brown in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 367 increasing their positions, 295 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40M
Puts
$35M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
301
Pacer Advisors
Pennsylvania
$3.69M
IAA
302
Independent Advisor Alliance
North Carolina
$3.69M
CIG
303
CHB Investment Group
Pennsylvania
$3.64M
LPCM
304
Lynwood Price Capital Management
Texas
$3.64M
Axa
305
Axa
France
$3.62M
MOS
306
MGO One Seven
Ohio
$3.62M
NYLIM
307
New York Life Investment Management
New York
$3.59M
NAM
308
Nissay Asset Management
Japan
$3.54M
SMDAM
309
Sumitomo Mitsui DS Asset Management
Japan
$3.5M
SOADOR
310
State of Alaska Department of Revenue
Alaska
$3.49M
MCM
311
Mitchell Capital Management
Kansas
$3.42M
FA
312
Faithward Advisors
Pennsylvania
$3.41M
USCWA
313
U.S. Capital Wealth Advisors
Texas
$3.41M
N
314
Numerai
California
$3.37M
JWM
315
Jackson Wealth Management
Florida
$3.34M
SPIA
316
Steward Partners Investment Advisory
New York
$3.33M
BPIM
317
Brant Point Investment Management
New York
$3.33M
BHCM
318
Brevan Howard Capital Management
Jersey
$3.29M
EI
319
Ethic Inc
New York
$3.29M
EFP
320
Elser Financial Planning
Indiana
$3.28M
EF
321
Empowered Funds
Pennsylvania
$3.27M
PIM
322
Penobscot Investment Management
Massachusetts
$3.25M
BCM
323
Brookstone Capital Management
Illinois
$3.24M
VNIM
324
Vaughan Nelson Investment Management
Texas
$3.23M
VPIM
325
Vanguard Personalized Indexing Management
California
$3.18M