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Brown & Brown

891 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

4% more funds holding

Funds holding: 859891 (+32)

8% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 307

0.67% more ownership

Funds ownership: 74.31%74.97% (+0.67%)

Holders
891
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.2M
Puts
$10.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
376
SG Americas Securities
New York
$1.81M
MLM
377
Mount Lucas Management
Pennsylvania
$1.79M
ECM
378
Everence Capital Management
Indiana
$1.77M
CWP
379
Cyndeo Wealth Partners
Florida
$1.77M
Federated Hermes
380
Federated Hermes
Pennsylvania
$1.75M
FCM
381
Fairbanks Capital Management
California
$1.74M
GIBU
382
Gulf International Bank (UK)
United Kingdom
$1.72M
NIM
383
NEOS Investment Management
Connecticut
$1.7M
SW
384
SlateStone Wealth
Florida
$1.68M
VIA
385
Virtus Investment Advisers
Connecticut
$1.68M
PIWA
386
Prevail Innovative Wealth Advisors
Kansas
$1.68M
HWM
387
HB Wealth Management
Georgia
$1.67M
LOAMU
388
Lombard Odier Asset Management (USA)
New York
$1.65M
Wealthfront Advisers
389
Wealthfront Advisers
California
$1.64M
Canada Pension Plan Investment Board
390
Canada Pension Plan Investment Board
Ontario, Canada
$1.62M
Citadel Advisors
391
Citadel Advisors
Florida
$1.61M
EMCIP
392
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.6M
LSERS
393
Louisiana State Employees Retirement System
Louisiana
$1.59M
CPA
394
Cathy Pareto & Associates
Florida
$1.59M
CA
395
Cullinan Associates
Kentucky
$1.55M
SAM
396
Securian Asset Management
Minnesota
$1.55M
PMWMG
397
Parr McKnight Wealth Management Group
Minnesota
$1.53M
CSI
398
Cross Staff Investments
New York
$1.49M
MFGM
399
Marshall Financial Group (Maryland)
Maryland
$1.47M
PCM
400
Price Capital Management
Louisiana
$1.47M