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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
NMERB
451
New Mexico Educational Retirement Board
New Mexico
$1.23M
ALMGDA
452
AG2R La Mondiale Gestion d'Actifs
France
$1.22M
JF
453
JSF Financial
California
$1.21M
CCM
454
Chaney Capital Management
Washington
$1.2M
SAM
455
Strategy Asset Managers
California
$1.2M
TCM
456
Tributary Capital Management
Nebraska
$1.2M
SMF
457
Scott Marsh Financial
Utah
$1.18M
MFG
458
Monte Financial Group
Connecticut
$1.17M
FDCDDQ
459
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.17M
PWP
460
Parkwoods Wealth Partners
New York
$1.17M
EGM
461
Engineers Gate Manager
New York
$1.14M
RCA
462
Resonant Capital Advisors
Wisconsin
$1.11M
BAAM
463
Baker Avenue Asset Management
California
$1.11M
HAM
464
Harmony Asset Management
Arizona
$1.11M
AIM
465
Access Investment Management
Georgia
$1.11M
SFA
466
Sequoia Financial Advisors
Ohio
$1.09M
I
467
INVST
Indiana
$1.09M
MFS
468
Mirabella Financial Services
United Kingdom
$1.08M
EWA
469
EP Wealth Advisors
California
$1.08M
CIA
470
Concurrent Investment Advisors
Florida
$1.07M
BMSSC
471
B. Metzler seel. Sohn & Co
Germany
$1.07M
MCM
472
Manchester Capital Management
Vermont
$1.06M
OAM
473
Occidental Asset Management
California
$1.05M
TFS
474
Thoroughbred Financial Services
Tennessee
$1.05M
ACA
475
Aptus Capital Advisors
Alabama
$1.03M