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Brown & Brown

892 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, 334 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: 860892 (+32)

9% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 307

0.67% more ownership

Funds ownership: 74.31%74.98% (+0.67%)

Holders
892
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
Nomura Holdings
476
Nomura Holdings
Japan
$933K
HCA
477
Hyperion Capital Advisors
New York
$933K
PAG
478
Private Advisor Group
New Jersey
$924K
HAS
479
Holland Advisory Services
Florida
$917K
CIS
480
Capital International Sarl
California
$912K
ALA
481
Atlas Legacy Advisors
California
$893K
CFO
482
Callan Family Office
Pennsylvania
$880K
AWA
483
Arkadios Wealth Advisors
Georgia
$866K
KRSITF
484
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$864K
IMCOOI
485
Investment Management Corp of Ontario (IMCO)
Canada
$856K
KPWS
486
Kestra Private Wealth Services
Texas
$855K
GSEP
487
Golden State Equity Partners
California
$851K
MYIA
488
Mount Yale Investment Advisors
Colorado
$851K
XWM
489
Xcel Wealth Management
Florida
$850K
Fifth Third Bancorp
490
Fifth Third Bancorp
Ohio
$847K
BOTPPF
491
Board of the Pension Protection Fund
United Kingdom
$846K
JWCA
492
J.W. Cole Advisors
Florida
$845K
TPW
493
Talon Private Wealth
Florida
$838K
FEG
494
Financial Enhancement Group
Indiana
$835K
KAS
495
Kestra Advisory Services
Texas
$834K
NRI
496
NFP Retirement Inc
California
$831K
MC
497
Moors & Cabot
Massachusetts
$830K
SFSG
498
Sound Financial Strategies Group
Mississippi
$824K
GVAG
499
Great Valley Advisor Group
Delaware
$821K
VWM
500
Venturi Wealth Management
Texas
$805K