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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
Lido Advisors
501
Lido Advisors
California
$796K
BTWM
502
Baker Tilly Wealth Management
Wisconsin
$795K
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$789K
AIA
504
AssuredPartners Investment Advisors
Florida
$773K
SFA
505
Sequoia Financial Advisors
Ohio
$772K
HIM
506
Hanlon Investment Management
New Jersey
$767K
BMSSC
507
B. Metzler seel. Sohn & Co
Germany
$762K
OWP
508
ORG Wealth Partners
Texas
$753K
SIM
509
Studio Investment Management
Illinois
$748K
RCM
510
Radnor Capital Management
Pennsylvania
$745K
SF
511
Synovus Financial
Georgia
$744K
EP
512
Edgestream Partners
New Jersey
$733K
TPI
513
Trust Point Inc
Wisconsin
$733K
RWP
514
RWA Wealth Partners
Massachusetts
$732K
AG
515
Ascent Group
Virginia
$722K
CA
516
Claro Advisors
Massachusetts
$721K
Capstone Investment Advisors
517
Capstone Investment Advisors
New York
$715K
SFG
518
SevenBridge Financial Group
Pennsylvania
$714K
SFS
519
Sowell Financial Services
Arkansas
$711K
GXJ
520
Global X Japan
Japan
$711K
SFI
521
Siemens Fonds Invest
Germany
$704K
USAA
522
United Services Automobile Association
Texas
$701K
Jones Financial Companies
523
Jones Financial Companies
Missouri
$684K
MFA
524
Mayflower Financial Advisors
Massachusetts
$676K
NLP
525
Next Level Private
New York
$675K