BRO icon

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
AO
526
Advisor OS
Illinois
$669K
MA
527
MJP Associates
Connecticut
$666K
LCWP
528
Legacy Capital Wealth Partners
Arkansas
$664K
APWM
529
Argonautica Private Wealth Management
Massachusetts
$659K
TCM
530
Teza Capital Management
Illinois
$654K
HCM
531
Howland Capital Management
Massachusetts
$646K
SOS
532
Silver Oak Securities
Tennessee
$646K
UW
533
Unique Wealth
Florida
$643K
KWM
534
Kingsview Wealth Management
Oregon
$641K
BBVA
535
Banco Bilbao Vizcaya Argentaria
Spain
$635K
JCIA
536
Jackson Creek Investment Advisors
Colorado
$633K
BMWM
537
Brown Miller Wealth Management
Virginia
$631K
GFM
538
GF Fund Management
China
$630K
Jane Street
539
Jane Street
New York
$621K
MCM
540
Massar Capital Management
Connecticut
$610K
FCP
541
Fidelis Capital Partners
Florida
$599K
Fayez Sarofim & Co
542
Fayez Sarofim & Co
Texas
$596K
WTB
543
Washington Trust Bank
Washington
$595K
GWP
544
Gen-Wealth Partners
Michigan
$589K
FFM
545
Forum Financial Management
Illinois
$586K
Vontobel Holding
546
Vontobel Holding
Switzerland
$580K
FAIM
547
Financial Advocates Investment Management
Washington
$579K
Balyasny Asset Management
548
Balyasny Asset Management
Illinois
$572K
FPCG
549
Forum Private Client Group
Indiana
$570K
O
550
Ossiam
France
$567K