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Brown & Brown

918 hedge funds and large institutions have $29.5B invested in Brown & Brown in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 367 increasing their positions, 300 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
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
OAM
526
Ostrum Asset Management
France
$753K
TPW
527
Talon Private Wealth
Florida
$747K
SFSG
528
Sound Financial Strategies Group
Mississippi
$744K
NRI
529
NFP Retirement Inc
California
$743K
PWG
530
Portside Wealth Group
Utah
$742K
A
531
AlphaQuest
New York
$740K
MC
532
Moors & Cabot
Massachusetts
$739K
SO
533
STRS Ohio
Ohio
$730K
KRSITF
534
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$720K
STA
535
Summit Trail Advisors
New York
$715K
SFI
536
Siemens Fonds Invest
Germany
$700K
Carson Wealth (CWM LLC)
537
Carson Wealth (CWM LLC)
Nebraska
$696K
MSA
538
MUFG Securities Americas
New York
$689K
OTL
539
Oak Thistle LLC
New York
$686K
RCM
540
Radnor Capital Management
Pennsylvania
$671K
OWP
541
ORG Wealth Partners
Texas
$666K
SBFM
542
S-Bank Fund Management
Finland
$665K
SIM
543
Studio Investment Management
Illinois
$654K
KAS
544
Kestra Advisory Services
Texas
$654K
RWP
545
RWA Wealth Partners
Massachusetts
$653K
BAM
546
Blueshift Asset Management
New Jersey
$646K
BIG
547
Brooklyn Investment Group
New York
$641K
HWAM
548
Hennion & Walsh Asset Management
New Jersey
$637K
SFS
549
Sowell Financial Services
Arkansas
$624K
HIM
550
Hanlon Investment Management
New Jersey
$620K