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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
PWG
526
Portside Wealth Group
Utah
$742K
A
527
AlphaQuest
New York
$740K
MC
528
Moors & Cabot
Massachusetts
$739K
SO
529
STRS Ohio
Ohio
$730K
KRSITF
530
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$720K
STA
531
Summit Trail Advisors
New York
$715K
SFI
532
Siemens Fonds Invest
Germany
$700K
Carson Wealth (CWM LLC)
533
Carson Wealth (CWM LLC)
Nebraska
$696K
MSA
534
MUFG Securities Americas
New York
$689K
OTL
535
Oak Thistle LLC
New York
$686K
RCM
536
Radnor Capital Management
Pennsylvania
$671K
OWP
537
ORG Wealth Partners
Texas
$666K
SBFM
538
S-Bank Fund Management
Finland
$665K
SIM
539
Studio Investment Management
Illinois
$654K
KAS
540
Kestra Advisory Services
Texas
$654K
RWP
541
RWA Wealth Partners
Massachusetts
$653K
BAM
542
Blueshift Asset Management
New Jersey
$646K
BIG
543
Brooklyn Investment Group
New York
$641K
HWAM
544
Hennion & Walsh Asset Management
New Jersey
$637K
SFS
545
Sowell Financial Services
Arkansas
$624K
HIM
546
Hanlon Investment Management
New Jersey
$620K
GSEP
547
Golden State Equity Partners
California
$619K
SFG
548
SevenBridge Financial Group
Pennsylvania
$611K
AF
549
Allworth Financial
California
$610K
MFA
550
Mayflower Financial Advisors
Massachusetts
$603K