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Brown & Brown

891 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, 333 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: 859891 (+32)

8% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 307

0.67% more ownership

Funds ownership: 74.31%74.97% (+0.67%)

Holders
891
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
KA
551
Klingman & Associates
New York
$552K
MP
552
Moment Partners
California
$550K
WA
553
Waverly Advisors
Alabama
$541K
AA
554
Apriem Advisors
California
$540K
GIA
555
Gateway Investment Advisers
Ohio
$536K
VI
556
Vestcor Inc
New Brunswick, Canada
$532K
AWM
557
Axxcess Wealth Management
California
$529K
DILIC
558
Dai-ichi Life Insurance Company
Japan
$529K
Brown Advisory
559
Brown Advisory
Maryland
$528K
AV
560
ASR Vermogensbeheer
Netherlands
$527K
RWM
561
Revisor Wealth Management
Ohio
$523K
MSA
562
MUFG Securities Americas
New York
$523K
MIC
563
Means Investment Company
Maine
$516K
PFM
564
Phillips Financial Management
Indiana
$511K
AA
565
Advisory Alpha
Michigan
$510K
SBIA
566
Sheaff Brock Investment Advisors
Indiana
$500K
ST
567
Somerset Trust
Pennsylvania
$490K
ATC
568
Argent Trust Co
Tennessee
$490K
OWA
569
Outlook Wealth Advisors
Texas
$485K
MA
570
Mutual Advisors
Nebraska
$480K
BAM
571
Belpointe Asset Management
Nevada
$479K
RWA
572
River Wealth Advisors
Pennsylvania
$474K
SSW
573
Smith Shellnut Wilson
Mississippi
$465K
AWAU
574
Alliance Wealth Advisors (Utah)
Utah
$463K
HAG
575
HighPoint Advisor Group
Illinois
$461K