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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
GSEP
551
Golden State Equity Partners
California
$619K
SFG
552
SevenBridge Financial Group
Pennsylvania
$611K
AF
553
Allworth Financial
California
$610K
MFA
554
Mayflower Financial Advisors
Massachusetts
$603K
NLP
555
Next Level Private
New York
$602K
AWA
556
Arkadios Wealth Advisors
Georgia
$599K
VWM
557
Venturi Wealth Management
Texas
$584K
KWM
558
Kingsview Wealth Management
Oregon
$584K
APWM
559
Argonautica Private Wealth Management
Massachusetts
$583K
AG
560
Ascent Group
Virginia
$580K
AO
561
Advisor OS
Illinois
$580K
MA
562
MJP Associates
Connecticut
$579K
VT
563
Vise Technologies
New York
$577K
HCM
564
Howland Capital Management
Massachusetts
$576K
AA
565
Advisory Alpha
Michigan
$575K
VI
566
Vestcor Inc
New Brunswick, Canada
$575K
LCWP
567
Legacy Capital Wealth Partners
Arkansas
$575K
SIM
568
Sandia Investment Management
Massachusetts
$554K
Fayez Sarofim & Co
569
Fayez Sarofim & Co
Texas
$554K
GXJ
570
Global X Japan
Japan
$554K
Vontobel Holding
571
Vontobel Holding
Switzerland
$532K
GWP
572
Gen-Wealth Partners
Michigan
$525K
FFM
573
Forum Financial Management
Illinois
$524K
JSW
574
Journey Strategic Wealth
New Jersey
$518K
MYIA
575
Mount Yale Investment Advisors
Colorado
$514K