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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
NLP
551
Next Level Private
New York
$602K
AWA
552
Arkadios Wealth Advisors
Georgia
$599K
VWM
553
Venturi Wealth Management
Texas
$584K
KWM
554
Kingsview Wealth Management
Oregon
$584K
APWM
555
Argonautica Private Wealth Management
Massachusetts
$583K
AG
556
Ascent Group
Virginia
$580K
AO
557
Advisor OS
Illinois
$580K
MA
558
MJP Associates
Connecticut
$579K
VT
559
Vise Technologies
New York
$577K
HCM
560
Howland Capital Management
Massachusetts
$576K
AA
561
Advisory Alpha
Michigan
$575K
VI
562
Vestcor Inc
New Brunswick, Canada
$575K
LCWP
563
Legacy Capital Wealth Partners
Arkansas
$575K
SIM
564
Sandia Investment Management
Massachusetts
$554K
Fayez Sarofim & Co
565
Fayez Sarofim & Co
Texas
$554K
GXJ
566
Global X Japan
Japan
$554K
Vontobel Holding
567
Vontobel Holding
Switzerland
$532K
GWP
568
Gen-Wealth Partners
Michigan
$525K
FFM
569
Forum Financial Management
Illinois
$524K
JSW
570
Journey Strategic Wealth
New Jersey
$518K
MYIA
571
Mount Yale Investment Advisors
Colorado
$514K
FCP
572
Fidelis Capital Partners
Florida
$512K
FPCG
573
Forum Private Client Group
Indiana
$509K
KA
574
Klingman & Associates
New York
$499K
MP
575
Moment Partners
California
$498K