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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
LWAM
576
Legacy Wealth Asset Management
Minnesota
$457K
SWP
577
Sagespring Wealth Partners
Tennessee
$454K
BP
578
Ballentine Partners
Massachusetts
$454K
PTC
579
Private Trust Company
Ohio
$447K
PIM
580
Plato Investment Management
Australia
$447K
WHCI
581
W.H. Cornerstone Investments
Massachusetts
$442K
FRA
582
Frank Rimerman Advisors
California
$441K
UCFA
583
United Capital Financial Advisors
Texas
$435K
CCA
584
Checchi Capital Advisers
California
$431K
CCA
585
Cadent Capital Advisors
Oklahoma
$427K
MIF
586
Mediolanum International Funds
Ireland
$425K
HI
587
Horizon Investments
North Carolina
$423K
NWMG
588
National Wealth Management Group
Ohio
$422K
PA
589
Profund Advisors
Maryland
$422K
IB
590
Intrust Bank
Kansas
$419K
MYAM
591
Meiji Yasuda Asset Management
Japan
$419K
KCM
592
Kathmere Capital Management
Pennsylvania
$419K
MAS
593
Meeder Advisory Services
Ohio
$415K
SCA
594
Stonebridge Capital Advisors
Minnesota
$414K
CAMG
595
CWA Asset Management Group
Florida
$411K
ATPW
596
Ashton Thomas Private Wealth
Arizona
$411K
AIM
597
Anchor Investment Management
South Carolina
$404K
M1FG
598
Mach-1 Financial Group
Arkansas
$404K
GL
599
Graypoint LLC
New York
$399K
Lazard Asset Management
600
Lazard Asset Management
New York
$397K