BRO icon

Brown & Brown

908 hedge funds and large institutions have $29.4B invested in Brown & Brown in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 367 increasing their positions, 293 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+18
Holders Change %
+2.02%
% of All Funds
12.17%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.38%
New
132
Increased
367
Reduced
293
Closed
97
Calls
$40M
Puts
$35M
Net Calls
+$5.03M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WAG
601
Wallace Advisory Group
California
$425K +$34.1K +274 +9%
OWA
602
Outlook Wealth Advisors
Texas
$424K -$7.54K -68 -2%
MA
603
Mutual Advisors
Nebraska
$423K -$10.2K -99 -2%
RWA
604
River Wealth Advisors
Pennsylvania
$423K
HAG
605
HighPoint Advisor Group
Illinois
$420K -$53.1K -479 -11%
FFA
606
Florida Financial Advisors
Florida
$420K +$94.7K +854 +29%
VSQM
607
V-Square Quantitative Management
Illinois
$419K +$117K +1,057 +39%
GKFF
608
George Kaiser Family Foundation
Oklahoma
$418K +$122K +1,102 +41%
PGCM
609
Prescott Group Capital Management
Oklahoma
$418K +$122K +1,102 +41%
PA
610
Profund Advisors
Maryland
$418K +$41.9K +378 +11%
BP
611
Ballentine Partners
Massachusetts
$407K +$2.66K +24 +0.7%
IB
612
Intrust Bank
Kansas
$401K +$26.7K +241 +7%
UW
613
Unique Wealth
Florida
$395K -$177K -1,601 -31%
HNB
614
Huntington National Bank
Ohio
$395K +$70.5K +636 +22%
WHCI
615
W.H. Cornerstone Investments
Massachusetts
$395K +$554 +5 +0.1%
CG
616
Cynosure Group
Utah
$394K +$76.4K +689 +24%
CA
617
CWC Advisors
Oregon
$393K +$393K +3,542 New
PA
618
Procyon Advisors
Connecticut
$392K -$2.2M -19,867 -85%
CCA
619
Checchi Capital Advisers
California
$389K +$4.55K +41 +1%
MAS
620
Meeder Advisory Services
Ohio
$389K +$19K +171 +5%
CAMG
621
CWA Asset Management Group
Florida
$388K +$21.4K +193 +6%
GRP
622
Global Retirement Partners
California
$382K +$382K +3,447 New
SWP
623
Sagespring Wealth Partners
Tennessee
$382K -$23.3K -210 -6%
CPCPP
624
Canada Post Corporation Pension Plan
Canada
$378K +$378K +3,410 New
Grantham, Mayo, Van Otterloo & Co (GMO)
625
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$377K +$377K +3,400 New