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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
CC
601
Centiva Capital
New York
$394K
OF
602
Optimize Financial
California
$390K
FFA
603
Farther Finance Advisors
California
$387K
BC
604
Burney Company
Virginia
$387K
KFS
605
Kurt F. Somerville
$373K
KWA
606
Kingswood Wealth Advisors
California
$372K
FFA
607
Florida Financial Advisors
Florida
$364K
HNB
608
Huntington National Bank
Ohio
$364K
OA
609
Operose Advisors
Wisconsin
$361K
WPC
610
Wedmont Private Capital
Pennsylvania
$361K
MWM
611
Mattern Wealth Management
Kansas
$358K
CG
612
Cynosure Group
Utah
$357K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
613
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$352K
Kovitz Investment Group Partners
614
Kovitz Investment Group Partners
Illinois
$349K
AWM
615
Apollon Wealth Management
South Carolina
$344K
CW
616
CreativeOne Wealth
Kansas
$344K
Arrowstreet Capital
617
Arrowstreet Capital
Massachusetts
$343K
EPIMS
618
Evelyn Partners Investment Management Services
$343K
N
619
Natixis
France
$342K
TAM
620
Trust Asset Management
Texas
$339K
VSQM
621
V-Square Quantitative Management
Illinois
$338K
EL
622
EWA LLC
Pennsylvania
$337K
EAM
623
Eventide Asset Management
Massachusetts
$336K
SWA
624
Strategies Wealth Advisors
Michigan
$335K
NWAG
625
Net Worth Advisory Group
Utah
$334K