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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
Brown Advisory
601
Brown Advisory
Maryland
$451K
BAM
602
Belpointe Asset Management
Nevada
$450K
BMWM
603
Brown Miller Wealth Management
Virginia
$449K
O
604
Ossiam
France
$445K
LNWWM
605
Laird Norton Wetherby Wealth Management
California
$444K
PTC
606
Petrus Trust Company
Texas
$439K
ST
607
Somerset Trust
Pennsylvania
$431K
WAG
608
Wallace Advisory Group
California
$425K
OWA
609
Outlook Wealth Advisors
Texas
$424K
MA
610
Mutual Advisors
Nebraska
$423K
RWA
611
River Wealth Advisors
Pennsylvania
$423K
HAG
612
HighPoint Advisor Group
Illinois
$420K
FFA
613
Florida Financial Advisors
Florida
$420K
VSQM
614
V-Square Quantitative Management
Illinois
$419K
PGCM
615
Prescott Group Capital Management
Oklahoma
$418K
GKFF
616
George Kaiser Family Foundation
Oklahoma
$418K
PA
617
Profund Advisors
Maryland
$418K
BP
618
Ballentine Partners
Massachusetts
$407K
IB
619
Intrust Bank
Kansas
$401K
UW
620
Unique Wealth
Florida
$395K
HNB
621
Huntington National Bank
Ohio
$395K
WHCI
622
W.H. Cornerstone Investments
Massachusetts
$395K
CG
623
Cynosure Group
Utah
$394K
CA
624
CWC Advisors
Oregon
$393K
PA
625
Procyon Advisors
Connecticut
$392K