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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
LNWWM
601
Laird Norton Wetherby Wealth Management
California
$444K
PTC
602
Petrus Trust Company
Texas
$439K
ST
603
Somerset Trust
Pennsylvania
$431K
WAG
604
Wallace Advisory Group
California
$425K
OWA
605
Outlook Wealth Advisors
Texas
$424K
MA
606
Mutual Advisors
Nebraska
$423K
RWA
607
River Wealth Advisors
Pennsylvania
$423K
HAG
608
HighPoint Advisor Group
Illinois
$420K
FFA
609
Florida Financial Advisors
Florida
$420K
VSQM
610
V-Square Quantitative Management
Illinois
$419K
PGCM
611
Prescott Group Capital Management
Oklahoma
$418K
GKFF
612
George Kaiser Family Foundation
Oklahoma
$418K
PA
613
Profund Advisors
Maryland
$418K
BP
614
Ballentine Partners
Massachusetts
$407K
IB
615
Intrust Bank
Kansas
$401K
UW
616
Unique Wealth
Florida
$395K
HNB
617
Huntington National Bank
Ohio
$395K
WHCI
618
W.H. Cornerstone Investments
Massachusetts
$395K
CG
619
Cynosure Group
Utah
$394K
CA
620
CWC Advisors
Oregon
$393K
PA
621
Procyon Advisors
Connecticut
$392K
CCA
622
Checchi Capital Advisers
California
$389K
MAS
623
Meeder Advisory Services
Ohio
$389K
CAMG
624
CWA Asset Management Group
Florida
$388K
GRP
625
Global Retirement Partners
California
$382K