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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
CCA
626
Checchi Capital Advisers
California
$389K
MAS
627
Meeder Advisory Services
Ohio
$389K
CAMG
628
CWA Asset Management Group
Florida
$388K
GRP
629
Global Retirement Partners
California
$382K
SWP
630
Sagespring Wealth Partners
Tennessee
$382K
CPCPP
631
Canada Post Corporation Pension Plan
Canada
$378K
Grantham, Mayo, Van Otterloo & Co (GMO)
632
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$377K
KCM
633
Kathmere Capital Management
Pennsylvania
$374K
UCFA
634
United Capital Financial Advisors
Texas
$373K
GL
635
Graypoint LLC
New York
$371K
SCA
636
Stonebridge Capital Advisors
Minnesota
$367K
ETC
637
Exchange Traded Concepts
Oklahoma
$366K
BFA
638
Brendel Financial Advisors
New Hampshire
$363K
AIM
639
Anchor Investment Management
South Carolina
$360K
BTWM
640
Baker Tilly Wealth Management
Wisconsin
$355K
SOS
641
Silver Oak Securities
Tennessee
$353K
LWAM
642
Legacy Wealth Asset Management
Minnesota
$346K
OF
643
Optimize Financial
California
$345K
KWA
644
Kingswood Wealth Advisors
California
$342K
FRA
645
Frank Rimerman Advisors
California
$338K
BC
646
Burney Company
Virginia
$331K
HFM
647
Harvest Fund Management
China
$330K
AWAU
648
Alliance Wealth Advisors (Utah)
Utah
$330K
RS
649
R Squared
Hong Kong
$327K
FFA
650
Farther Finance Advisors
California
$326K