BRO icon

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
SWP
626
Sagespring Wealth Partners
Tennessee
$382K
CPCPP
627
Canada Post Corporation Pension Plan
Canada
$378K
Grantham, Mayo, Van Otterloo & Co (GMO)
628
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$377K
KCM
629
Kathmere Capital Management
Pennsylvania
$374K
UCFA
630
United Capital Financial Advisors
Texas
$373K
GL
631
Graypoint LLC
New York
$371K
SCA
632
Stonebridge Capital Advisors
Minnesota
$367K
ETC
633
Exchange Traded Concepts
Oklahoma
$366K
BFA
634
Brendel Financial Advisors
New Hampshire
$363K
AIM
635
Anchor Investment Management
South Carolina
$360K
BTWM
636
Baker Tilly Wealth Management
Wisconsin
$355K
SOS
637
Silver Oak Securities
Tennessee
$353K
LWAM
638
Legacy Wealth Asset Management
Minnesota
$346K
OF
639
Optimize Financial
California
$345K
KWA
640
Kingswood Wealth Advisors
California
$342K
FRA
641
Frank Rimerman Advisors
California
$338K
BC
642
Burney Company
Virginia
$331K
HFM
643
Harvest Fund Management
China
$330K
AWAU
644
Alliance Wealth Advisors (Utah)
Utah
$330K
RS
645
R Squared
Hong Kong
$327K
FFA
646
Farther Finance Advisors
California
$326K
Hudson Bay Capital Management
647
Hudson Bay Capital Management
Connecticut
$325K
SC
648
Sepio Capital
Utah
$324K
OA
649
Operose Advisors
Wisconsin
$322K
CIS
650
Custom Index Systems
New York
$320K