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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
MCA
651
MSH Capital Advisors
Arizona
$295K
TWP
652
Tower Wealth Partners
Pennsylvania
$293K
BFO
653
Boston Family Office
Massachusetts
$292K
RFC
654
Regions Financial Corp
Alabama
$290K
TAM
655
Tocqueville Asset Management
New York
$289K
NS
656
NBC Securities
Alabama
$287K
MSAM
657
Moloney Securities Asset Management
Missouri
$286K
TFA
658
Trinity Financial Advisors
Ohio
$283K
CF
659
Copperwynd Financial
Arizona
$281K
FB
660
Fulton Bank
Pennsylvania
$278K
DWM
661
Diversify Wealth Management
Utah
$276K
CAWM
662
Capital A Wealth Management
Pennsylvania
$276K
TWM
663
Tradition Wealth Management
Minnesota
$274K
KCPG
664
Kavar Capital Partners Group
Kansas
$272K
BCV
665
Banque Cantonale Vaudoise
Switzerland
$272K
QCG
666
Quadrant Capital Group
Ohio
$270K
TCA
667
Transcend Capital Advisors
New Jersey
$269K
ST
668
Smithfield Trust
Pennsylvania
$269K
AWM
669
Angeles Wealth Management
California
$266K
WANY
670
Wealthspire Advisors (New York)
New York
$263K
DWA
671
Douglass Winthrop Advisors
New York
$261K
RWM
672
Ritholtz Wealth Management
New York
$255K
LFAS
673
Level Four Advisory Services
Texas
$255K
FFP
674
FourThought Financial Partners
Florida
$251K
MBTD
675
Mechanics Bank - Trust Department
California
$251K