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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
MWM
651
Mattern Wealth Management
Kansas
$319K
TSWM
652
Triangle Securities Wealth Management
North Carolina
$317K
NWAG
653
Net Worth Advisory Group
Utah
$311K
ATC
654
Argent Trust Co
Tennessee
$310K
JSSH
655
J. Safra Sarasin Holding
$310K
OIA
656
OneDigital Investment Advisors
Kansas
$309K
KFS
657
Kurt F. Somerville
$305K
CI
658
Cigna Investments
Connecticut
$304K
RWM
659
Ritholtz Wealth Management
New York
$304K
MFG
660
Merit Financial Group
Georgia
$303K
TAM
661
Trust Asset Management
Texas
$303K
EL
662
EWA LLC
Pennsylvania
$302K
OCA
663
Otter Creek Advisors
Florida
$296K
PWP
664
Phillips Wealth Planners
Mississippi
$294K
WPC
665
Wedmont Private Capital
Pennsylvania
$293K
RFC
666
Regions Financial Corp
Alabama
$292K
AWM
667
Apollon Wealth Management
South Carolina
$290K
CGL
668
Clarius Group LLC
Washington
$286K
EH
669
Equitable Holdings
New York
$284K
II
670
Inspire Investing
Idaho
$284K
MGIA
671
Moneta Group Investment Advisors
Missouri
$280K
PA
672
Parallel Advisors
California
$278K
AWM
673
Angeles Wealth Management
California
$277K
MG
674
Mather Group
Illinois
$277K
AC
675
AXQ Capital
New Jersey
$274K