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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
PA
676
Parallel Advisors
California
$278K
AWM
677
Angeles Wealth Management
California
$277K
MG
678
Mather Group
Illinois
$277K
AC
679
AXQ Capital
New Jersey
$274K
TWP
680
Tower Wealth Partners
Pennsylvania
$273K
CA
681
Callahan Advisors
Texas
$273K
FIA
682
Foundations Investment Advisors
Arizona
$272K
BFO
683
Boston Family Office
Massachusetts
$269K
NP
684
NorthRock Partners
Minnesota
$268K
CFM
685
Catalyst Funds Management
Australia
$266K
CF
686
Copperwynd Financial
Arizona
$265K
CP
687
Covenant Partners
Tennessee
$264K
TIA
688
Tiemann Investment Advisors
California
$264K
MCA
689
MSH Capital Advisors
Arizona
$264K
LFAS
690
Level Four Advisory Services
Texas
$263K
WANY
691
Wealthspire Advisors (New York)
New York
$263K
CC
692
Corton Capital
Ontario, Canada
$259K
TAM
693
Tocqueville Asset Management
New York
$258K
NS
694
NBC Securities
Alabama
$256K
MSAM
695
Moloney Securities Asset Management
Missouri
$255K
FAFN
696
First Affirmative Financial Network
Colorado
$254K
EPIMS
697
Evelyn Partners Investment Management Services
$253K
BWP
698
Burling Wealth Partners
Illinois
$253K
TFA
699
Trinity Financial Advisors
Ohio
$253K
FB
700
Fulton Bank
Pennsylvania
$251K