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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
TWP
676
Tower Wealth Partners
Pennsylvania
$273K
CA
677
Callahan Advisors
Texas
$273K
FIA
678
Foundations Investment Advisors
Arizona
$272K
BFO
679
Boston Family Office
Massachusetts
$269K
NP
680
NorthRock Partners
Minnesota
$268K
CFM
681
Catalyst Funds Management
Australia
$266K
CF
682
Copperwynd Financial
Arizona
$265K
CP
683
Covenant Partners
Tennessee
$264K
TIA
684
Tiemann Investment Advisors
California
$264K
MCA
685
MSH Capital Advisors
Arizona
$264K
LFAS
686
Level Four Advisory Services
Texas
$263K
WANY
687
Wealthspire Advisors (New York)
New York
$263K
CC
688
Corton Capital
Ontario, Canada
$259K
TAM
689
Tocqueville Asset Management
New York
$258K
NS
690
NBC Securities
Alabama
$256K
MSAM
691
Moloney Securities Asset Management
Missouri
$255K
EPIMS
692
Evelyn Partners Investment Management Services
$254K
BWP
693
Burling Wealth Partners
Illinois
$253K
TFA
694
Trinity Financial Advisors
Ohio
$253K
FB
695
Fulton Bank
Pennsylvania
$251K
VCM
696
Voleon Capital Management
California
$250K
KPWS
697
Kestra Private Wealth Services
Texas
$248K
AWS
698
Atria Wealth Solutions
New York
$248K
QCG
699
Quadrant Capital Group
Ohio
$246K
TWM
700
Tradition Wealth Management
Minnesota
$245K