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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
PDL
701
Portfolio Design Labs
California
$222K
NGA
702
Naples Global Advisors
Florida
$219K
MAWA
703
Moss Adams Wealth Advisors
Washington
$218K
SIA
704
Schechter Investment Advisors
Michigan
$217K
S
705
SignatureFD
Georgia
$216K
TIA
706
Trust Investment Advisors
Indiana
$214K
HBS
707
Howard Bailey Securities
Indiana
$213K
FA
708
Fedenia Advisers
Wisconsin
$212K
IIM
709
Ipswich Investment Management
Massachusetts
$210K
TYCC
710
Texas Yale Capital Corp
Florida
$210K
RDWM
711
Red Door Wealth Management
Tennessee
$209K
LWMM
712
Legacy Wealth Management (Mississippi)
Mississippi
$204K
CIS
713
Custom Index Systems
New York
$204K
OFS
714
Orrstown Financial Services
Pennsylvania
$203K
ANTB
715
AMG National Trust Bank
Colorado
$202K
MF
716
Manchester Financial
California
$202K
HR
717
Howe & Rusling
New York
$200K
FHA
718
First Horizon Advisors
Tennessee
$191K
EI
719
eCIO Inc
Wisconsin
$184K
LFG
720
Larson Financial Group
Missouri
$176K
TCOV
721
Trust Company of Vermont
Vermont
$174K
PC
722
Promus Capital
Illinois
$165K
CA
723
CoreCap Advisors
Michigan
$158K
GM
724
GeoWealth Management
Illinois
$150K
SOW
725
State of Wyoming
Wyoming
$147K