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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
ESBC
726
E.S. Barr & Co
Kentucky
$215K
FFP
727
FourThought Financial Partners
Florida
$214K
RFG
728
RFP Financial Group
Georgia
$213K
FW
729
FullCircle Wealth
Texas
$213K
SPC
730
Spirepoint Private Client
Florida
$212K
WWM
731
Western Wealth Management
Colorado
$211K
EDRH
732
Edmond de Rothschild Holding
Switzerland
$205K
FTWA
733
Fifth Third Wealth Advisors
Ohio
$205K
SC
734
Steph & Co
Wisconsin
$202K
LS
735
Livforsakringsbolaget Skandia
Sweden
$200K
GWM
736
Gitterman Wealth Management
New Jersey
$199K
S
737
SignatureFD
Georgia
$199K
VEA
738
Virtus ETF Advisers
New York
$191K
GM
739
GeoWealth Management
Illinois
$187K
FHA
740
First Horizon Advisors
Tennessee
$166K
TCOV
741
Trust Company of Vermont
Vermont
$155K
LFG
742
Larson Financial Group
Missouri
$150K
PC
743
Promus Capital
Illinois
$147K
PCM
744
Penserra Capital Management
California
$146K
HI
745
Harbour Investments
Wisconsin
$134K
CW
746
Curio Wealth
Maryland
$133K
MA
747
Montag & Associates
Georgia
$130K
AWM
748
Atticus Wealth Management
Florida
$130K
PWAM
749
Private Wealth Asset Management
Iowa
$126K
CI Investments Inc
750
CI Investments Inc
Ontario, Canada
$119K