BRO icon

Brown & Brown

917 hedge funds and large institutions have $29.4B invested in Brown & Brown in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 367 increasing their positions, 299 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
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
MA
751
Montag & Associates
Georgia
$130K
AWM
752
Atticus Wealth Management
Florida
$130K
PWAM
753
Private Wealth Asset Management
Iowa
$126K
CI Investments Inc
754
CI Investments Inc
Ontario, Canada
$119K
EWA
755
EverSource Wealth Advisors
Alabama
$116K
GEA
756
Glen Eagle Advisors
New Jersey
$111K
MPW
757
MASECO Private Wealth
$109K
CSP
758
Cary Street Partners
Virginia
$103K
HT
759
Headlands Technologies
Illinois
$100K
MPWT
760
MassMutual Private Wealth & Trust
Connecticut
$98.7K
BTI
761
Blue Trust Inc
Georgia
$96.2K
MSE
762
MUFG Securities EMEA
United Kingdom
$91.8K
OCM
763
Orion Capital Management
California
$89.5K
AGWCA
764
Annis Gardner Whiting Capital Advisors
Florida
$88.5K
PFBT
765
Parkside Financial Bank & Trust
Missouri
$86.8K
WSFS
766
Wilmington Savings Fund Society
Delaware
$86.4K
PPC
767
Park Place Capital
Alabama
$84.5K
VCM
768
Versant Capital Management
Arizona
$81.5K
CH
769
Cromwell Holdings
Wyoming
$80.2K
C
770
Covestor
United Kingdom
$75K
CT
771
Caldwell Trust
Florida
$74.9K
GCM
772
Gables Capital Management
Florida
$74.1K
SWIM
773
Smallwood Wealth Investment Management
New Jersey
$74.1K
SIM
774
Sentry Investment Management
Wisconsin
$73K
CBT
775
Crews Bank & Trust
Florida
$72.6K