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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
EWA
751
EverSource Wealth Advisors
Alabama
$116K
GEA
752
Glen Eagle Advisors
New Jersey
$111K
MPW
753
MASECO Private Wealth
$109K
CSP
754
Cary Street Partners
Virginia
$103K
HT
755
Headlands Technologies
Illinois
$100K
MPWT
756
MassMutual Private Wealth & Trust
Connecticut
$98.7K
BTI
757
Blue Trust Inc
Georgia
$96.2K
MSE
758
MUFG Securities EMEA
United Kingdom
$91.8K
OCM
759
Orion Capital Management
California
$89.5K
AGWCA
760
Annis Gardner Whiting Capital Advisors
Florida
$88.5K
PFBT
761
Parkside Financial Bank & Trust
Missouri
$86.8K
WSFS
762
Wilmington Savings Fund Society
Delaware
$86.4K
PPC
763
Park Place Capital
Alabama
$84.5K
VCM
764
Versant Capital Management
Arizona
$81.5K
CH
765
Cromwell Holdings
Wyoming
$80.2K
C
766
Covestor
United Kingdom
$75K
CT
767
Caldwell Trust
Florida
$74.9K
GCM
768
Gables Capital Management
Florida
$74.1K
SWIM
769
Smallwood Wealth Investment Management
New Jersey
$74.1K
SIM
770
Sentry Investment Management
Wisconsin
$73K
CBT
771
Crews Bank & Trust
Florida
$72.6K
AssetMark Inc
772
AssetMark Inc
California
$69.1K
EB
773
Eastern Bank
Massachusetts
$68.5K
OL
774
OneFund LLC
Florida
$68K
GWSG
775
GPS Wealth Strategies Group
Colorado
$65.3K