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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
RTL
801
Red Tortoise LLC
Georgia
$18.3K
FNWA
802
Financial Network Wealth Advisors
Utah
$18.2K
Optiver Holding
803
Optiver Holding
Netherlands
$17.7K
RIL
804
Rothschild Investment LLC
Illinois
$17.5K
SA
805
SRH Advisors
Kansas
$16.9K
RA
806
Rise Advisors
New York
$16K
AWM
807
Accredited Wealth Management
Kentucky
$15.4K
CHC
808
City Holding Co
West Virginia
$15.2K
IUHSA
809
Itau Unibanco Holding S.A.
Brazil
$15K
NC
810
NewSquare Capital
Pennsylvania
$14.4K
FMII
811
Farmers & Merchants Investments Inc
Nebraska
$14.3K
CFD
812
Creative Financial Designs
Indiana
$14.2K
WA
813
Whipplewood Advisors
Colorado
$13.3K
MEG
814
Millstone Evans Group
Colorado
$12.7K
HWA
815
HHM Wealth Advisors
Tennessee
$12.4K
SCB
816
Saudi Central Bank
Saudi Arabia
$11.9K
DSC
817
Duncker Streett & Co
Missouri
$11.6K
HI
818
Harbour Investments
Wisconsin
$11.4K
SO
819
Sierra Ocean
California
$11.2K
GWS
820
Greykasell Wealth Strategies
California
$10.9K
PWMG
821
Private Wealth Management Group
New Jersey
$10.6K
CWA
822
Carolina Wealth Advisors
South Carolina
$10.4K
PSFG
823
Park Square Financial Group
Georgia
$8.96K
GWM
824
Geneos Wealth Management
Colorado
$8.96K
CWM
825
Copia Wealth Management
Oregon
$8.71K