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Brown & Brown

908 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, 293 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+18
Holders Change %
+2.02%
% of All Funds
12.17%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.38%
New
132
Increased
367
Reduced
293
Closed
97
Calls
$40M
Puts
$35M
Net Calls
+$5.03M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
801
Ancora Advisors
Ohio
$27.2K +$2.44K +22 +10%
GKIM
802
GW&K Investment Management
Massachusetts
$27K -$19.6K -176 -42%
M
803
MOTCO
Texas
$26.8K +$26.8K +293 New
KPP
804
Kings Path Partners
Texas
$25.6K
MAM
805
Meeder Asset Management
Ohio
$24.5K +$24.5K +221 New
AAS
806
Ameritas Advisory Services
Nebraska
$23.7K +$23.7K +214 New
PSB
807
Piscataqua Savings Bank
New Hampshire
$22.6K
CAL
808
Capital Advisors Ltd
Ohio
$22K -$2.22K -20 -9%
QL
809
Quarry LP
New York
$22K +$22K +198 New
SC
810
Solstein Capital
California
$21.3K +$21.3K +192 New
Lazard Asset Management
811
Lazard Asset Management
New York
$21K -$322K -3,005 -94%
CT
812
Clearstead Trust
Maine
$21K +$21K +189 New
SSG
813
Summit Securities Group
New York
$21K +$20.8K +188 +18,800%
KFI
814
Key Financial Inc
Pennsylvania
$20.7K
CA
815
Clearstead Advisors
Ohio
$20.3K +$19.6K +177 +2,950%
MSWA
816
Marshall & Sterling Wealth Advisors
New York
$18.9K -$3.86K -35 -17%
RIL
817
Rothschild Investment LLC
Illinois
$18.5K +$2.88K +26 +18%
SC
818
SouthState Corp
Florida
$18.4K -$9.76K -88 -35%
JWA
819
JFS Wealth Advisors
Pennsylvania
$17.1K
FFA
820
Frazier Financial Advisors
Ohio
$16.6K
TC
821
Truvestments Capital
Florida
$16.5K
RTL
822
Red Tortoise LLC
Georgia
$16.3K
TPWA
823
Twin Peaks Wealth Advisors
California
$16.2K +$16.2K +171 New
CFB
824
Cullen/Frost Bankers
Texas
$15.7K +$15.7K +142 New
SA
825
SRH Advisors
Kansas
$15.1K