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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
HFS
826
Hughes Financial Services
Virginia
$8.69K
T
827
Transce3nd
Texas
$8.58K
DJSG
828
D.J. St. Germain
Massachusetts
$8.34K
RS
829
Rakuten Securities
Japan
$7.96K
MCM
830
MV Capital Management
Maryland
$7.09K
CTC
831
Central Trust Company
Missouri
$7.09K
FFO
832
Fortitude Family Office
Arizona
$7.09K
CSB
833
City State Bank
Iowa
$6.72K
CFO
834
CVA Family Office
Colorado
$6.47K
BAM
835
Bellevue Asset Management
Washington
$6.09K
JGIA
836
Jackson Grant Investment Advisers
Connecticut
$5.97K
AWM
837
Activest Wealth Management
Florida
$5.97K
AF
838
Advisornet Financial
Minnesota
$5.85K
PWMG
839
Prestige Wealth Management Group
New Jersey
$5.72K
JFG
840
JDM Financial Group
Texas
$5.6K
WPA
841
West Paces Advisors
Georgia
$5.47K
FPF
842
First Pacific Financial
Washington
$5.47K
SL
843
Salomon & Ludwin
Virginia
$5.1K
RBC
844
Roble Belko & Company
Pennsylvania
$5K
AWM
845
Abound Wealth Management
Tennessee
$4.85K
S
846
Sachetta
Massachusetts
$4.73K
DPW
847
DiNuzzo Private Wealth
Pennsylvania
$4.73K
SSB
848
Sandy Spring Bank
Maryland
$4.73K
FMP
849
Financial Management Professionals
Texas
$4.35K
TIM
850
Tortoise Investment Management
New York
$4.11K