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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
RIL
826
Rothschild Investment LLC
Illinois
$18.5K
SC
827
SouthState Corp
Florida
$18.4K
JWA
828
JFS Wealth Advisors
Pennsylvania
$17.1K
FFA
829
Frazier Financial Advisors
Ohio
$16.6K
TC
830
Truvestments Capital
Florida
$16.5K
RTL
831
Red Tortoise LLC
Georgia
$16.3K
TPWA
832
Twin Peaks Wealth Advisors
California
$16.2K
CFB
833
Cullen/Frost Bankers
Texas
$15.7K
SA
834
SRH Advisors
Kansas
$15.1K
FNWA
835
Financial Network Wealth Advisors
Utah
$14.9K
RA
836
Rise Advisors
New York
$14.3K
CFD
837
Creative Financial Designs
Indiana
$13.8K
AWM
838
Accredited Wealth Management
Kentucky
$13.7K
FMII
839
Farmers & Merchants Investments Inc
Nebraska
$13.3K
PWMG
840
Private Wealth Management Group
New Jersey
$12.5K
TF
841
Tompkins Financial
New York
$12.3K
NC
842
NewSquare Capital
Pennsylvania
$12.1K
WA
843
Whipplewood Advisors
Colorado
$11.9K
IUHSA
844
Itau Unibanco Holding S.A.
Brazil
$11.8K
SWM
845
Spire Wealth Management
Virginia
$11.1K
HWA
846
HHM Wealth Advisors
Tennessee
$11.1K
DSC
847
Duncker Streett & Co
Missouri
$10.3K
SO
848
Sierra Ocean
California
$10K
WIM
849
Westside Investment Management
California
$9.91K
GWS
850
Greykasell Wealth Strategies
California
$9.76K