BRO icon

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
TC
826
Truvestments Capital
Florida
$16.5K
RTL
827
Red Tortoise LLC
Georgia
$16.3K
TPWA
828
Twin Peaks Wealth Advisors
California
$16.2K
CFB
829
Cullen/Frost Bankers
Texas
$15.7K
SA
830
SRH Advisors
Kansas
$15.1K
FNWA
831
Financial Network Wealth Advisors
Utah
$14.9K
RA
832
Rise Advisors
New York
$14.3K
CFD
833
Creative Financial Designs
Indiana
$13.8K
AWM
834
Accredited Wealth Management
Kentucky
$13.7K
FMII
835
Farmers & Merchants Investments Inc
Nebraska
$13.3K
PWMG
836
Private Wealth Management Group
New Jersey
$12.5K
TF
837
Tompkins Financial
New York
$12.3K
NC
838
NewSquare Capital
Pennsylvania
$12.1K
WA
839
Whipplewood Advisors
Colorado
$11.9K
IUHSA
840
Itau Unibanco Holding S.A.
Brazil
$11.8K
SWM
841
Spire Wealth Management
Virginia
$11.1K
HWA
842
HHM Wealth Advisors
Tennessee
$11.1K
DSC
843
Duncker Streett & Co
Missouri
$10.3K
SO
844
Sierra Ocean
California
$10K
WIM
845
Westside Investment Management
California
$9.91K
GWS
846
Greykasell Wealth Strategies
California
$9.76K
MIM
847
MTM Investment Management
South Carolina
$9.42K
CWA
848
Carolina Wealth Advisors
South Carolina
$9.31K
FFO
849
Fortitude Family Office
Arizona
$8.87K
GC
850
GFG Capital
Florida
$8.09K