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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
AW
851
Avion Wealth
Texas
$4K
SIC
852
SJS Investment Consulting
Ohio
$3.86K
CPG
853
Cornerstone Planning Group
New Jersey
$3.55K
BGAI
854
Bruce G. Allen Investments
Colorado
$3.36K
GFPC
855
Global Financial Private Client
Florida
$3.23K
SN
856
Sittner & Nelson
Oregon
$3.11K
TCA
857
Trifecta Capital Advisors
Illinois
$2.99K
LI
858
LRI Investments
Florida
$2.86K
FCAS
859
First Command Advisory Services
Texas
$2.86K
BIA
860
Bell Investment Advisors
California
$2.49K
FUBT
861
First United Bank & Trust
Maryland
$2.36K
DF
862
Dunhill Financial
United Kingdom
$2.17K
CWM
863
Crowley Wealth Management
Delaware
$2.12K
LCM
864
Logan Capital Management
Pennsylvania
$1.99K
DWM
865
Dogwood Wealth Management
Kansas
$1.99K
DIP
866
DT Investment Partners
Pennsylvania
$1.87K
TWD
867
True Wealth Design
Ohio
$1.87K
GP
868
Greenline Partners
New York
$1.74K
HFS
869
Horizon Financial Services
North Carolina
$1.49K
RAM
870
Riggs Asset Management
Pennsylvania
$1.37K
WWM
871
Wolff Wiese Magana
California
$1.24K
VNA
872
Valley National Advisers
Pennsylvania
$1K
WCM
873
WealthTrak Capital Management
Virginia
$996
BFS
874
Bare Financial Services
Pennsylvania
$995
HWP
875
Highline Wealth Partners
California
$995