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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
MIM
851
MTM Investment Management
South Carolina
$9.42K
CWA
852
Carolina Wealth Advisors
South Carolina
$9.31K
FFO
853
Fortitude Family Office
Arizona
$8.87K
GC
854
GFG Capital
Florida
$8.09K
PSFG
855
Park Square Financial Group
Georgia
$7.98K
MEG
856
Millstone Evans Group
Colorado
$7.87K
CWM
857
Copia Wealth Management
Oregon
$7.76K
FPF
858
First Pacific Financial
Washington
$7.54K
T
859
Transce3nd
Texas
$7.32K
HFS
860
Hughes Financial Services
Virginia
$7.07K
TCA
861
Trifecta Capital Advisors
Illinois
$6.87K
CCMI
862
Creative Capital Management Investments
California
$6.76K
MCM
863
MV Capital Management
Maryland
$6.32K
CTC
864
Central Trust Company
Missouri
$6.32K
EPIM
865
Evelyn Partners Investment Management
$6.32K
AW
866
Avion Wealth
Texas
$6K
CSB
867
City State Bank
Iowa
$5.99K
HHMI
868
Howard Hughes Medical Institute
Maryland
$5.65K
PWA
869
Principia Wealth Advisory
Texas
$5.54K
JGIA
870
Jackson Grant Investment Advisers
Connecticut
$5.32K
AF
871
Advisornet Financial
Minnesota
$5.21K
PWMG
872
Prestige Wealth Management Group
New Jersey
$5.1K
BAM
873
Bellevue Asset Management
Washington
$5.1K
JFG
874
JDM Financial Group
Texas
$4.99K
AWM
875
Activest Wealth Management
Florida
$4.88K