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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
PSFG
851
Park Square Financial Group
Georgia
$7.98K
MEG
852
Millstone Evans Group
Colorado
$7.87K
CWM
853
Copia Wealth Management
Oregon
$7.76K
FPF
854
First Pacific Financial
Washington
$7.54K
T
855
Transce3nd
Texas
$7.32K
HFS
856
Hughes Financial Services
Virginia
$7.07K
TCA
857
Trifecta Capital Advisors
Illinois
$6.87K
CCMI
858
Creative Capital Management Investments
California
$6.76K
MCM
859
MV Capital Management
Maryland
$6.32K
CTC
860
Central Trust Company
Missouri
$6.32K
EPIM
861
Evelyn Partners Investment Management
$6.32K
AW
862
Avion Wealth
Texas
$6K
CSB
863
City State Bank
Iowa
$5.99K
HHMI
864
Howard Hughes Medical Institute
Maryland
$5.65K
PWA
865
Principia Wealth Advisory
Texas
$5.54K
JGIA
866
Jackson Grant Investment Advisers
Connecticut
$5.32K
AF
867
Advisornet Financial
Minnesota
$5.21K
PWMG
868
Prestige Wealth Management Group
New Jersey
$5.1K
BAM
869
Bellevue Asset Management
Washington
$5.1K
JFG
870
JDM Financial Group
Texas
$4.99K
AWM
871
Activest Wealth Management
Florida
$4.88K
CPG
872
Cornerstone Planning Group
New Jersey
$4.77K
GWM
873
Geneos Wealth Management
Colorado
$4.43K
YP
874
YANKCOM Partnership
South Dakota
$4.43K
AWM
875
Abound Wealth Management
Tennessee
$4.32K