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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
CPG
876
Cornerstone Planning Group
New Jersey
$4.77K
GWM
877
Geneos Wealth Management
Colorado
$4.43K
YP
878
YANKCOM Partnership
South Dakota
$4.43K
AWM
879
Abound Wealth Management
Tennessee
$4.32K
DPW
880
DiNuzzo Private Wealth
Pennsylvania
$4.32K
S
881
Sachetta
Massachusetts
$4.21K
AUB
882
Atlantic Union Bankshares
Virginia
$4.21K
TIM
883
Tortoise Investment Management
New York
$3.88K
CFO
884
CVA Family Office
Colorado
$3.77K
PGAM
885
Princeton Global Asset Management
New Jersey
$3.1K
SN
886
Sittner & Nelson
Oregon
$2.77K
LI
887
LRI Investments
Florida
$2.61K
FCAS
888
First Command Advisory Services
Texas
$2.55K
DFA
889
DHJJ Financial Advisors
Illinois
$2.22K
BIA
890
Bell Investment Advisors
California
$2.22K
FUBT
891
First United Bank & Trust
Maryland
$2.11K
DF
892
Dunhill Financial
United Kingdom
$1.91K
SIC
893
SJS Investment Consulting
Ohio
$1.89K
CWM
894
Crowley Wealth Management
Delaware
$1.89K
DIP
895
DT Investment Partners
Pennsylvania
$1.66K
FMP
896
Financial Management Professionals
Texas
$1.55K
TWD
897
True Wealth Design
Ohio
$1.44K
KG
898
Kilter Group
New York
$1.44K
BHWM
899
Bay Harbor Wealth Management
Maryland
$1.44K
HFS
900
Horizon Financial Services
North Carolina
$1.33K