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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
BFS
901
Bare Financial Services
Pennsylvania
$887
WCM
902
WealthTrak Capital Management
Virginia
$887
SL
903
Salomon & Ludwin
Virginia
$862
ACA
904
American Capital Advisory
Idaho
$777
PWA
905
Physician Wealth Advisors
Utah
$666
WA
906
WestEnd Advisors
North Carolina
$665
PWM
907
Parkworth Wealth Management
California
$665
RWM
908
Rialto Wealth Management
New York
$555
QWM
909
Quaker Wealth Management
New Jersey
$555
DF
910
DecisionPoint Financial
Arizona
$436
RS
911
Rakuten Securities
Japan
$111
BCWM
912
Bartlett & Co Wealth Management
Ohio
$111
YDMI
913
Y.D. More Investments
Israel
$70
First Eagle Investment Management
914
First Eagle Investment Management
New York
ZIG
915
Zurich Insurance Group
Switzerland
Jacobs Levy Equity Management
916
Jacobs Levy Equity Management
New Jersey
Lord, Abbett & Co
917
Lord, Abbett & Co
New Jersey
CCIA
918
Campbell & Co Investment Adviser
Maryland
CF
919
Corebridge Financial
Texas
HWM
920
Heirloom Wealth Management
Colorado
Acadian Asset Management
921
Acadian Asset Management
Massachusetts
SM
922
Sciencast Management
New Jersey
CIBC World Market
923
CIBC World Market
Ontario, Canada
SW
924
SteelPeak Wealth
California
PI
925
PGGM Investments
Netherlands