BRO icon

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
CFGS
951
Concourse Financial Group Securities
Alabama
AWM
952
Avior Wealth Management
Nebraska
OC
953
Oarsman Capital
Wisconsin
CIAM
954
Caitong International Asset Management
Hong Kong
RS
955
R Squared
Hong Kong
KBFS
956
Kohmann Bosshard Financial Services
Ohio
DAM
957
Delta Asset Management
Tennessee
QL
958
Quarry LP
New York
LFA
959
LGT Financial Advisors
Texas
FLP
960
Financial Life Planners
Arizona
CJL
961
Cyrus J. Lawrence
New York
CJ
962
Caitlin John
Michigan
MA
963
Modus Advisors
Minnesota
BWL
964
Bogart Wealth LLC
Virginia
CWP
965
Concord Wealth Partners
Virginia
CMBA
966
C.M. Bidwell & Associates
Hawaii
RCM
967
Raleigh Capital Management
North Carolina
IHWM
968
Iron Horse Wealth Management
Iowa
FWM
969
FLP Wealth Management
Arkansas
BCMLT
970
Beacon Capital Management LLC (Tennessee)
Tennessee
FG
971
Fairman Group
Pennsylvania
RTC
972
Riverview Trust Company
Washington
OSNBOA
973
Old Second National Bank of Aurora
Illinois
AFS
974
Anderson Financial Strategies
Ohio
LOIP
975
Live Oak Investment Partners
Texas