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Brown & Brown

871 hedge funds and large institutions have $24.5B invested in Brown & Brown in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 385 increasing their positions, 282 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

16% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 120

17% less capital invested

Capital invested by funds: $29.4B → $24.5B (-$4.94B)

39% less funds holding in top 10

Funds holding in top 10: 2817 (-11)

Holders
871
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.2M
Puts
$6.37M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
276
Wealth Enhancement Advisory Services
Minnesota
$3.52M
MJRIC
277
Mogy Joel R Investment Counsel
California
$3.44M
WP
278
WealthPLAN Partners
Nebraska
$3.43M
FNA
279
First National Advisers
Nebraska
$3.39M
LFS
280
Legacy Financial Strategies
Kansas
$3.37M
IF
281
Integrity Financial
Wyoming
$3.36M
AG
282
AmeriFlex Group
Nevada
$3.3M
UM
283
UniSuper Management
Australia
$3.24M
DC
284
Davenport & Co
Virginia
$3.2M
AM
285
AGF Management
Ontario, Canada
$3.16M
IAA
286
Independent Advisor Alliance
North Carolina
$3.16M
OPERF
287
Oregon Public Employees Retirement Fund
Oregon
$3.15M
Mercer Global Advisors
288
Mercer Global Advisors
Colorado
$3.11M
Thrivent Financial for Lutherans
289
Thrivent Financial for Lutherans
Minnesota
$3.09M
SF
290
Summit Financial
New Jersey
$3.06M
SOADOR
291
State of Alaska Department of Revenue
Alaska
$2.93M
AIM
292
AXA Investment Managers
France
$2.93M
USCWA
293
U.S. Capital Wealth Advisors
Texas
$2.92M
Bank Julius Baer & Co
294
Bank Julius Baer & Co
Switzerland
$2.91M
FA
295
Faithward Advisors
Pennsylvania
$2.91M
EF
296
Empowered Funds
Pennsylvania
$2.88M
SC
297
Savant Capital
Illinois
$2.87M
WCM Investment Management
298
WCM Investment Management
California
$2.86M
HighTower Advisors
299
HighTower Advisors
Illinois
$2.85M
RC
300
Roundview Capital
New Jersey
$2.84M