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Brown & Brown

879 hedge funds and large institutions have $24.5B invested in Brown & Brown in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 389 increasing their positions, 285 reducing their positions, and 121 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: 102 | Existing positions closed: 121

17% less capital invested

Capital invested by funds: $29.5B → $24.5B (-$4.96B)

36% less funds holding in top 10

Funds holding in top 10: 2818 (-10)

Holders
879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
BCM
276
Brookstone Capital Management
Illinois
$3.6M
SAA
277
Southeast Asset Advisors
Georgia
$3.54M
Wealth Enhancement Advisory Services
278
Wealth Enhancement Advisory Services
Minnesota
$3.52M
MJRIC
279
Mogy Joel R Investment Counsel
California
$3.44M
WP
280
WealthPLAN Partners
Nebraska
$3.43M
FNA
281
First National Advisers
Nebraska
$3.39M
LFS
282
Legacy Financial Strategies
Kansas
$3.37M
IF
283
Integrity Financial
Wyoming
$3.36M
AG
284
AmeriFlex Group
Nevada
$3.3M
UM
285
UniSuper Management
Australia
$3.24M
DC
286
Davenport & Co
Virginia
$3.2M
AM
287
AGF Management
Ontario, Canada
$3.16M
IAA
288
Independent Advisor Alliance
North Carolina
$3.16M
OPERF
289
Oregon Public Employees Retirement Fund
Oregon
$3.15M
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$3.11M
Thrivent Financial for Lutherans
291
Thrivent Financial for Lutherans
Minnesota
$3.09M
SF
292
Summit Financial
New Jersey
$3.06M
SOADOR
293
State of Alaska Department of Revenue
Alaska
$2.93M
AIM
294
AXA Investment Managers
France
$2.93M
USCWA
295
U.S. Capital Wealth Advisors
Texas
$2.92M
Bank Julius Baer & Co
296
Bank Julius Baer & Co
Switzerland
$2.91M
FA
297
Faithward Advisors
Pennsylvania
$2.91M
EF
298
Empowered Funds
Pennsylvania
$2.88M
SC
299
Savant Capital
Illinois
$2.87M
WCM Investment Management
300
WCM Investment Management
California
$2.86M