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Brown & Brown

875 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, 387 increasing their positions, 284 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 (-$4.93B)

36% less funds holding in top 10

Funds holding in top 10: 2818 (-10)

Holders
875
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
RC
301
Roundview Capital
New Jersey
$2.84M
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$2.84M
PIM
303
Penobscot Investment Management
Massachusetts
$2.8M
PAM
304
Panagora Asset Management
Massachusetts
$2.78M
EFP
305
Elser Financial Planning
Indiana
$2.76M
CCM
306
Coldstream Capital Management
Washington
$2.74M
MML Investors Services
307
MML Investors Services
Massachusetts
$2.74M
TAF
308
Tredje AP-fonden
Sweden
$2.71M
CL
309
CIM LLC
New York
$2.7M
CIC
310
Crawford Investment Counsel
Georgia
$2.68M
Susquehanna International Group
311
Susquehanna International Group
Pennsylvania
$2.68M
FC
312
FORA Capital
Florida
$2.67M
Mackenzie Financial
313
Mackenzie Financial
Ontario, Canada
$2.65M
SPIA
314
Steward Partners Investment Advisory
New York
$2.65M
VPIM
315
Vanguard Personalized Indexing Management
California
$2.59M
AI
316
Atria Investments
North Carolina
$2.59M
MCM
317
Mitchell Capital Management
Kansas
$2.59M
NAAA
318
New Age Alpha Advisors
New York
$2.55M
ASN
319
Advisory Services Network
Georgia
$2.54M
OTL
320
Oak Thistle LLC
New York
$2.5M
IIC
321
Ironwood Investment Counsel
Arizona
$2.48M
NIM
322
NEOS Investment Management
Connecticut
$2.46M
Mirae Asset Global ETFs Holdings
323
Mirae Asset Global ETFs Holdings
Hong Kong
$2.45M
DGM
324
Delta Global Management
New York
$2.44M
Janus Henderson Group
325
Janus Henderson Group
United Kingdom
$2.4M