BRO icon

Brown & Brown

889 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, 396 increasing their positions, 290 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:

17% less first-time investments, than exits

New positions opened: 101 | 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
889
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
WCM Investment Management
301
WCM Investment Management
California
$2.86M
HighTower Advisors
302
HighTower Advisors
Illinois
$2.85M
RC
303
Roundview Capital
New Jersey
$2.84M
Cambridge Investment Research Advisors
304
Cambridge Investment Research Advisors
Iowa
$2.84M
PIM
305
Penobscot Investment Management
Massachusetts
$2.8M
PAM
306
Panagora Asset Management
Massachusetts
$2.78M
EFP
307
Elser Financial Planning
Indiana
$2.76M
CCM
308
Coldstream Capital Management
Washington
$2.74M
MML Investors Services
309
MML Investors Services
Massachusetts
$2.74M
TAF
310
Tredje AP-fonden
Sweden
$2.71M
CL
311
CIM LLC
New York
$2.7M
CIC
312
Crawford Investment Counsel
Georgia
$2.68M
Susquehanna International Group
313
Susquehanna International Group
Pennsylvania
$2.68M
FC
314
FORA Capital
Florida
$2.67M
Mackenzie Financial
315
Mackenzie Financial
Ontario, Canada
$2.65M
SPIA
316
Steward Partners Investment Advisory
New York
$2.65M
VPIM
317
Vanguard Personalized Indexing Management
California
$2.59M
AI
318
Atria Investments
North Carolina
$2.59M
MCM
319
Mitchell Capital Management
Kansas
$2.59M
NAAA
320
New Age Alpha Advisors
New York
$2.55M
ASN
321
Advisory Services Network
Georgia
$2.54M
OTL
322
Oak Thistle LLC
New York
$2.5M
IIC
323
Ironwood Investment Counsel
Arizona
$2.48M
NIM
324
NEOS Investment Management
Connecticut
$2.46M
Mirae Asset Global ETFs Holdings
325
Mirae Asset Global ETFs Holdings
Hong Kong
$2.45M