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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
WAP
326
Wealthcare Advisory Partners
Pennsylvania
$2.39M
DFCM
327
Dark Forest Capital Management
Puerto Rico
$2.32M
Pathstone Holdings
328
Pathstone Holdings
New Jersey
$2.31M
PAM
329
Peninsula Asset Management
Florida
$2.31M
EI
330
Ethic Inc
New York
$2.31M
CIS
331
Capital International Sarl
California
$2.28M
LOAMU
332
Lombard Odier Asset Management (USA)
New York
$2.27M
TC
333
TwinBeech Capital
New York
$2.27M
HA
334
Harbor Advisors
Florida
$2.25M
SIC
335
Salem Investment Counselors
North Carolina
$2.25M
William Blair & Company
336
William Blair & Company
Illinois
$2.25M
Rockefeller Capital Management
337
Rockefeller Capital Management
New York
$2.23M
TI
338
Tidal Investments
Wisconsin
$2.22M
CWG
339
C WorldWide Group
Denmark
$2.22M
Pacer Advisors
340
Pacer Advisors
Pennsylvania
$2.21M
AIM
341
Achmea Investment Management
Netherlands
$2.2M
DADC
342
D.A. Davidson & Co
Montana
$2.16M
Bessemer Group
343
Bessemer Group
New Jersey
$2.16M
HW
344
Hancock Whitney
Mississippi
$2.14M
Schroder Investment Management Group
345
Schroder Investment Management Group
United Kingdom
$2.14M
Two Sigma Investments
346
Two Sigma Investments
New York
$2.13M
QCM
347
QRG Capital Management
Illinois
$2.13M
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$2.12M
AF
349
Avanza Fonder
Sweden
$2.08M
GIM
350
Glenmede Investment Management
Pennsylvania
$2.07M