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
I
326
INVST
Indiana
$2.44M
DGM
327
Delta Global Management
New York
$2.44M
Janus Henderson Group
328
Janus Henderson Group
United Kingdom
$2.4M
DKCM
329
Davidson Kahn Capital Management
California
$2.39M
WAP
330
Wealthcare Advisory Partners
Pennsylvania
$2.39M
SC
331
Savant Capital
Illinois
$2.32M
DFCM
332
Dark Forest Capital Management
Puerto Rico
$2.32M
Pathstone Holdings
333
Pathstone Holdings
New Jersey
$2.31M
PAM
334
Peninsula Asset Management
Florida
$2.31M
EI
335
Ethic Inc
New York
$2.31M
CIS
336
Capital International Sarl
California
$2.28M
LOAMU
337
Lombard Odier Asset Management (USA)
New York
$2.27M
TC
338
TwinBeech Capital
New York
$2.27M
HA
339
Harbor Advisors
Florida
$2.25M
SIC
340
Salem Investment Counselors
North Carolina
$2.25M
William Blair & Company
341
William Blair & Company
Illinois
$2.25M
Rockefeller Capital Management
342
Rockefeller Capital Management
New York
$2.23M
TI
343
Tidal Investments
Wisconsin
$2.22M
CWG
344
C WorldWide Group
Denmark
$2.22M
Pacer Advisors
345
Pacer Advisors
Pennsylvania
$2.21M
AIM
346
Achmea Investment Management
Netherlands
$2.2M
DADC
347
D.A. Davidson & Co
Montana
$2.16M
Bessemer Group
348
Bessemer Group
New Jersey
$2.16M
HW
349
Hancock Whitney
Mississippi
$2.14M
Schroder Investment Management Group
350
Schroder Investment Management Group
United Kingdom
$2.14M