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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
Janus Henderson Group
326
Janus Henderson Group
United Kingdom
$2.4M
DKCM
327
Davidson Kahn Capital Management
California
$2.39M
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$2.39M
DFCM
329
Dark Forest Capital Management
Puerto Rico
$2.32M
Pathstone Holdings
330
Pathstone Holdings
New Jersey
$2.31M
PAM
331
Peninsula Asset Management
Florida
$2.31M
EI
332
Ethic Inc
New York
$2.31M
CIS
333
Capital International Sarl
California
$2.28M
LOAMU
334
Lombard Odier Asset Management (USA)
New York
$2.27M
TC
335
TwinBeech Capital
New York
$2.27M
HA
336
Harbor Advisors
Florida
$2.25M
SIC
337
Salem Investment Counselors
North Carolina
$2.25M
William Blair & Company
338
William Blair & Company
Illinois
$2.25M
Rockefeller Capital Management
339
Rockefeller Capital Management
New York
$2.23M
TI
340
Tidal Investments
Wisconsin
$2.22M
CWG
341
C WorldWide Group
Denmark
$2.22M
Pacer Advisors
342
Pacer Advisors
Pennsylvania
$2.21M
AIM
343
Achmea Investment Management
Netherlands
$2.2M
DADC
344
D.A. Davidson & Co
Montana
$2.16M
Bessemer Group
345
Bessemer Group
New Jersey
$2.16M
HW
346
Hancock Whitney
Mississippi
$2.14M
Schroder Investment Management Group
347
Schroder Investment Management Group
United Kingdom
$2.14M
Two Sigma Investments
348
Two Sigma Investments
New York
$2.13M
QCM
349
QRG Capital Management
Illinois
$2.13M
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$2.12M