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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
HWM
376
HB Wealth Management
Georgia
$1.67M
Los Angeles Capital Management
377
Los Angeles Capital Management
California
$1.66M
MGP
378
Metis Global Partners
California
$1.65M
BJL
379
Brighton Jones LLC
Washington
$1.65M
KRS
380
Kentucky Retirement Systems
Kentucky
$1.64M
BIA
381
Benchmark Investment Advisors
Illinois
$1.62M
LCM
382
Logan Capital Management
Pennsylvania
$1.62M
HIMCH
383
Hartford Investment Management Co (HIMCO)
Connecticut
$1.62M
NWMG
384
Nicholson Wealth Management Group
South Carolina
$1.61M
ICP
385
Ironvine Capital Partners
Nebraska
$1.61M
G
386
GenTrust
Florida
$1.59M
OAM
387
Oppenheimer Asset Management
New York
$1.59M
MFS
388
Mirabella Financial Services
United Kingdom
$1.58M
Balyasny Asset Management
389
Balyasny Asset Management
Illinois
$1.56M
EWM
390
Evermay Wealth Management
Virginia
$1.55M
IC
391
IEQ Capital
California
$1.54M
KeyBank National Association
392
KeyBank National Association
Ohio
$1.49M
Man Group
393
Man Group
United Kingdom
$1.47M
CWP
394
Cyndeo Wealth Partners
Florida
$1.46M
LSERS
395
Louisiana State Employees Retirement System
Louisiana
$1.44M
GIBU
396
Gulf International Bank (UK)
United Kingdom
$1.44M
NB
397
Norinchukin Bank
Japan
$1.43M
CFO
398
Callan Family Office
Pennsylvania
$1.42M
CIA
399
Capital Investment Advisors
Georgia
$1.42M
CL
400
Choreo LLC
Illinois
$1.41M