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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
MG
376
Marex Group
$1.75M
FDS
377
Freedom Day Solutions
Texas
$1.75M
TRSOTSOK
378
Teachers Retirement System of the State of Kentucky
Kentucky
$1.75M
WHG
379
Westwood Holdings Group
Texas
$1.7M
AIP
380
Ameritas Investment Partners
Nebraska
$1.7M
VIA
381
Virtus Investment Advisers
Connecticut
$1.67M
ZIM
382
Zacks Investment Management
Illinois
$1.67M
HWM
383
HB Wealth Management
Georgia
$1.67M
Los Angeles Capital Management
384
Los Angeles Capital Management
California
$1.66M
MGP
385
Metis Global Partners
California
$1.65M
BJL
386
Brighton Jones LLC
Washington
$1.65M
KRS
387
Kentucky Retirement Systems
Kentucky
$1.64M
BIA
388
Benchmark Investment Advisors
Illinois
$1.62M
LCM
389
Logan Capital Management
Pennsylvania
$1.62M
HIMCH
390
Hartford Investment Management Co (HIMCO)
Connecticut
$1.62M
NWMG
391
Nicholson Wealth Management Group
South Carolina
$1.61M
ICP
392
Ironvine Capital Partners
Nebraska
$1.61M
G
393
GenTrust
Florida
$1.59M
OAM
394
Oppenheimer Asset Management
New York
$1.59M
MFS
395
Mirabella Financial Services
United Kingdom
$1.58M
Balyasny Asset Management
396
Balyasny Asset Management
Illinois
$1.56M
EWM
397
Evermay Wealth Management
Virginia
$1.55M
IC
398
IEQ Capital
California
$1.54M
KeyBank National Association
399
KeyBank National Association
Ohio
$1.49M
Man Group
400
Man Group
United Kingdom
$1.47M