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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
WHG
376
Westwood Holdings Group
Texas
$1.7M
AIP
377
Ameritas Investment Partners
Nebraska
$1.7M
VIA
378
Virtus Investment Advisers
Connecticut
$1.67M
ZIM
379
Zacks Investment Management
Illinois
$1.67M
HWM
380
HB Wealth Management
Georgia
$1.67M
Los Angeles Capital Management
381
Los Angeles Capital Management
California
$1.66M
MGP
382
Metis Global Partners
California
$1.65M
BJL
383
Brighton Jones LLC
Washington
$1.65M
KRS
384
Kentucky Retirement Systems
Kentucky
$1.64M
BIA
385
Benchmark Investment Advisors
Illinois
$1.62M
LCM
386
Logan Capital Management
Pennsylvania
$1.62M
HIMCH
387
Hartford Investment Management Co (HIMCO)
Connecticut
$1.62M
NWMG
388
Nicholson Wealth Management Group
South Carolina
$1.61M
ICP
389
Ironvine Capital Partners
Nebraska
$1.61M
G
390
GenTrust
Florida
$1.59M
OAM
391
Oppenheimer Asset Management
New York
$1.59M
MFS
392
Mirabella Financial Services
United Kingdom
$1.58M
Balyasny Asset Management
393
Balyasny Asset Management
Illinois
$1.56M
EWM
394
Evermay Wealth Management
Virginia
$1.55M
IC
395
IEQ Capital
California
$1.54M
KeyBank National Association
396
KeyBank National Association
Ohio
$1.49M
Man Group
397
Man Group
United Kingdom
$1.47M
CWP
398
Cyndeo Wealth Partners
Florida
$1.46M
LSERS
399
Louisiana State Employees Retirement System
Louisiana
$1.44M
GIBU
400
Gulf International Bank (UK)
United Kingdom
$1.44M