BRO icon

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
GT
401
Greenleaf Trust
Michigan
$1.4M
AWM
402
AE Wealth Management
Kansas
$1.34M
SAM
403
Securian Asset Management
Minnesota
$1.33M
PMWMG
404
Parr McKnight Wealth Management Group
Minnesota
$1.32M
Focus Partners Wealth
405
Focus Partners Wealth
Massachusetts
$1.31M
BPIM
406
Brant Point Investment Management
New York
$1.31M
CJ
407
Caitlin John
Michigan
$1.31M
Federated Hermes
408
Federated Hermes
Pennsylvania
$1.3M
MSRPS
409
Maryland State Retirement & Pension System
Maryland
$1.3M
IMCOOI
410
Investment Management Corp of Ontario (IMCO)
Canada
$1.3M
PI
411
PineBridge Investments
New York
$1.3M
IG
412
ING Group
Netherlands
$1.29M
SW
413
SlateStone Wealth
Florida
$1.26M
ALMGDA
414
AG2R La Mondiale Gestion d'Actifs
France
$1.22M
Envestnet Portfolio Solutions
415
Envestnet Portfolio Solutions
Illinois
$1.22M
CPA
416
Cathy Pareto & Associates
Florida
$1.2M
SEM
417
Suncoast Equity Management
Florida
$1.18M
WS
418
Wedbush Securities
California
$1.14M
BAMF
419
BI Asset Management Fondsmaeglerselskab
Denmark
$1.13M
CSI
420
Cross Staff Investments
New York
$1.13M
WCM
421
Wedge Capital Management
North Carolina
$1.12M
YIH
422
Y-Intercept (HK)
Hong Kong
$1.11M
MWM
423
Maridea Wealth Management
New York
$1.1M
CP
424
CenterBook Partners
Connecticut
$1.1M
CIA
425
Compass Ion Advisors
Pennsylvania
$1.09M