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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
CWP
401
Cyndeo Wealth Partners
Florida
$1.46M
LSERS
402
Louisiana State Employees Retirement System
Louisiana
$1.44M
GIBU
403
Gulf International Bank (UK)
United Kingdom
$1.44M
NB
404
Norinchukin Bank
Japan
$1.43M
CFO
405
Callan Family Office
Pennsylvania
$1.42M
CIA
406
Capital Investment Advisors
Georgia
$1.42M
CL
407
Choreo LLC
Illinois
$1.41M
GT
408
Greenleaf Trust
Michigan
$1.4M
AWM
409
AE Wealth Management
Kansas
$1.34M
SAM
410
Securian Asset Management
Minnesota
$1.33M
PMWMG
411
Parr McKnight Wealth Management Group
Minnesota
$1.32M
Focus Partners Wealth
412
Focus Partners Wealth
Massachusetts
$1.31M
BPIM
413
Brant Point Investment Management
New York
$1.31M
CJ
414
Caitlin John
Michigan
$1.31M
Federated Hermes
415
Federated Hermes
Pennsylvania
$1.3M
MSRPS
416
Maryland State Retirement & Pension System
Maryland
$1.3M
IMCOOI
417
Investment Management Corp of Ontario (IMCO)
Canada
$1.3M
PI
418
PineBridge Investments
New York
$1.3M
IG
419
ING Group
Netherlands
$1.29M
SW
420
SlateStone Wealth
Florida
$1.26M
ALMGDA
421
AG2R La Mondiale Gestion d'Actifs
France
$1.22M
Envestnet Portfolio Solutions
422
Envestnet Portfolio Solutions
Illinois
$1.22M
CPA
423
Cathy Pareto & Associates
Florida
$1.2M
NMERB
424
New Mexico Educational Retirement Board
New Mexico
$1.19M
SEM
425
Suncoast Equity Management
Florida
$1.18M