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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
NB
401
Norinchukin Bank
Japan
$1.43M
CFO
402
Callan Family Office
Pennsylvania
$1.42M
CIA
403
Capital Investment Advisors
Georgia
$1.42M
CL
404
Choreo LLC
Illinois
$1.41M
GT
405
Greenleaf Trust
Michigan
$1.4M
AWM
406
AE Wealth Management
Kansas
$1.34M
SAM
407
Securian Asset Management
Minnesota
$1.33M
PMWMG
408
Parr McKnight Wealth Management Group
Minnesota
$1.32M
Focus Partners Wealth
409
Focus Partners Wealth
Massachusetts
$1.31M
BPIM
410
Brant Point Investment Management
New York
$1.31M
CJ
411
Caitlin John
Michigan
$1.31M
Federated Hermes
412
Federated Hermes
Pennsylvania
$1.3M
MSRPS
413
Maryland State Retirement & Pension System
Maryland
$1.3M
IMCOOI
414
Investment Management Corp of Ontario (IMCO)
Canada
$1.3M
PI
415
PineBridge Investments
New York
$1.3M
IG
416
ING Group
Netherlands
$1.29M
SW
417
SlateStone Wealth
Florida
$1.26M
ALMGDA
418
AG2R La Mondiale Gestion d'Actifs
France
$1.22M
Envestnet Portfolio Solutions
419
Envestnet Portfolio Solutions
Illinois
$1.22M
CPA
420
Cathy Pareto & Associates
Florida
$1.2M
NMERB
421
New Mexico Educational Retirement Board
New Mexico
$1.19M
SEM
422
Suncoast Equity Management
Florida
$1.18M
WS
423
Wedbush Securities
California
$1.14M
BAMF
424
BI Asset Management Fondsmaeglerselskab
Denmark
$1.13M
CSI
425
Cross Staff Investments
New York
$1.13M