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Brown & Brown

875 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, 387 increasing their positions, 284 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 (-$4.93B)

36% less funds holding in top 10

Funds holding in top 10: 2818 (-10)

Holders
875
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
MWM
426
Maridea Wealth Management
New York
$1.1M
CP
427
CenterBook Partners
Connecticut
$1.1M
CIA
428
Compass Ion Advisors
Pennsylvania
$1.09M
Wealthfront Advisers
429
Wealthfront Advisers
California
$1.09M
Robeco Institutional Asset Management
430
Robeco Institutional Asset Management
Netherlands
$1.09M
EOJOAM
431
E. Ohman J:or Asset Management
Sweden
$1.09M
CIA
432
Concurrent Investment Advisors
Florida
$1.08M
PCM
433
Polymer Capital Management
New York
$1.06M
IWC
434
Integrated Wealth Concepts
Massachusetts
$1.06M
TCM
435
Tributary Capital Management
Nebraska
$1.05M
OAM
436
Occidental Asset Management
California
$1.04M
PS
437
Principal Securities
Iowa
$1.04M
BAAM
438
Baker Avenue Asset Management
California
$1.04M
ECM
439
Everence Capital Management
Indiana
$1.04M
SFA
440
Sequoia Financial Advisors
Ohio
$1.03M
TMAM
441
Tokio Marine Asset Management
Japan
$1.02M
BMSSC
442
B. Metzler seel. Sohn & Co
Germany
$1.02M
CCM
443
Chaney Capital Management
Washington
$1.02M
AC
444
Allstate Corporation
Illinois
$1.02M
MFG
445
Monte Financial Group
Connecticut
$1.01M
GC
446
Gilbert & Cook
Iowa
$1.01M
PP
447
Prudential plc
United Kingdom
$995K
GSCML
448
Greenfield Seitz Capital Management, LLC
Texas
$994K
EGM
449
Engineers Gate Manager
New York
$991K
CS
450
Cannell & Spears
New York
$989K