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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
WCM
426
Wedge Capital Management
North Carolina
$1.12M
YIH
427
Y-Intercept (HK)
Hong Kong
$1.11M
MWM
428
Maridea Wealth Management
New York
$1.1M
CP
429
CenterBook Partners
Connecticut
$1.1M
CIA
430
Compass Ion Advisors
Pennsylvania
$1.09M
Wealthfront Advisers
431
Wealthfront Advisers
California
$1.09M
Robeco Institutional Asset Management
432
Robeco Institutional Asset Management
Netherlands
$1.09M
EOJOAM
433
E. Ohman J:or Asset Management
Sweden
$1.09M
CIA
434
Concurrent Investment Advisors
Florida
$1.08M
PCM
435
Polymer Capital Management
New York
$1.06M
IWC
436
Integrated Wealth Concepts
Massachusetts
$1.06M
TCM
437
Tributary Capital Management
Nebraska
$1.05M
OAM
438
Occidental Asset Management
California
$1.04M
PS
439
Principal Securities
Iowa
$1.04M
BAAM
440
Baker Avenue Asset Management
California
$1.04M
ECM
441
Everence Capital Management
Indiana
$1.04M
SFA
442
Sequoia Financial Advisors
Ohio
$1.03M
TMAM
443
Tokio Marine Asset Management
Japan
$1.02M
BMSSC
444
B. Metzler seel. Sohn & Co
Germany
$1.02M
CCM
445
Chaney Capital Management
Washington
$1.02M
AC
446
Allstate Corporation
Illinois
$1.02M
MFG
447
Monte Financial Group
Connecticut
$1.01M
GC
448
Gilbert & Cook
Iowa
$1.01M
PP
449
Prudential plc
United Kingdom
$995K
GSCM
450
Greenfield Seitz Capital Management
Texas
$994K