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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
RWP
526
RWA Wealth Partners
Massachusetts
$552K
OWP
527
ORG Wealth Partners
Texas
$551K
IIC
528
Integrated Investment Consultants
Michigan
$550K
SFS
529
Sowell Financial Services
Arkansas
$546K
SFG
530
SevenBridge Financial Group
Pennsylvania
$539K
A
531
Allianz
Germany
$533K
FCP
532
Fidelis Capital Partners
Florida
$531K
MSE
533
MUFG Securities EMEA
United Kingdom
$526K
CPCPP
534
Canada Post Corporation Pension Plan
Canada
$521K
MA
535
Mutual Advisors
Nebraska
$520K
NLP
536
Next Level Private
New York
$513K
MFA
537
Mayflower Financial Advisors
Massachusetts
$510K
ECM
538
Element Capital Management
New York
$504K
CB
539
Centennial Bank
Arkansas
$499K
APWM
540
Argonautica Private Wealth Management
Massachusetts
$491K
AO
541
Advisor OS
Illinois
$490K
MA
542
MJP Associates
Connecticut
$489K
HCM
543
Howland Capital Management
Massachusetts
$487K
VI
544
Vestcor Inc
New Brunswick, Canada
$486K
HNB
545
Huntington National Bank
Ohio
$483K
GWP
546
Gen-Wealth Partners
Michigan
$478K
LCWP
547
Legacy Capital Wealth Partners
Arkansas
$476K
PFM
548
Phillips Financial Management
Indiana
$475K
IMRF
549
Illinois Municipal Retirement Fund
Illinois
$470K
VWM
550
Venturi Wealth Management
Texas
$470K