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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
GSEP
526
Golden State Equity Partners
California
$576K
SIM
527
Studio Investment Management
Illinois
$575K
RCM
528
Radnor Capital Management
Pennsylvania
$568K
ATPW
529
Ashton Thomas Private Wealth
Arizona
$564K
QCG
530
Quadrant Capital Group
Ohio
$561K
GXJ
531
Global X Japan
Japan
$560K
SS
532
Sunbelt Securities
Texas
$558K
SBFM
533
S-Bank Fund Management
Finland
$555K
RWP
534
RWA Wealth Partners
Massachusetts
$552K
OWP
535
ORG Wealth Partners
Texas
$551K
IIC
536
Integrated Investment Consultants
Michigan
$550K
SFS
537
Sowell Financial Services
Arkansas
$546K
SFG
538
SevenBridge Financial Group
Pennsylvania
$539K
A
539
Allianz
Germany
$533K
FCP
540
Fidelis Capital Partners
Florida
$531K
BCM
541
Boreal Capital Management
Florida
$530K
MSE
542
MUFG Securities EMEA
United Kingdom
$526K
CPCPP
543
Canada Post Corporation Pension Plan
Canada
$521K
MA
544
Mutual Advisors
Nebraska
$520K
NLP
545
Next Level Private
New York
$513K
MFA
546
Mayflower Financial Advisors
Massachusetts
$510K
ECM
547
Element Capital Management
New York
$504K
CB
548
Centennial Bank
Arkansas
$499K
APWM
549
Argonautica Private Wealth Management
Massachusetts
$491K
AO
550
Advisor OS
Illinois
$490K