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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
MA
551
MJP Associates
Connecticut
$489K
HCM
552
Howland Capital Management
Massachusetts
$487K
VI
553
Vestcor Inc
New Brunswick, Canada
$486K
HNB
554
Huntington National Bank
Ohio
$483K
GWP
555
Gen-Wealth Partners
Michigan
$478K
LCWP
556
Legacy Capital Wealth Partners
Arkansas
$476K
PFM
557
Phillips Financial Management
Indiana
$475K
IMRF
558
Illinois Municipal Retirement Fund
Illinois
$470K
VWM
559
Venturi Wealth Management
Texas
$470K
PWG
560
Portside Wealth Group
Utah
$462K
PVI
561
Pine Valley Investments
New Jersey
$451K
KA
562
Klingman & Associates
New York
$446K
FFM
563
Forum Financial Management
Illinois
$443K
TCA
564
Transcend Capital Advisors
New Jersey
$439K
ANBOT
565
American National Bank of Texas
Texas
$436K
MP
566
Moment Partners
California
$434K
RWM
567
Revisor Wealth Management
Ohio
$434K
FPCG
568
Forum Private Client Group
Indiana
$431K
PAG
569
Private Advisor Group
New Jersey
$430K
GWM
570
Gibbs Wealth Management
Georgia
$430K
GIA
571
Gateway Investment Advisers
Ohio
$416K
CW
572
CreativeOne Wealth
Kansas
$410K
TPI
573
Trust Point Inc
Wisconsin
$410K
PWP
574
Phillips Wealth Planners
Mississippi
$408K
AA
575
Apriem Advisors
California
$408K