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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
GWP
551
Gen-Wealth Partners
Michigan
$478K
LCWP
552
Legacy Capital Wealth Partners
Arkansas
$476K
PFM
553
Phillips Financial Management
Indiana
$475K
IMRF
554
Illinois Municipal Retirement Fund
Illinois
$470K
VWM
555
Venturi Wealth Management
Texas
$470K
PWG
556
Portside Wealth Group
Utah
$462K
KA
557
Klingman & Associates
New York
$446K
FFM
558
Forum Financial Management
Illinois
$443K
TCA
559
Transcend Capital Advisors
New Jersey
$439K
ANBOT
560
American National Bank of Texas
Texas
$436K
MP
561
Moment Partners
California
$434K
RWM
562
Revisor Wealth Management
Ohio
$434K
FPCG
563
Forum Private Client Group
Indiana
$431K
PAG
564
Private Advisor Group
New Jersey
$430K
GWM
565
Gibbs Wealth Management
Georgia
$430K
GIA
566
Gateway Investment Advisers
Ohio
$416K
CW
567
CreativeOne Wealth
Kansas
$410K
TPI
568
Trust Point Inc
Wisconsin
$410K
PWP
569
Phillips Wealth Planners
Mississippi
$408K
AA
570
Apriem Advisors
California
$408K
TE
571
Tema ETFs
New York
$403K
DILIC
572
Dai-ichi Life Insurance Company
Japan
$399K
LNWWM
573
Laird Norton Wetherby Wealth Management
California
$393K
PA
574
Profund Advisors
Maryland
$392K
AV
575
ASR Vermogensbeheer
Netherlands
$391K