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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
VCA
576
Verdence Capital Advisors
Maryland
$382K
WTB
577
Washington Trust Bank
Washington
$382K
MAS
578
Meeder Advisory Services
Ohio
$379K
NP
579
NorthRock Partners
Minnesota
$371K
FFP
580
FourThought Financial Partners
Florida
$367K
TSWM
581
Triangle Securities Wealth Management
North Carolina
$363K
KF
582
Krilogy Financial
Missouri
$359K
ST
583
Somerset Trust
Pennsylvania
$358K
RWA
584
River Wealth Advisors
Pennsylvania
$358K
PGCM
585
Prescott Group Capital Management
Oklahoma
$353K
GKFF
586
George Kaiser Family Foundation
Oklahoma
$353K
AIA
587
AssuredPartners Investment Advisors
Florida
$353K
CSPIA
588
Cary Street Partners Investment Advisory
Virginia
$345K
PCA
589
Pallas Capital Advisors
Massachusetts
$345K
KWM
590
Kingsview Wealth Management
Oregon
$343K
BP
591
Ballentine Partners
Massachusetts
$343K
UW
592
Unique Wealth
Florida
$339K
JTWM
593
Jackson Thornton Wealth Management
Alabama
$337K
EH
594
Equitable Holdings
New York
$335K
WHCI
595
W.H. Cornerstone Investments
Massachusetts
$334K
GVAG
596
Great Valley Advisor Group
Delaware
$334K
CG
597
Cynosure Group
Utah
$334K
SAM
598
Strategy Asset Managers
California
$333K
HAG
599
HighPoint Advisor Group
Illinois
$333K
AG
600
Ascent Group
Virginia
$331K