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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
BP
601
Ballentine Partners
Massachusetts
$343K
UW
602
Unique Wealth
Florida
$339K
JTWM
603
Jackson Thornton Wealth Management
Alabama
$337K
EH
604
Equitable Holdings
New York
$335K
WHCI
605
W.H. Cornerstone Investments
Massachusetts
$334K
GVAG
606
Great Valley Advisor Group
Delaware
$334K
CG
607
Cynosure Group
Utah
$334K
SAM
608
Strategy Asset Managers
California
$333K
HAG
609
HighPoint Advisor Group
Illinois
$333K
AG
610
Ascent Group
Virginia
$331K
TSMHT
611
Thurston Springer Miller Herd & Titak
Indiana
$327K
RCM
612
RMR Capital Management
California
$323K
KWA
613
Kingswood Wealth Advisors
California
$313K
BTWM
614
Baker Tilly Wealth Management
Wisconsin
$312K
DTL
615
Dynamic Technology Lab
Singapore
$311K
SWP
616
Sagespring Wealth Partners
Tennessee
$311K
II
617
Inspire Investing
Idaho
$310K
BFO
618
Boston Family Office
Massachusetts
$308K
RFC
619
Regions Financial Corp
Alabama
$306K
VCM
620
Voleon Capital Management
California
$306K
AIM
621
Anchor Investment Management
South Carolina
$305K
CCA
622
Checchi Capital Advisers
California
$305K
CAI
623
Capital Advisors Inc
Oklahoma
$302K
WIA
624
World Investment Advisors
California
$301K
LWAM
625
Legacy Wealth Asset Management
Minnesota
$300K