BRO icon

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
BCI
626
Brinker Capital Investments
Pennsylvania
$280K
SAI
627
Savvy Advisors Inc
New York
$280K
KCM
628
Kathmere Capital Management
Pennsylvania
$279K
CAMG
629
CWA Asset Management Group
Florida
$277K
FRA
630
Frank Rimerman Advisors
California
$275K
VT
631
Vise Technologies
New York
$275K
OA
632
Operose Advisors
Wisconsin
$272K
NAM
633
NorthCrest Asset Manangement
Minnesota
$272K
CFG
634
Citizens Financial Group
Rhode Island
$270K
MWM
635
Mattern Wealth Management
Kansas
$270K
PA
636
Procyon Advisors
Connecticut
$263K
FPAS
637
Focus Partners Advisor Solutions
Missouri
$262K
CI
638
Cigna Investments
Connecticut
$262K
IB
639
Intrust Bank
Kansas
$258K
KFS
640
Kurt F. Somerville
$258K
MMA
641
Mizuho Markets Americas
New York
$257K
WA
642
Waddell & Associates
Tennessee
$257K
TAM
643
Trust Asset Management
Texas
$256K
MBTD
644
Mechanics Bank - Trust Department
California
$255K
EL
645
EWA LLC
Pennsylvania
$251K
CIS
646
Custom Index Systems
New York
$250K
QIM
647
Quantitative Investment Management
Virginia
$249K
WWC
648
Waypoint Wealth Counsel
Georgia
$246K
DWA
649
Douglass Winthrop Advisors
New York
$244K
AWAU
650
Alliance Wealth Advisors (Utah)
Utah
$244K