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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
CGL
651
Clarius Group LLC
Washington
$244K
FAFN
652
First Affirmative Financial Network
Colorado
$244K
CRC
653
Curi RMB Capital
Illinois
$243K
PWM
654
Perigon Wealth Management
California
$241K
WAG
655
Wallace Advisory Group
California
$240K
MCM
656
MAI Capital Management
Ohio
$238K
AWM
657
Apollon Wealth Management
South Carolina
$237K
MGIA
658
Moneta Group Investment Advisors
Missouri
$237K
EWA
659
EverSource Wealth Advisors
Alabama
$235K
MG
660
Mather Group
Illinois
$235K
FB
661
Fulton Bank
Pennsylvania
$231K
CA
662
Callahan Advisors
Texas
$231K
PFM
663
Patton Fund Management
Texas
$231K
ATC
664
Argent Trust Co
Tennessee
$228K
FW
665
FullCircle Wealth
Texas
$227K
CA
666
CoreCap Advisors
Michigan
$226K
LFAS
667
Level Four Advisory Services
Texas
$224K
CP
668
Covenant Partners
Tennessee
$224K
MCA
669
MSH Capital Advisors
Arizona
$223K
TIA
670
Tiemann Investment Advisors
California
$223K
MAWA
671
Moss Adams Wealth Advisors
Washington
$221K
AWM
672
Angeles Wealth Management
California
$220K
EPIMS
673
Evelyn Partners Investment Management Services
$218K
NS
674
NBC Securities
Alabama
$218K
WPC
675
Wedmont Private Capital
Pennsylvania
$216K