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
RWM
676
Ritholtz Wealth Management
New York
$216K
MSAM
677
Moloney Securities Asset Management
Missouri
$215K
TFA
678
Trinity Financial Advisors
Ohio
$214K
TWM
679
Tradition Wealth Management
Minnesota
$209K
EDRH
680
Edmond de Rothschild Holding
Switzerland
$208K
TPCW
681
TD Private Client Wealth
New York
$208K
CA
682
Commerzbank Aktiengesellschaft
Germany
$208K
KCPG
683
Kavar Capital Partners Group
Kansas
$205K
MAM
684
Milestone Asset Management
Pennsylvania
$201K
RFG
685
RFP Financial Group
Georgia
$201K
BRWA
686
B. Riley Wealth Advisors
Florida
$201K
LFA
687
Legacy Financial Advisors
Kentucky
$201K
GRP
688
Global Retirement Partners
California
$197K
WANY
689
Wealthspire Advisors (New York)
New York
$197K
PA
690
Parallel Advisors
California
$195K
QL
691
Quarry LP
New York
$192K
OP
692
ORG Partners
Indiana
$192K
S
693
SignatureFD
Georgia
$185K
JFGIW
694
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K
ST
695
Smithfield Trust
Pennsylvania
$175K
LS
696
Livforsakringsbolaget Skandia
Sweden
$169K
SC
697
Steph & Co
Wisconsin
$165K
RIL
698
Rothschild Investment LLC
Illinois
$162K
SWP
699
Strategic Wealth Partners
Ohio
$139K
SAM
700
Shell Asset Management
Netherlands
$136K