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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
ATC
676
Argent Trust Co
Tennessee
$228K
FW
677
FullCircle Wealth
Texas
$227K
CA
678
CoreCap Advisors
Michigan
$226K
LFAS
679
Level Four Advisory Services
Texas
$224K
CP
680
Covenant Partners
Tennessee
$224K
MCA
681
MSH Capital Advisors
Arizona
$223K
TIA
682
Tiemann Investment Advisors
California
$223K
MAWA
683
Moss Adams Wealth Advisors
Washington
$221K
AWM
684
Angeles Wealth Management
California
$220K
EPIMS
685
Evelyn Partners Investment Management Services
$218K
NS
686
NBC Securities
Alabama
$218K
WPC
687
Wedmont Private Capital
Pennsylvania
$216K
RWM
688
Ritholtz Wealth Management
New York
$216K
MSAM
689
Moloney Securities Asset Management
Missouri
$215K
TFA
690
Trinity Financial Advisors
Ohio
$214K
TWM
691
Tradition Wealth Management
Minnesota
$209K
EDRH
692
Edmond de Rothschild Holding
Switzerland
$208K
TPCW
693
TD Private Client Wealth
New York
$208K
CA
694
Commerzbank Aktiengesellschaft
Germany
$208K
KP
695
Keel Point
Alabama
$207K
KCPG
696
Kavar Capital Partners Group
Kansas
$205K
MAM
697
Milestone Asset Management
Pennsylvania
$201K
RFG
698
RFP Financial Group
Georgia
$201K
BRWA
699
B. Riley Wealth Advisors
Florida
$201K
LFA
700
Legacy Financial Advisors
Kentucky
$201K