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
TCOV
701
Trust Company of Vermont
Vermont
$131K
PCM
702
Penserra Capital Management
California
$125K
PC
703
Promus Capital
Illinois
$124K
MA
704
Montag & Associates
Georgia
$113K
PWAM
705
Private Wealth Asset Management
Iowa
$106K
FDP
706
Financiere des Professionnels
Quebec, Canada
$106K
CT
707
Caldwell Trust
Florida
$104K
SWA
708
SOA Wealth Advisors
New York
$104K
AGWCA
709
Annis Gardner Whiting Capital Advisors
Florida
$96.9K
PTC
710
Private Trust Company
Ohio
$95.1K
GEA
711
Glen Eagle Advisors
New Jersey
$93.8K
C
712
Covestor
United Kingdom
$91K
QC
713
Quent Capital
New York
$89.5K
CI Investments Inc
714
CI Investments Inc
Ontario, Canada
$88K
AssetMark Inc
715
AssetMark Inc
California
$86.6K
MPWT
716
MassMutual Private Wealth & Trust
Connecticut
$82.8K
PFBT
717
Parkside Financial Bank & Trust
Missouri
$80.8K
CCA
718
Catalyst Capital Advisors
New York
$80.1K
IRAG
719
Investment Research & Advisory Group
Georgia
$79.5K
LFG
720
Larson Financial Group
Missouri
$77.5K
FHC
721
First Horizon Corporation
Tennessee
$77K
CIAM
722
Caitong International Asset Management
Hong Kong
$76.4K
BTI
723
Blue Trust Inc
Georgia
$75.9K
OCM
724
Orion Capital Management
California
$75.7K
CA
725
Clearstead Advisors
Ohio
$72K