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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
GRP
701
Global Retirement Partners
California
$197K
WANY
702
Wealthspire Advisors (New York)
New York
$197K
PA
703
Parallel Advisors
California
$195K
QL
704
Quarry LP
New York
$192K
OP
705
ORG Partners
Indiana
$192K
S
706
SignatureFD
Georgia
$185K
JFGIW
707
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K
ST
708
Smithfield Trust
Pennsylvania
$175K
LS
709
Livforsakringsbolaget Skandia
Sweden
$169K
SC
710
Steph & Co
Wisconsin
$165K
RIL
711
Rothschild Investment LLC
Illinois
$162K
SWP
712
Strategic Wealth Partners
Ohio
$139K
SAM
713
Shell Asset Management
Netherlands
$136K
TCOV
714
Trust Company of Vermont
Vermont
$131K
PCM
715
Penserra Capital Management
California
$125K
PC
716
Promus Capital
Illinois
$124K
MA
717
Montag & Associates
Georgia
$113K
PWAM
718
Private Wealth Asset Management
Iowa
$106K
FDP
719
Financiere des Professionnels
Quebec, Canada
$106K
CT
720
Caldwell Trust
Florida
$104K
SWA
721
SOA Wealth Advisors
New York
$104K
AGWCA
722
Annis Gardner Whiting Capital Advisors
Florida
$96.9K
PTC
723
Private Trust Company
Ohio
$95.1K
GEA
724
Glen Eagle Advisors
New Jersey
$93.8K
C
725
Covestor
United Kingdom
$91K