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Brown & Brown

879 hedge funds and large institutions have $24.5B invested in Brown & Brown in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 389 increasing their positions, 285 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:

16% less first-time investments, than exits

New positions opened: 102 | 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
879
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
JFGIW
701
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K
ST
702
Smithfield Trust
Pennsylvania
$175K
LS
703
Livforsakringsbolaget Skandia
Sweden
$169K
SC
704
Steph & Co
Wisconsin
$165K
RIL
705
Rothschild Investment LLC
Illinois
$162K
SWP
706
Strategic Wealth Partners
Ohio
$139K
SAM
707
Shell Asset Management
Netherlands
$136K
TCOV
708
Trust Company of Vermont
Vermont
$131K
PCM
709
Penserra Capital Management
California
$125K
PC
710
Promus Capital
Illinois
$124K
MA
711
Montag & Associates
Georgia
$113K
PWAM
712
Private Wealth Asset Management
Iowa
$106K
FDP
713
Financiere des Professionnels
Quebec, Canada
$106K
CT
714
Caldwell Trust
Florida
$104K
SWA
715
SOA Wealth Advisors
New York
$104K
AGWCA
716
Annis Gardner Whiting Capital Advisors
Florida
$96.9K
PTC
717
Private Trust Company
Ohio
$95.1K
GEA
718
Glen Eagle Advisors
New Jersey
$93.8K
C
719
Covestor
United Kingdom
$91K
QC
720
Quent Capital
New York
$89.5K
CI Investments Inc
721
CI Investments Inc
Ontario, Canada
$88K
AssetMark Inc
722
AssetMark Inc
California
$86.6K
MPWT
723
MassMutual Private Wealth & Trust
Connecticut
$82.8K
PFBT
724
Parkside Financial Bank & Trust
Missouri
$80.8K
CCA
725
Catalyst Capital Advisors
New York
$80.1K