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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
SAM
726
Smartleaf Asset Management
Massachusetts
$68.4K
CH
727
Cromwell Holdings
Wyoming
$67.6K
GCM
728
Gables Capital Management
Florida
$62.7K
SWIM
729
Smallwood Wealth Investment Management
New Jersey
$62.7K
CBT
730
Crews Bank & Trust
Florida
$61.4K
SIM
731
Sentry Investment Management
Wisconsin
$61K
OL
732
OneFund LLC
Florida
$59.9K
WSFS
733
Wilmington Savings Fund Society
Delaware
$59.6K
ETC
734
Exchange Traded Concepts
Oklahoma
$59.3K
PPC
735
Park Place Capital
Alabama
$56.6K
CW
736
Curio Wealth
Maryland
$56.3K
TWD
737
True Wealth Design
Ohio
$54.5K
VCM
738
Versant Capital Management
Arizona
$53.4K
ADL
739
Asset Dedication LLC
California
$52.5K
GIM
740
Generali Investments Management
Slovenia
$50.8K
CPBTD
741
Central Pacific Bank - Trust Division
Hawaii
$50.6K
CVM
742
Cheviot Value Management
California
$49.4K
OAJ
743
Ogorek Anthony Joseph
New York
$48K
SSG
744
Summit Securities Group
New York
$47.4K
ATC
745
Adirondack Trust Company
New York
$43K
EB
746
Eastern Bank
Massachusetts
$40.6K
FPB
747
First PREMIER Bank
South Dakota
$40K
TFIPS
748
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38.5K
CSP
749
Cary Street Partners
Virginia
$37.8K
AAG
750
Armstrong Advisory Group
Massachusetts
$37.5K