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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
IRAG
726
Investment Research & Advisory Group
Georgia
$79.5K
LFG
727
Larson Financial Group
Missouri
$77.5K
FHC
728
First Horizon Corporation
Tennessee
$77K
CIAM
729
Caitong International Asset Management
Hong Kong
$76.4K
BTI
730
Blue Trust Inc
Georgia
$75.9K
OCM
731
Orion Capital Management
California
$75.7K
CA
732
Clearstead Advisors
Ohio
$72K
SAM
733
Smartleaf Asset Management
Massachusetts
$68.4K
CH
734
Cromwell Holdings
Wyoming
$67.6K
GCM
735
Gables Capital Management
Florida
$62.7K
SWIM
736
Smallwood Wealth Investment Management
New Jersey
$62.7K
CBT
737
Crews Bank & Trust
Florida
$61.4K
SIM
738
Sentry Investment Management
Wisconsin
$61K
OL
739
OneFund LLC
Florida
$59.9K
WSFS
740
Wilmington Savings Fund Society
Delaware
$59.6K
ETC
741
Exchange Traded Concepts
Oklahoma
$59.3K
PPC
742
Park Place Capital
Alabama
$56.6K
CW
743
Curio Wealth
Maryland
$56.3K
TWD
744
True Wealth Design
Ohio
$54.5K
VCM
745
Versant Capital Management
Arizona
$53.4K
ADL
746
Asset Dedication LLC
California
$52.5K
GIM
747
Generali Investments Management
Slovenia
$50.8K
CPBTD
748
Central Pacific Bank - Trust Division
Hawaii
$50.6K
CVM
749
Cheviot Value Management
California
$49.4K
OAJ
750
Ogorek Anthony Joseph
New York
$48K