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
BHWM
751
Beaird Harris Wealth Management
Texas
$37.4K
TFM
752
TFC Financial Management
Massachusetts
$36.2K
BGAI
753
Bruce G. Allen Investments
Colorado
$30K
Simplex Trading
754
Simplex Trading
Illinois
$28K
GWSG
755
GPS Wealth Strategies Group
Colorado
$26.7K
GKIM
756
GW&K Investment Management
Massachusetts
$26K
SS
757
SBI Securities
Japan
$25.5K
DWM
758
Darwin Wealth Management
Florida
$25.4K
BCM
759
Bares Capital Management
Texas
$24.3K
SIS
760
Sound Income Strategies
Florida
$24.2K
HWM
761
Hemington Wealth Management
Virginia
$24K
AA
762
Ancora Advisors
Ohio
$22.7K
CTC
763
Central Trust Company
Missouri
$22.6K
RFP
764
Root Financial Partners
California
$22.5K
CPG
765
Cornerstone Planning Group
New Jersey
$21.9K
SOW
766
State of Wyoming
Wyoming
$20.4K
TWC
767
TD Waterhouse Canada
Ontario, Canada
$20.3K
HI
768
Harbour Investments
Wisconsin
$20.3K
CAL
769
Capital Advisors Ltd
Ohio
$20K
PSB
770
Piscataqua Savings Bank
New Hampshire
$19.1K
DJSG
771
D.J. St. Germain
Massachusetts
$18.8K
JWM
772
JPL Wealth Management
Colorado
$18.7K
SL
773
Salomon & Ludwin
Virginia
$18.6K
KFI
774
Key Financial Inc
Pennsylvania
$18.3K
SC
775
Solstein Capital
California
$18K