BRO icon

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
TWD
751
True Wealth Design
Ohio
$54.5K
VCM
752
Versant Capital Management
Arizona
$53.4K
ADL
753
Asset Dedication LLC
California
$52.5K
GIM
754
Generali Investments Management
Slovenia
$50.8K
CPBTD
755
Central Pacific Bank - Trust Division
Hawaii
$50.6K
CVM
756
Cheviot Value Management
California
$49.4K
OAJ
757
Ogorek Anthony Joseph
New York
$48K
SSG
758
Summit Securities Group
New York
$47.4K
ATC
759
Adirondack Trust Company
New York
$43K
EB
760
Eastern Bank
Massachusetts
$40.6K
FPB
761
First PREMIER Bank
South Dakota
$40K
TFIPS
762
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38.5K
CSP
763
Cary Street Partners
Virginia
$37.8K
AAG
764
Armstrong Advisory Group
Massachusetts
$37.5K
BHWM
765
Beaird Harris Wealth Management
Texas
$37.4K
TFM
766
TFC Financial Management
Massachusetts
$36.2K
BGAI
767
Bruce G. Allen Investments
Colorado
$30K
Simplex Trading
768
Simplex Trading
Illinois
$28K
GWSG
769
GPS Wealth Strategies Group
Colorado
$26.7K
GKIM
770
GW&K Investment Management
Massachusetts
$26K
SS
771
SBI Securities
Japan
$25.5K
DWM
772
Darwin Wealth Management
Florida
$25.4K
BCM
773
Bares Capital Management
Texas
$24.3K
SIS
774
Sound Income Strategies
Florida
$24.2K
HWM
775
Hemington Wealth Management
Virginia
$24K