BRO icon

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
SSG
751
Summit Securities Group
New York
$47.4K
ATC
752
Adirondack Trust Company
New York
$43K
EB
753
Eastern Bank
Massachusetts
$40.6K
FPB
754
First PREMIER Bank
South Dakota
$40K
TFIPS
755
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38.5K
CSP
756
Cary Street Partners
Virginia
$37.8K
AAG
757
Armstrong Advisory Group
Massachusetts
$37.5K
BHWM
758
Beaird Harris Wealth Management
Texas
$37.4K
TFM
759
TFC Financial Management
Massachusetts
$36.2K
BGAI
760
Bruce G. Allen Investments
Colorado
$30K
Simplex Trading
761
Simplex Trading
Illinois
$28K
GWSG
762
GPS Wealth Strategies Group
Colorado
$26.7K
GKIM
763
GW&K Investment Management
Massachusetts
$26K
SS
764
SBI Securities
Japan
$25.5K
DWM
765
Darwin Wealth Management
Florida
$25.4K
BCM
766
Bares Capital Management
Texas
$24.3K
SIS
767
Sound Income Strategies
Florida
$24.2K
HWM
768
Hemington Wealth Management
Virginia
$24K
AA
769
Ancora Advisors
Ohio
$22.7K
CTC
770
Central Trust Company
Missouri
$22.6K
RFP
771
Root Financial Partners
California
$22.5K
CPG
772
Cornerstone Planning Group
New Jersey
$21.9K
SOW
773
State of Wyoming
Wyoming
$20.4K
TWC
774
TD Waterhouse Canada
Ontario, Canada
$20.3K
HI
775
Harbour Investments
Wisconsin
$20.3K