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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
CAL
776
Capital Advisors Ltd
Ohio
$20K
PSB
777
Piscataqua Savings Bank
New Hampshire
$19.1K
DJSG
778
D.J. St. Germain
Massachusetts
$18.8K
JWM
779
JPL Wealth Management
Colorado
$18.7K
SL
780
Salomon & Ludwin
Virginia
$18.6K
KFI
781
Key Financial Inc
Pennsylvania
$18.3K
SC
782
Solstein Capital
California
$18K
CT
783
Clearstead Trust
Maine
$17.7K
TC
784
Truvestments Capital
Florida
$17.6K
WIM
785
Westside Investment Management
California
$16.9K
MSWA
786
Marshall & Sterling Wealth Advisors
New York
$15.6K
PWA
787
Physician Wealth Advisors
Utah
$15.1K
BF
788
BOK Financial
Oklahoma
$14.6K
JWA
789
JFS Wealth Advisors
Pennsylvania
$14.4K
FFA
790
Frazier Financial Advisors
Ohio
$14.1K
RTL
791
Red Tortoise LLC
Georgia
$13.8K
SA
792
SRH Advisors
Kansas
$12.8K
RA
793
Rise Advisors
New York
$12.6K
CT
794
Colonial Trust
South Carolina
$12.2K
MWPCG
795
Measured Wealth Private Client Group
New Hampshire
$11.9K
AWM
796
Accredited Wealth Management
Kentucky
$11.6K
FCAS
797
First Command Advisory Services
Texas
$11.6K
FMII
798
Farmers & Merchants Investments Inc
Nebraska
$11.3K
ZBNA
799
Zions Bancorporation, National Association
Utah
$10.9K
TF
800
Tompkins Financial
New York
$10.4K