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
CT
801
Colonial Trust
South Carolina
$12.2K
MWPCG
802
Measured Wealth Private Client Group
New Hampshire
$11.9K
AWM
803
Accredited Wealth Management
Kentucky
$11.6K
FCAS
804
First Command Advisory Services
Texas
$11.6K
FMII
805
Farmers & Merchants Investments Inc
Nebraska
$11.3K
ZBNA
806
Zions Bancorporation, National Association
Utah
$10.9K
TF
807
Tompkins Financial
New York
$10.4K
CFB
808
Cullen/Frost Bankers
Texas
$9.87K
CFO
809
CVA Family Office
Colorado
$9.75K
IUHSA
810
Itau Unibanco Holding S.A.
Brazil
$9.66K
TFA
811
Transamerica Financial Advisors
Florida
$9.39K
WA
812
Whipplewood Advisors
Colorado
$9.38K
HWA
813
HHM Wealth Advisors
Tennessee
$9.38K
SWM
814
Spire Wealth Management
Virginia
$8.91K
DSC
815
Duncker Streett & Co
Missouri
$8.72K
PAM
816
Palisade Asset Management
Minnesota
$8.63K
CFD
817
Creative Financial Designs
Indiana
$8.35K
GWS
818
Greykasell Wealth Strategies
California
$8.25K
MCM
819
MV Capital Management
Maryland
$8.25K
PWMG
820
Private Wealth Management Group
New Jersey
$7.97K
MIM
821
MTM Investment Management
South Carolina
$7.97K
FFO
822
Fortitude Family Office
Arizona
$7.97K
CWA
823
Carolina Wealth Advisors
South Carolina
$7.88K
MAM
824
Meeder Asset Management
Ohio
$7.79K
HFS
825
Horizon Financial Services
North Carolina
$7.79K