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
AWM
926
Axxcess Wealth Management
California
BMWM
927
Brown Miller Wealth Management
Virginia
PTC
928
Petrus Trust Company
Texas
OWA
929
Outlook Wealth Advisors
Texas
FFA
930
Florida Financial Advisors
Florida
VSQM
931
V-Square Quantitative Management
Illinois
Grantham, Mayo, Van Otterloo & Co (GMO)
932
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
OF
933
Optimize Financial
California
BC
934
Burney Company
Virginia
HFM
935
Harvest Fund Management
China
RS
936
R Squared
Hong Kong
Hudson Bay Capital Management
937
Hudson Bay Capital Management
Connecticut
SC
938
Sepio Capital
Utah
NWAG
939
Net Worth Advisory Group
Utah
JSSH
940
J. Safra Sarasin Holding
OIA
941
OneDigital Investment Advisors
Kansas
OCA
942
Otter Creek Advisors
Florida
AC
943
AXQ Capital
New Jersey
TWP
944
Tower Wealth Partners
Pennsylvania
FIA
945
Foundations Investment Advisors
Arizona
CFM
946
Catalyst Funds Management
Australia
CC
947
Corton Capital
Ontario, Canada
TAM
948
Tocqueville Asset Management
New York
BWP
949
Burling Wealth Partners
Illinois
KPWS
950
Kestra Private Wealth Services
Texas