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Brown & Brown

874 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, 386 increasing their positions, 284 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
874
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
TAM
951
Tocqueville Asset Management
New York
BWP
952
Burling Wealth Partners
Illinois
KPWS
953
Kestra Private Wealth Services
Texas
MPM
954
MBB Public Markets
Illinois
Wolverine Trading
955
Wolverine Trading
Illinois
QWP
956
Quotient Wealth Partners
Texas
IC
957
Iconiq Capital
California
BAM
958
Berkshire Asset Management
Pennsylvania
SSW
959
Smith Shellnut Wilson
Mississippi
IWS
960
Insight Wealth Strategies
California
RC
961
RBF Capital
California
WTFG
962
Wood Tarver Financial Group
Idaho
ICP
963
Impact Capital Partners
Colorado
Kovitz Investment Group Partners
964
Kovitz Investment Group Partners
Illinois
SPC
965
Spirepoint Private Client
Florida
WWM
966
Western Wealth Management
Colorado
GWM
967
Gitterman Wealth Management
New Jersey
VEA
968
Virtus ETF Advisers
New York
GM
969
GeoWealth Management
Illinois
AWM
970
Atticus Wealth Management
Florida
MPW
971
MASECO Private Wealth
HT
972
Headlands Technologies
Illinois
HB
973
Horizon Bancorp
Indiana
MIFH
974
Migdal Insurance & Financial Holdings
Israel
IFS
975
Intelligent Financial Strategies
Minnesota