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
MFWM
126
Motley Fool Wealth Management
Virginia
$19M
SWP
127
Summit Wealth Partners
Florida
$18.9M
Canada Pension Plan Investment Board
128
Canada Pension Plan Investment Board
Ontario, Canada
$18.1M
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$17.2M
WT
130
Whittier Trust
California
$17.1M
DB
131
Danske Bank
Denmark
$17.1M
Aberdeen Group
132
Aberdeen Group
United Kingdom
$17.1M
Osaic Holdings
133
Osaic Holdings
Arizona
$17M
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$16.9M
Baird Financial Group
135
Baird Financial Group
Wisconsin
$16.8M
Wellington Management Group
136
Wellington Management Group
Massachusetts
$16.5M
DCP
137
Distillate Capital Partners
Illinois
$16.3M
Victory Capital Management
138
Victory Capital Management
Texas
$16.3M
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$16.1M
1832 Asset Management
140
1832 Asset Management
Ontario, Canada
$16M
ROC
141
Running Oak Capital
Minnesota
$15.7M
IGM
142
Incline Global Management
New York
$15.6M
Canada Life
143
Canada Life
Manitoba, Canada
$15.5M
State of Wisconsin Investment Board
144
State of Wisconsin Investment Board
Wisconsin
$15.5M
Prudential Financial
145
Prudential Financial
New Jersey
$14.6M
Universal-Beteiligungs- und Servicegesellschaft
146
Universal-Beteiligungs- und Servicegesellschaft
Germany
$14.3M
FAF
147
Fjarde Ap-fonden
Sweden
$14M
Chevy Chase Trust
148
Chevy Chase Trust
Maryland
$14M
Ensign Peak Advisors
149
Ensign Peak Advisors
Utah
$13.3M
TD Asset Management
150
TD Asset Management
Ontario, Canada
$13.1M