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Brown & Brown

883 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 296 increasing their positions, 353 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $13.2M

3% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 124

0.46% more ownership

Funds ownership: 79.45%79.91% (+0.46%)

1% less funds holding

Funds holding: 894883 (-11)

11% less capital invested

Capital invested by funds: $24.6B → $21.7B (-$2.82B)

16% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 353

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
883
Holders Change
-11
Holders Change %
-1.23%
% of All Funds
10.74%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
128
Increased
296
Reduced
353
Closed
124
Calls
$15.5M
Puts
$13.2M
Net Calls
+$2.33M
Net Calls Change
-$7.47M
Name Holding Trade Value Shares
Change
Change in
Stake
MSE
226
MUFG Securities EMEA
United Kingdom
$4.58M +$4.32M +51,817 +924%
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$4.43M -$507K -6,078 -10%
NA
228
NewEdge Advisors
Louisiana
$4.4M -$328K -3,928 -7%
AB
229
Amalgamated Bank
New York
$4.39M -$204K -2,445 -4%
CCIA
230
Campbell & Co Investment Adviser
Maryland
$4.39M +$4.6M +55,093 New
WAM
231
Wilson Asset Management
Australia
$4.34M
TIM
232
Triad Investment Management
California
$4.31M +$4.52M +54,122 New
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$4.3M +$106K +1,271 +2%
FAF
234
Första AP-fonden
Sweden
$4.28M -$400K -4,800 -8%
BEI
235
Benjamin Edwards Inc
Missouri
$4.27M -$325K -3,896 -7%
Nisa Investment Advisors
236
Nisa Investment Advisors
Missouri
$4.21M +$283K +3,392 +7%
II
237
IFM Investors
Australia
$4.19M +$30.1K +361 +0.7%
Ensign Peak Advisors
238
Ensign Peak Advisors
Utah
$4.17M -$7.5M -89,915 -63%
IIM
239
INTECH Investment Management
Florida
$4.13M -$6.1M -73,164 -59%
BCIM
240
British Columbia Investment Management
British Columbia, Canada
$4.09M +$721K +8,647 +20%
Cerity Partners
241
Cerity Partners
New York
$4.09M -$2.15M -25,715 -33%
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$4.06M -$939K -11,257 -18%
Daiwa Securities Group
243
Daiwa Securities Group
Japan
$4M +$73K +875 +2%
SAA
244
Southeast Asset Advisors
Georgia
$3.88M +$916K +10,984 +29%
X
245
Xponance
Pennsylvania
$3.82M +$243K +2,909 +6%
BHWM
246
Bar Harbor Wealth Management
New Hampshire
$3.74M -$5.2M -62,366 -57%
URS
247
Utah Retirement Systems
Utah
$3.72M +$46K +551 +1%
WIM
248
WealthPlan Investment Management
Nebraska
$3.71M -$4.38M -52,539 -53%
P
249
&Partners
Tennessee
$3.63M -$239K -2,862 -6%
KBC Group
250
KBC Group
Belgium
$3.6M +$27.1K +325 +0.7%