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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
IAA
276
Independent Advisor Alliance
North Carolina
$2.69M +$13.5K +162 +0.5%
OPERF
277
Oregon Public Employees Retirement Fund
Oregon
$2.68M +$8.34K +100 +0.3%
TAF
278
Tredje AP-fonden
Sweden
$2.67M +$378K +4,535 +16%
DKCM
279
Davidson Kahn Capital Management
California
$2.65M +$653K +7,822 +31%
GCM
280
Gator Capital Management
Florida
$2.64M +$2.77M +33,171 New
OAM
281
OP Asset Management
$2.64M +$123K +1,470 +5%
ACM
282
Aquatic Capital Management
Illinois
$2.62M +$2.74M +32,890 New
SF
283
Summit Financial
New Jersey
$2.56M -$43.6K -522 -2%
VPIM
284
Vanguard Personalized Indexing Management
California
$2.56M +$377K +4,515 +16%
MJRIC
285
Mogy Joel R Investment Counsel
California
$2.5M -$450K -5,391 -15%
MHS
286
M Holdings Securities
Oregon
$2.5M +$2.61M +31,311 New
NIM
287
NEOS Investment Management
Connecticut
$2.49M +$413K +4,944 +19%
WP
288
WealthPLAN Partners
Nebraska
$2.43M -$507K -6,079 -17%
AF
289
Avanza Fonder
Sweden
$2.4M +$663K +7,949 +36%
HighTower Advisors
290
HighTower Advisors
Illinois
$2.39M -$26.3K -315 -1%
Cambridge Investment Research Advisors
291
Cambridge Investment Research Advisors
Iowa
$2.36M -$53.5K -641 -2%
EFP
292
Elser Financial Planning
Indiana
$2.35M +$334 +4 +0%
TCA
293
Transcend Capital Advisors
New Jersey
$2.34M +$2.06M +24,733 +529%
DC
294
Davenport & Co
Virginia
$2.34M -$390K -4,674 -14%
CCM
295
Coldstream Capital Management
Washington
$2.33M +$1.58K +19 +0.1%
SOADOR
296
State of Alaska Department of Revenue
Alaska
$2.31M -$188K -2,250 -7%
CIC
297
Crawford Investment Counsel
Georgia
$2.29M +$14.2K +170 +0.6%
Mirae Asset Global ETFs Holdings
298
Mirae Asset Global ETFs Holdings
Hong Kong
$2.26M +$180K +2,153 +8%
SPIA
299
Steward Partners Investment Advisory
New York
$2.25M +$5.09K +61 +0.2%
BAM
300
Bayview Asset Management
Florida
$2.24M +$2.35M +28,109 New