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Brown & Brown

884 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: 894884 (-10)

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
884
Holders Change
-10
Holders Change %
-1.12%
% of All Funds
10.76%
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
Pacer Advisors
326
Pacer Advisors
Pennsylvania
$1.84M -$43.1K -516 -2%
HW
327
Hancock Whitney
Mississippi
$1.82M -$417 -5 -0%
SLAM
328
Swiss Life Asset Management
$1.8M +$208K +2,492 +12%
NWMG
329
Nicholson Wealth Management Group
South Carolina
$1.8M +$447K +5,357 +31%
PFS
330
Prospera Financial Services
Texas
$1.76M +$118K +1,411 +7%
Lido Advisors
331
Lido Advisors
California
$1.76M +$35.8K +429 +2%
LOAMU
332
Lombard Odier Asset Management (USA)
New York
$1.75M -$186K -2,230 -9%
MSU
333
Mizuho Securities USA
New York
$1.72M +$3.34K +40 +0.2%
CAM
334
Cacti Asset Management
Georgia
$1.7M
AC
335
Allstate Corporation
Illinois
$1.69M +$862K +10,332 +95%
Macquarie Group
336
Macquarie Group
Australia
$1.66M -$66.2M -793,536 -97%
PIM
337
Penobscot Investment Management
Massachusetts
$1.65M -$756K -9,060 -30%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$1.65M -$161K -1,935 -9%
FT
339
Fiduciary Trust
Massachusetts
$1.64M +$63.7K +764 +4%
STA
340
Summit Trail Advisors
New York
$1.64M +$22.4K +268 +1%
MOS
341
MGO One Seven
Ohio
$1.63M -$52.7K -632 -3%
AI
342
Atria Investments
North Carolina
$1.61M -$617K -7,390 -27%
FCM
343
Fairbanks Capital Management
California
$1.6M -$19.9K -238 -1%
CFO
344
Callan Family Office
Pennsylvania
$1.6M +$412K +4,938 +33%
ICP
345
Ironvine Capital Partners
Nebraska
$1.59M +$231K +2,772 +16%
TVPW
346
Third View Private Wealth
Connecticut
$1.58M +$1.66M +19,865 New
GT
347
Glenmede Trust
Pennsylvania
$1.57M +$1.64M +19,691 New
TWM
348
Trueblood Wealth Management
Ohio
$1.57M +$10.1K +121 +0.6%
IMCOOI
349
Investment Management Corp of Ontario (IMCO)
Canada
$1.55M +$466K +5,584 +40%
TI
350
Tidal Investments
Wisconsin
$1.53M -$371K -4,441 -19%