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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
G
376
GenTrust
Florida
$1.25M -$109K -1,307 -8%
PP
377
Prudential plc
United Kingdom
$1.25M +$419K +5,024 +47%
CWP
378
Cyndeo Wealth Partners
Florida
$1.24M -$3.42K -41 -0.3%
PAM
379
Panagora Asset Management
Massachusetts
$1.24M -$1.18M -14,091 -48%
Schroder Investment Management Group
380
Schroder Investment Management Group
United Kingdom
$1.23M -$635K -7,612 -33%
GIBU
381
Gulf International Bank (UK)
United Kingdom
$1.22M
KeyBank National Association
382
KeyBank National Association
Ohio
$1.22M -$53.6K -643 -4%
GT
383
Greenleaf Trust
Michigan
$1.21M +$17.4K +208 +1%
CIA
384
Concurrent Investment Advisors
Florida
$1.21M +$302K +3,614 +31%
LSERS
385
Louisiana State Employees Retirement System
Louisiana
$1.2M -$33.4K -400 -3%
WCM
386
Wedge Capital Management
North Carolina
$1.18M +$242K +2,895 +24%
OAM
387
Oppenheimer Asset Management
New York
$1.18M -$182K -2,182 -13%
UCFA
388
United Capital Financial Advisors
Texas
$1.17M +$405K +4,848 +50%
ECM
389
Everence Capital Management
Indiana
$1.17M +$294K +3,525 +32%
PAM
390
Peninsula Asset Management
Florida
$1.16M -$841K -10,085 -41%
OTL
391
Oak Thistle LLC
New York
$1.16M -$1.01M -12,127 -46%
Wealthfront Advisers
392
Wealthfront Advisers
California
$1.15M +$240K +2,876 +25%
Brown Advisory
393
Brown Advisory
Maryland
$1.14M +$851K +10,205 +248%
OAM
394
Ostrum Asset Management
France
$1.12M -$390K -4,674 -25%
HWM
395
HB Wealth Management
Georgia
$1.11M -$321K -3,852 -22%
MSRPS
396
Maryland State Retirement & Pension System
Maryland
$1.11M
SFA
397
Sequoia Financial Advisors
Ohio
$1.1M +$238K +2,858 +26%
ALMGDA
398
AG2R La Mondiale Gestion d'Actifs
France
$1.09M +$221K +2,646 +24%
LCM
399
Logan Capital Management
Pennsylvania
$1.09M -$304K -3,648 -21%
WAP
400
Wealthcare Advisory Partners
Pennsylvania
$1.08M -$989K -11,859 -47%