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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
10.75%
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
CIA
426
Compass Ion Advisors
Pennsylvania
$930K +$334 +4 +0%
BMSSC
427
B. Metzler seel. Sohn & Co
Germany
$928K +$63.4K +760 +7%
EOJOAM
428
E. Ohman J:or Asset Management
Sweden
$922K
Fifth Third Bancorp
429
Fifth Third Bancorp
Ohio
$915K +$209K +2,505 +28%
First Trust Advisors
430
First Trust Advisors
Illinois
$913K -$5.83M -69,848 -86%
DTL
431
Dynamic Technology Lab
Singapore
$897K +$662K +7,932 +239%
LOPW
432
Live Oak Private Wealth
North Carolina
$894K +$936K +11,223 New
GC
433
Gilbert & Cook
Iowa
$893K +$34.5K +413 +4%
Envestnet Portfolio Solutions
434
Envestnet Portfolio Solutions
Illinois
$887K -$154K -1,845 -14%
MG
435
Markel Group
Virginia
$877K +$918K +11,000 New
DT
436
Diversified Trust
Tennessee
$871K +$912K +10,925 New
CCM
437
Chaney Capital Management
Washington
$866K
PMWMG
438
Parr McKnight Wealth Management Group
Minnesota
$862K -$273K -3,273 -23%
ET
439
Equitable Trust
Tennessee
$854K +$106K +1,267 +13%
PS
440
Principal Securities
Iowa
$847K -$41.9K -502 -5%
GSCM
441
Greenfield Seitz Capital Management
Texas
$845K
NSUP
442
NLB Skladi upravljanje premozenja
$845K +$884K +10,600 New
CG
443
Cynosure Group
Utah
$843K +$586K +7,018 +197%
FDCDDQ
444
Federation des caisses Desjardins du Quebec
Quebec, Canada
$839K +$209K +2,501 +31%
RCA
445
Resonant Capital Advisors
Wisconsin
$822K +$5.84K +70 +0.7%
Carson Wealth (CWM LLC)
446
Carson Wealth (CWM LLC)
Nebraska
$815K -$4.37M -52,320 -84%
Jane Street
447
Jane Street
New York
$804K +$68.8K +824 +9%
PWP
448
Parkwoods Wealth Partners
New York
$801K -$501 -6 -0.1%
HI
449
Horizon Investments
North Carolina
$798K +$101K +1,205 +14%
HAM
450
Harmony Asset Management
Arizona
$797K