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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
LNWTC
451
Laird Norton Wetherby Trust Company
Washington
$775K +$811K +9,724 New
KAS
452
Kestra Advisory Services
Texas
$774K +$54.1K +649 +7%
CI
453
CX Institutional
Indiana
$771K -$896K -10,733 -53%
Focus Partners Wealth
454
Focus Partners Wealth
Massachusetts
$767K -$366K -4,390 -31%
RCM
455
Radnor Capital Management
Pennsylvania
$767K +$297K +3,565 +59%
Teacher Retirement System of Texas
456
Teacher Retirement System of Texas
Texas
$765K -$2.56M -30,708 -76%
OAM
457
Occidental Asset Management
California
$764K -$129K -1,547 -14%
NDSIB
458
North Dakota State Investment Board
North Dakota
$762K +$797K +9,555 New
ACA
459
Aptus Capital Advisors
Alabama
$751K -$6.17K -74 -0.8%
NMIMC
460
Northwestern Mutual Investment Management Company
Wisconsin
$748K +$3.67K +44 +0.5%
BAAM
461
Baker Avenue Asset Management
California
$737K -$157K -1,883 -17%
SS
462
Sunbelt Securities
Texas
$736K +$274K +3,284 +55%
TCM
463
Tributary Capital Management
Nebraska
$731K -$16.9K -203 -2%
PCP
464
Proficio Capital Partners
Massachusetts
$719K +$1.67K +20 +0.2%
CB
465
Commerce Bank
Missouri
$712K +$104K +1,242 +16%
BPCE
466
Bank Pictet & Cie (Europe)
Germany
$709K
GT
467
Glenview Trust
Kentucky
$707K -$20.1K -241 -3%
EWA
468
EP Wealth Advisors
California
$701K +$734K +8,799 New
TSMHT
469
Thurston Springer Miller Herd & Titak
Indiana
$701K +$443K +5,311 +152%
FEG
470
Financial Enhancement Group
Indiana
$680K +$23.4K +280 +3%
PI
471
PineBridge Investments
New York
$677K -$445K -5,335 -39%
RBI
472
Raiffeisen Bank International
Austria
$673K -$100K -1,199 -13%
Marshall Wace
473
Marshall Wace
United Kingdom
$672K +$703K +8,429 New
MW
474
Marble Wealth
Alabama
$669K +$701K +8,396 New
AIA
475
AssuredPartners Investment Advisors
Florida
$668K +$385K +4,620 +123%