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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
MAM
26
Madison Asset Management
Wisconsin
$158M -$1.81M -21,650 -1%
UBS Group
27
UBS Group
Switzerland
$157M +$39.7M +476,151 +32%
ProShare Advisors
28
ProShare Advisors
Maryland
$147M +$12.5M +150,004 +9%
Charles Schwab
29
Charles Schwab
California
$140M +$3.89M +46,622 +3%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$137M +$12.8M +152,874 +10%
UBS AM
31
UBS AM
Illinois
$119M -$3.26M -39,014 -3%
GC
32
Gobi Capital
California
$114M +$27.7M +332,474 +30%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$111M -$2.64M -31,686 -2%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$108M +$19.2M +230,464 +20%
TIA
35
Tandem Investment Advisors
South Carolina
$103M -$7.79M -93,396 -7%
Legal & General Group
36
Legal & General Group
United Kingdom
$88.6M -$3.23M -38,717 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
37
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$88.6M -$58.2M -697,267 -39%
Kayne Anderson Rudnick Investment Management
38
Kayne Anderson Rudnick Investment Management
California
$88.3M -$8.03M -96,227 -8%
CIP
39
Champlain Investment Partners
Vermont
$87.6M +$91.7M +1,099,310 New
Caisse de Depot et Placement du Quebec (CDPQ)
40
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$87.5M -$104M -1,241,347 -53%
Renaissance Technologies
41
Renaissance Technologies
New York
$85.6M +$7.26M +87,000 +9%
Raymond James Financial
42
Raymond James Financial
Florida
$80.3M -$6.61M -79,277 -7%
RG
43
Rathbones Group
United Kingdom
$78.2M +$15.5M +186,251 +23%
Verition Fund Management
44
Verition Fund Management
Connecticut
$74M +$12.7M +151,794 +20%
PCH
45
Polar Capital Holdings
United Kingdom
$73.7M +$20.9M +250,000 +37%
JG
46
Jain Global
New York
$67.2M
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$66.4M +$1.01M +12,155 +1%
CIC
48
Chilton Investment Company
Connecticut
$66M -$67M -802,743 -49%
Swiss National Bank
49
Swiss National Bank
Switzerland
$63.2M -$5.18M -62,100 -7%
NAMI
50
Nomura Asset Management International
Pennsylvania
$62M +$64.9M +777,508 New