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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
HNB
526
Huntington National Bank
Ohio
$479K +$71.6K +858 +17%
Arrowstreet Capital
527
Arrowstreet Capital
Massachusetts
$477K -$2.81M -33,654 -85%
RWP
528
RWA Wealth Partners
Massachusetts
$474K +$4.67K +56 +1%
AAF
529
Andra AP-fonden
Sweden
$471K -$10.5M -126,395 -96%
SBFM
530
S-Bank Fund Management
Finland
$463K -$8.76K -105 -2%
FIA
531
Foundations Investment Advisors
Arizona
$462K +$484K +5,796 New
VF
532
Virtu Financial
New York
$448K +$469K +5,616 New
FCP
533
Fidelis Capital Partners
Florida
$437K -$14.7K -176 -3%
WA
534
Waverly Advisors
Alabama
$436K -$114K -1,368 -20%
AO
535
Advisor OS
Illinois
$435K +$19.4K +233 +4%
DILIC
536
Dai-ichi Life Insurance Company
Japan
$433K +$98.3K +1,178 +28%
BFPW
537
BOK Financial Private Wealth
Colorado
$429K -$65.6K -786 -13%
CB
538
Centennial Bank
Arkansas
$424K
MA
539
MJP Associates
Connecticut
$418K +$2.92K +35 +0.7%
LCWP
540
Legacy Capital Wealth Partners
Arkansas
$415K +$10.4K +125 +2%
HCM
541
Howland Capital Management
Massachusetts
$414K
Vontobel Holding
542
Vontobel Holding
Switzerland
$413K -$167K -2,002 -28%
VI
543
Vestcor Inc
New Brunswick, Canada
$413K
MA
544
Mutual Advisors
Nebraska
$410K -$59.2K -710 -12%
GIA
545
Gateway Investment Advisers
Ohio
$408K +$57.4K +688 +16%
IIC
546
Integrated Investment Consultants
Michigan
$408K -$62.9K -754 -13%
APWM
547
Argonautica Private Wealth Management
Massachusetts
$405K -$12.2K -146 -3%
PFM
548
Phillips Financial Management
Indiana
$403K -$584 -7 -0.1%
OIMU
549
Osmosis Investment Management UK
United Kingdom
$400K +$419K +5,022 New
PVI
550
Pine Valley Investments
New Jersey
$399K +$16.9K +203 +4%