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Brown & Brown

880 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2025 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 295 increasing their positions, 353 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

11% less capital invested

Capital invested by funds: $24.5B → $21.7B (-$2.79B)

16% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 353

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
880
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.5M
Puts
$13.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
576
Cornerstone Investment Partners
Georgia
$328K
II
577
Inspire Investing
Idaho
$328K
EWM
578
Empirical Wealth Management
Washington
$326K
FA
579
Faithward Advisors
Pennsylvania
$326K
GWM
580
Gibbs Wealth Management
Georgia
$326K
AC
581
AlphaCore Capital
California
$326K
WTB
582
Washington Trust Bank
Washington
$324K
PWG
583
Portside Wealth Group
Utah
$319K
WIA
584
World Investment Advisors
California
$318K
FTWA
585
Fifth Third Wealth Advisors
Ohio
$315K
CRC
586
Curi RMB Capital
Illinois
$313K
HCL
587
Henshaw Capital LLC
Massachusetts
$311K
XWL
588
XXI Wealth LLC
Illinois
$309K
ST
589
Somerset Trust
Pennsylvania
$305K
PGCM
590
Prescott Group Capital Management
Oklahoma
$300K
GKFF
591
George Kaiser Family Foundation
Oklahoma
$300K
MP
592
Moment Partners
California
$299K
EPW
593
Evolve Private Wealth
California
$297K
CSPIA
594
Cary Street Partners Investment Advisory
Virginia
$295K
CIAM
595
Caitong International Asset Management
Hong Kong
$294K
DADC
596
D.A. Davidson & Co
Montana
$293K
SAM
597
Strategy Asset Managers
California
$292K
KWM
598
Kingsview Wealth Management
Oregon
$292K
MAS
599
Meeder Advisory Services
Ohio
$291K
BP
600
Ballentine Partners
Massachusetts
$290K