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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
AV
576
ASR Vermogensbeheer
Netherlands
$328K -$4.09K -49 -1%
CIP
577
Cornerstone Investment Partners
Georgia
$328K +$343K +4,112 New
II
578
Inspire Investing
Idaho
$328K +$67.3K +806 +24%
EWM
579
Empirical Wealth Management
Washington
$326K +$342K +4,095 New
FA
580
Faithward Advisors
Pennsylvania
$326K -$2.24M -26,887 -87%
GWM
581
Gibbs Wealth Management
Georgia
$326K -$45.4K -544 -12%
AC
582
AlphaCore Capital
California
$326K +$341K +4,085 New
WTB
583
Washington Trust Bank
Washington
$324K
PWG
584
Portside Wealth Group
Utah
$319K -$77.3K -927 -19%
WIA
585
World Investment Advisors
California
$318K +$65.5K +785 +24%
FTWA
586
Fifth Third Wealth Advisors
Ohio
$315K -$214K -2,565 -39%
CRC
587
Curi RMB Capital
Illinois
$313K +$111K +1,335 +52%
HC
588
Henshaw Capital
Massachusetts
$311K -$242K -2,897 -43%
XWL
589
XXI Wealth LLC
Illinois
$309K +$323K +3,877 New
ST
590
Somerset Trust
Pennsylvania
$305K
GKFF
591
George Kaiser Family Foundation
Oklahoma
$300K
PGCM
592
Prescott Group Capital Management
Oklahoma
$300K
MP
593
Moment Partners
California
$299K -$73.4K -880 -19%
EPW
594
Evolve Private Wealth
California
$297K +$311K +3,726 New
CSPIA
595
Cary Street Partners Investment Advisory
Virginia
$295K +$2.17K +26 +0.7%
CIAM
596
Caitong International Asset Management
Hong Kong
$294K +$240K +2,875 +353%
DADC
597
D.A. Davidson & Co
Montana
$293K -$1.62M -19,396 -84%
SAM
598
Strategy Asset Managers
California
$292K +$9.43K +113 +3%
KWM
599
Kingsview Wealth Management
Oregon
$292K +$334 +4 +0.1%
MAS
600
Meeder Advisory Services
Ohio
$291K -$32.3K -387 -10%