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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
BP
601
Ballentine Partners
Massachusetts
$290K -$751 -9 -0.2%
PAG
602
Private Advisor Group
New Jersey
$288K -$81.6K -978 -21%
CT
603
ClearAlpha Technologies
Connecticut
$288K +$301K +3,608 New
HAG
604
HighPoint Advisor Group
Illinois
$285K +$2.59K +31 +0.9%
WHCI
605
W.H. Cornerstone Investments
Massachusetts
$285K +$751 +9 +0.3%
Fisher Asset Management
606
Fisher Asset Management
Washington
$283K +$296K +3,546 New
BCI
607
Brinker Capital Investments
Pennsylvania
$281K +$45.5K +545 +18%
NW
608
NewEdge Wealth
Pennsylvania
$277K +$290K +3,472 New
FFM
609
Forum Financial Management
Illinois
$277K -$105K -1,257 -27%
GWP
610
Gen-Wealth Partners
Michigan
$272K -$141K -1,687 -33%
CFG
611
Citizens Financial Group
Rhode Island
$270K +$42.3K +507 +18%
Connor, Clark & Lunn Investment Management (CC&L)
612
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$270K +$31.9K +382 +13%
AWA
613
Arkadios Wealth Advisors
Georgia
$267K -$282K -3,375 -50%
GVAG
614
Great Valley Advisor Group
Delaware
$267K -$17.8K -213 -6%
CAG
615
Crestwood Advisors Group
Massachusetts
$267K +$279K +3,344 New
UW
616
Unique Wealth
Florida
$266K -$23.9K -286 -8%
BFO
617
Boston Family Office
Massachusetts
$262K
PWP
618
Phillips Wealth Planners
Mississippi
$261K -$81.5K -977 -23%
CL
619
CSS LLC
Illinois
$258K +$270K +3,240 New
BFIM
620
Beese Fulmer Investment Management
Ohio
$258K +$270K +3,238 New
SWP
621
Sagespring Wealth Partners
Tennessee
$257K -$8.01K -96 -3%
AIM
622
Anchor Investment Management
South Carolina
$256K -$2.92K -35 -1%
OCA
623
OpenArc Corporate Advisory
Georgia
$252K +$264K +3,164 New
BTWM
624
Baker Tilly Wealth Management
Wisconsin
$250K -$16.4K -196 -6%
LWAM
625
Legacy Wealth Asset Management
Minnesota
$250K -$5.09K -61 -2%