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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
SFS
626
Sowell Financial Services
Arkansas
$248K
CCI
627
Credit Capital Investments
New Jersey
$247K
AG
628
Ascent Group
Virginia
$245K
ECM
629
Evergreen Capital Management
Washington
$244K
PA
630
Profund Advisors
Maryland
$243K
CCA
631
Checchi Capital Advisers
California
$239K
RDWM
632
Red Door Wealth Management
Tennessee
$239K
S
633
SignatureFD
Georgia
$235K
BFA
634
Brendel Financial Advisors
New Hampshire
$235K
FRA
635
Frank Rimerman Advisors
California
$233K
IFG
636
Independent Financial Group
California
$232K
SCA
637
Stonebridge Capital Advisors
Minnesota
$231K
OA
638
Operose Advisors
Wisconsin
$231K
MWM
639
Mattern Wealth Management
Kansas
$229K
OC
640
Oppenheimer & Co
New York
$229K
BS
641
Brighton Securities
New York
$229K
MG
642
Mather Group
Illinois
$227K
RFC
643
Regions Financial Corp
Alabama
$225K
PFM
644
Patton Fund Management
Texas
$225K
MFG
645
Merit Financial Group
Georgia
$224K
CI
646
Cigna Investments
Connecticut
$223K
EL
647
EWA LLC
Pennsylvania
$222K
ICP
648
Impact Capital Partners
Colorado
$221K
PA
649
Procyon Advisors
Connecticut
$220K
MBTD
650
Mechanics Bank - Trust Department
California
$216K