We are live on ! Find out more
BRO icon

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
AWM
626
Apollon Wealth Management
South Carolina
$248K +$48.6K +583 +23%
SFS
627
Sowell Financial Services
Arkansas
$248K -$227K -2,719 -47%
CCI
628
Credit Capital Investments
New Jersey
$247K
AG
629
Ascent Group
Virginia
$245K -$38.3K -459 -13%
ECM
630
Evergreen Capital Management
Washington
$244K +$256K +3,065 New
PA
631
Profund Advisors
Maryland
$243K -$94.3K -1,130 -27%
CCA
632
Checchi Capital Advisers
California
$239K -$20.2K -242 -7%
RDWM
633
Red Door Wealth Management
Tennessee
$239K +$250K +2,997 New
S
634
SignatureFD
Georgia
$235K +$81.9K +982 +50%
BFA
635
Brendel Financial Advisors
New Hampshire
$235K -$14.4K -172 -6%
FRA
636
Frank Rimerman Advisors
California
$233K -$1K -12 -0.4%
IFG
637
Independent Financial Group
California
$232K -$167 -2 -0.1%
SCA
638
Stonebridge Capital Advisors
Minnesota
$231K -$16.7K -200 -6%
OA
639
Operose Advisors
Wisconsin
$231K
MWM
640
Mattern Wealth Management
Kansas
$229K
OC
641
Oppenheimer & Co
New York
$229K +$239K +2,868 New
BS
642
Brighton Securities
New York
$229K -$6.59K -79 -3%
MG
643
Mather Group
Illinois
$227K +$29.3K +351 +14%
RFC
644
Regions Financial Corp
Alabama
$225K -$36K -431 -13%
PFM
645
Patton Fund Management
Texas
$225K +$30.5K +366 +15%
MFG
646
Merit Financial Group
Georgia
$224K -$433K -5,187 -65%
CI
647
Cigna Investments
Connecticut
$223K
EL
648
EWA LLC
Pennsylvania
$222K +$9.93K +119 +4%
ICP
649
Impact Capital Partners
Colorado
$221K +$232K +2,776 New
PA
650
Procyon Advisors
Connecticut
$220K -$4.51K -54 -2%