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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
MBTD
651
Mechanics Bank - Trust Department
California
$216K
PA
652
Parallel Advisors
California
$215K +$52.1K +624 +30%
RWA
653
River Wealth Advisors
Pennsylvania
$215K -$93.9K -1,125 -29%
TAM
654
Trust Asset Management
Texas
$213K -$4.76K -57 -2%
MCA
655
MSH Capital Advisors
Arizona
$213K +$24.1K +289 +12%
FFA
656
Farther Finance Advisors
California
$213K -$29.8K -357 -12%
FB
657
Fulton Bank
Pennsylvania
$211K +$15K +180 +7%
DWA
658
Douglass Winthrop Advisors
New York
$207K
CWP
659
Curated Wealth Partners
California
$207K +$217K +2,597 New
AC
660
Armistice Capital
New York
$206K +$216K +2,590 New
CGL
661
Clarius Group LLC
Washington
$206K -$1.42K -17 -0.7%
SQA
662
Simon Quick Advisors
New Jersey
$205K -$562K -6,737 -72%
BFM
663
Boothbay Fund Management
New York
$201K -$406K -4,862 -66%
CCM
664
Capstone Capital Management
$200K +$210K +2,513 New
ZBNA
665
Zions Bancorporation, National Association
Utah
$198K +$197K +2,364 +2,038%
SC
666
Steph & Co
Wisconsin
$193K +$55.3K +663 +38%
QCG
667
Quadrant Capital Group
Ohio
$190K -$300K -3,600 -60%
MW
668
Merited Wealth
Florida
$189K +$198K +2,377 New
AAP
669
Arax Advisory Partners
Colorado
$188K -$3.85M -46,150 -95%
NS
670
NBC Securities
Alabama
$185K
MCM
671
MAI Capital Management
Ohio
$177K -$25.9K -311 -12%
TPCW
672
TD Private Client Wealth
New York
$173K -$4.17K -50 -2%
GRP
673
Global Retirement Partners
California
$161K -$7.01K -84 -4%
ST
674
Smithfield Trust
Pennsylvania
$149K +$2.84K +34 +2%
LS
675
Livforsakringsbolaget Skandia
Sweden
$144K