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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
PA
651
Parallel Advisors
California
$215K
RWA
652
River Wealth Advisors
Pennsylvania
$215K
TAM
653
Trust Asset Management
Texas
$213K
MCA
654
MSH Capital Advisors
Arizona
$213K
FFA
655
Farther Finance Advisors
California
$213K
FB
656
Fulton Bank
Pennsylvania
$211K
DWA
657
Douglass Winthrop Advisors
New York
$207K
CWP
658
Curated Wealth Partners
California
$207K
AC
659
Armistice Capital
New York
$206K
CGL
660
Clarius Group LLC
Washington
$206K
SQA
661
Simon Quick Advisors
New Jersey
$205K
BFM
662
Boothbay Fund Management
New York
$201K
CCM
663
Capstone Capital Management
$200K
ZBNA
664
Zions Bancorporation, National Association
Utah
$198K
SC
665
Steph & Co
Wisconsin
$193K
QCG
666
Quadrant Capital Group
Ohio
$190K
MW
667
Merited Wealth
Florida
$189K
AAP
668
Arax Advisory Partners
Colorado
$188K
NS
669
NBC Securities
Alabama
$185K
MCM
670
MAI Capital Management
Ohio
$177K
TPCW
671
TD Private Client Wealth
New York
$173K
GRP
672
Global Retirement Partners
California
$161K
ST
673
Smithfield Trust
Pennsylvania
$149K
LS
674
Livforsakringsbolaget Skandia
Sweden
$144K
PCM
675
Penserra Capital Management
California
$126K