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
PCM
676
Penserra Capital Management
California
$126K +$20.1K +241 +18%
Simplex Trading
677
Simplex Trading
Illinois
$120K +$100K +1,198 +395%
AF
678
Allworth Financial
California
$118K -$80.4K -964 -39%
OWP
679
ORG Wealth Partners
Texas
$116K -$368K -4,414 -75%
MPWT
680
MassMutual Private Wealth & Trust
Connecticut
$113K +$44.6K +535 +61%
TCOV
681
Trust Company of Vermont
Vermont
$112K
CA
682
Clearstead Advisors
Ohio
$104K +$45.1K +541 +70%
CA
683
CoreCap Advisors
Michigan
$103K -$93.8K -1,124 -47%
Los Angeles Capital Management
684
Los Angeles Capital Management
California
$98.7K -$1.38M -16,525 -93%
HI
685
Harbour Investments
Wisconsin
$97.3K +$83.9K +1,005 +465%
OP
686
ORG Partners
Indiana
$97.3K -$68.9K -826 -40%
PTC
687
Private Trust Company
Ohio
$91.4K +$11.1K +133 +13%
PWAM
688
Private Wealth Asset Management
Iowa
$90.4K
CT
689
Caldwell Trust
Florida
$88.7K
SWA
690
SOA Wealth Advisors
New York
$88.1K
JFGIW
691
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$87.2K -$68.3K -819 -43%
PWPS
692
Pinnacle Wealth Planning Services
Ohio
$81.8K +$85.6K +1,026 New
GEA
693
Glen Eagle Advisors
New Jersey
$79.7K
DT
694
DV Trading
Illinois
$79.7K +$83.4K +1,000 New
DCM
695
Dorato Capital Management
Colorado
$77.8K +$81.8K +980 New
AssetMark Inc
696
AssetMark Inc
California
$71.7K -$1.92K -23 -2%
C
697
Covestor
United Kingdom
$71K -$6.67K -80 -8%
AGWCA
698
Annis Gardner Whiting Capital Advisors
Florida
$70K -$12.9K -155 -15%
EWA
699
EverSource Wealth Advisors
Alabama
$67.1K -$139K -1,663 -66%
EI
700
eCIO Inc
Wisconsin
$67K +$70.2K +841 New