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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
IRAG
701
Investment Research & Advisory Group
Georgia
$66.5K
FHC
702
First Horizon Corporation
Tennessee
$66.4K +$1K +12 +1%
PFBT
703
Parkside Financial Bank & Trust
Missouri
$65.8K -$3.09K -37 -4%
BTI
704
Blue Trust Inc
Georgia
$65.5K +$1.08K +13 +2%
OCM
705
Orion Capital Management
California
$64.3K
MPW
706
MASECO Private Wealth
$60.5K +$63.3K +759 New
QC
707
Quent Capital
New York
$59.8K -$16.9K -203 -21%
SAM
708
Smartleaf Asset Management
Massachusetts
$57.8K -$1.17K -14 -2%
LFG
709
Larson Financial Group
Missouri
$57.8K -$8.51K -102 -12%
CH
710
Cromwell Holdings
Wyoming
$57.4K -$83 -1 -0.1%
QL
711
Quarry LP
New York
$56K -$113K -1,349 -66%
OL
712
OneFund LLC
Florida
$55.3K +$4.59K +55 +9%
GCM
713
Gables Capital Management
Florida
$53.2K
SWIM
714
Smallwood Wealth Investment Management
New Jersey
$53.2K
CBT
715
Crews Bank & Trust
Florida
$52.2K
Optiver Holding
716
Optiver Holding
Netherlands
$52K +$48.9K +586 +875%
SIM
717
Sentry Investment Management
Wisconsin
$51K
CW
718
Curio Wealth
Maryland
$48.5K
ADL
719
Asset Dedication LLC
California
$44.6K
CPBTD
720
Central Pacific Bank - Trust Division
Hawaii
$44.4K +$1.5K +18 +3%
ETC
721
Exchange Traded Concepts
Oklahoma
$44.2K -$6.42K -77 -12%
GIM
722
Generali Investments Management
Slovenia
$43.2K
OAJ
723
Ogorek Anthony Joseph
New York
$41K -$167 -2 -0.4%
BOTPPF
724
Board of the Pension Protection Fund
United Kingdom
$39.9K +$41.7K +500 New
PPC
725
Park Place Capital
Alabama
$39.2K -$9.35K -112 -19%