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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
10.76%
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
CVM
726
Cheviot Value Management
California
$38.2K -$5.84K -70 -12%
SAG
727
SageView Advisory Group
California
$37.8K +$39.5K +474 New
MA
728
Montag & Associates
Georgia
$36.7K -$62.2K -746 -62%
SSG
729
Summit Securities Group
New York
$34.7K -$5.84K -70 -14%
AA
730
Ancora Advisors
Ohio
$34K +$15.4K +185 +76%
FPB
731
First PREMIER Bank
South Dakota
$34K
CCA
732
Catalyst Capital Advisors
New York
$33.5K -$36.2K -434 -51%
DE
733
DV Equities
Illinois
$32.8K +$34.3K +411 New
TFIPS
734
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.7K
CSP
735
Cary Street Partners
Virginia
$32.1K
WSFS
736
Wilmington Savings Fund Society
Delaware
$31.9K -$19.7K -236 -37%
AAG
737
Armstrong Advisory Group
Massachusetts
$31.9K
BHWM
738
Beaird Harris Wealth Management
Texas
$31.8K
TFM
739
TFC Financial Management
Massachusetts
$30.8K
BGAI
740
Bruce G. Allen Investments
Colorado
$30.4K +$5.09K +61 +19%
EDRH
741
Edmond de Rothschild Holding
Switzerland
$29.4K -$154K -1,849 -83%
SWP
742
Strategic Wealth Partners
Ohio
$28.1K -$94.2K -1,129 -76%
GKIM
743
GW&K Investment Management
Massachusetts
$28K +$6.09K +73 +26%
BW
744
Basepoint Wealth
Iowa
$26.5K +$27.8K +333 New
RIL
745
Rothschild Investment LLC
Illinois
$26.5K -$117K -1,399 -81%
Bank Julius Baer & Co
746
Bank Julius Baer & Co
Switzerland
$24.2K -$2.56M -30,715 -99%
CPG
747
Cornerstone Planning Group
New Jersey
$23.1K +$4K +48 +18%
SOW
748
State of Wyoming
Wyoming
$22.1K +$4.92K +59 +27%
KBFS
749
Kohmann Bosshard Financial Services
Ohio
$21.7K +$22.8K +273 New
DWM
750
Darwin Wealth Management
Florida
$21.6K +$83 +1 +0.4%