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Brown & Brown

883 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: 894883 (-11)

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
883
Holders Change
-11
Holders Change %
-1.23%
% of All Funds
10.74%
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
FAMI
751
Fideuram Asset Management (Ireland)
$21.5K +$17.6K +211 New
EPIMS
752
Evelyn Partners Investment Management Services
$20.8K -$172K -2,065 -89%
SIS
753
Sound Income Strategies
Florida
$20.3K +$83 +1 +0.4%
MSFP
754
Mark Sheptoff Financial Planning
Connecticut
$19.9K +$20.9K +250 New
MB
755
MidFirst Bank
Oklahoma
$19.9K +$20.9K +250 New
SL
756
Salomon & Ludwin
Virginia
$19.4K +$3.92K +47 +24%
RFP
757
Root Financial Partners
California
$19K -$167 -2 -0.8%
EW
758
Elyxium Wealth
California
$18.8K +$19.7K +236 New
RAM
759
Reflection Asset Management
South Carolina
$18.3K +$19.2K +230 New
VCM
760
Versant Capital Management
Arizona
$18.3K -$28.4K -340 -60%
SS
761
SBI Securities
Japan
$17.8K -$4.09K -49 -18%
TWC
762
TD Waterhouse Canada
Ontario, Canada
$17.5K
WIM
763
Westside Investment Management
California
$16.8K +$2.84K +34 +19%
SG
764
Sankala Group
Colorado
$16.8K +$19.5K +234 New
PSB
765
Piscataqua Savings Bank
New Hampshire
$16.3K
CAL
766
Capital Advisors Ltd
Ohio
$16K -$1.33K -16 -8%
DJSG
767
D.J. St. Germain
Massachusetts
$15.9K
JWA
768
JFS Wealth Advisors
Pennsylvania
$15.9K +$3.75K +45 +29%
CT
769
Colonial Trust
South Carolina
$15.7K +$5.51K +66 +51%
SC
770
Solstein Capital
California
$15.3K
PWMG
771
Private Wealth Management Group
New Jersey
$15.2K +$8.84K +106 +125%
TC
772
Truvestments Capital
Florida
$15K
EB
773
Eastern Bank
Massachusetts
$14.3K -$21.1K -253 -58%
JSAM
774
J. Safra Asset Management
New York
$13.5K +$14.2K +170 New
BWA
775
Basecamp Wealth Advisors
Washington
$12.9K +$13.5K +162 New