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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
EPIMS
751
Evelyn Partners Investment Management Services
$20.8K
SIS
752
Sound Income Strategies
Florida
$20.3K
MB
753
MidFirst Bank
Oklahoma
$19.9K
MSFP
754
Mark Sheptoff Financial Planning
Connecticut
$19.9K
SL
755
Salomon & Ludwin
Virginia
$19.4K
RFP
756
Root Financial Partners
California
$19K
EW
757
Elyxium Wealth
California
$18.8K
RAM
758
Reflection Asset Management
South Carolina
$18.3K
VCM
759
Versant Capital Management
Arizona
$18.3K
SS
760
SBI Securities
Japan
$17.8K
TWC
761
TD Waterhouse Canada
Ontario, Canada
$17.5K
WIM
762
Westside Investment Management
California
$16.8K
SG
763
Sankala Group
Colorado
$16.8K
PSB
764
Piscataqua Savings Bank
New Hampshire
$16.3K
CAL
765
Capital Advisors Ltd
Ohio
$16K
DJSG
766
D.J. St. Germain
Massachusetts
$15.9K
JWA
767
JFS Wealth Advisors
Pennsylvania
$15.9K
CT
768
Colonial Trust
South Carolina
$15.7K
SC
769
Solstein Capital
California
$15.3K
PWMG
770
Private Wealth Management Group
New Jersey
$15.2K
TC
771
Truvestments Capital
Florida
$15K
EB
772
Eastern Bank
Massachusetts
$14.3K
JSAM
773
J. Safra Asset Management
New York
$13.5K
FFA
774
Frazier Financial Advisors
Ohio
$12K
FMII
775
Farmers & Merchants Investments Inc
Nebraska
$12K