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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
FFA
776
Frazier Financial Advisors
Ohio
$12K
FMII
777
Farmers & Merchants Investments Inc
Nebraska
$12K +$2.5K +30 +25%
HFS
778
Hughes Financial Services
Virginia
$12K +$7.26K +87 +138%
RTL
779
Red Tortoise LLC
Georgia
$11.7K
WA
780
WPG Advisers
Maryland
$11.7K +$9.93K +119 +425%
BIA
781
Bell Investment Advisors
California
$10.9K +$9.35K +112 +448%
SA
782
SRH Advisors
Kansas
$10.8K
MCM
783
MV Capital Management
Maryland
$10.6K +$3.75K +45 +51%
MWPCG
784
Measured Wealth Private Client Group
New Hampshire
$10.1K
MA
785
MCF Advisors
Kentucky
$9.88K +$10.3K +124 New
TF
786
Tompkins Financial
New York
$8.85K
CFB
787
Cullen/Frost Bankers
Texas
$8.56K +$167 +2 +2%
SWM
788
SHP Wealth Management
Massachusetts
$8.13K +$8.51K +102 New
FCAS
789
First Command Advisory Services
Texas
$8.05K -$1.92K -23 -19%
WA
790
Whipplewood Advisors
Colorado
$7.97K
RWM
791
RMG Wealth Management
Wisconsin
$7.87K +$8.43K +101 New
KFI
792
Key Financial Inc
Pennsylvania
$7.49K -$8.59K -103 -52%
MCP
793
Miller Capital Partners
Michigan
$7.41K +$7.76K +93 New
DSC
794
Duncker Streett & Co
Missouri
$7.41K
BW
795
Bravera Wealth
North Dakota
$7.33K +$7.68K +92 New
AWA
796
Acumen Wealth Advisors
Tennessee
$7.17K +$7.51K +90 New
GWS
797
Greykasell Wealth Strategies
California
$7.01K
MAM
798
Meeder Asset Management
Ohio
$7.01K +$417 +5 +6%
CFO
799
CVA Family Office
Colorado
$6.93K -$1.42K -17 -16%
MIM
800
MTM Investment Management
South Carolina
$6.78K