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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
HFS
776
Hughes Financial Services
Virginia
$12K
RTL
777
Red Tortoise LLC
Georgia
$11.7K
WA
778
WPG Advisers
Maryland
$11.7K
BIA
779
Bell Investment Advisors
California
$10.9K
SA
780
SRH Advisors
Kansas
$10.8K
MCM
781
MV Capital Management
Maryland
$10.6K
MWPCG
782
Measured Wealth Private Client Group
New Hampshire
$10.1K
MA
783
MCF Advisors
Kentucky
$9.88K
TF
784
Tompkins Financial
New York
$8.85K
CFB
785
Cullen/Frost Bankers
Texas
$8.56K
SWM
786
SHP Wealth Management
Massachusetts
$8.13K
FCAS
787
First Command Advisory Services
Texas
$8.05K
WA
788
Whipplewood Advisors
Colorado
$7.97K
RWM
789
RMG Wealth Management
Wisconsin
$7.87K
KFI
790
Key Financial Inc
Pennsylvania
$7.49K
MCP
791
Miller Capital Partners
Michigan
$7.41K
DSC
792
Duncker Streett & Co
Missouri
$7.41K
BW
793
Bravera Wealth
North Dakota
$7.33K
AWA
794
Acumen Wealth Advisors
Tennessee
$7.17K
GWS
795
Greykasell Wealth Strategies
California
$7.01K
MAM
796
Meeder Asset Management
Ohio
$7.01K
CFO
797
CVA Family Office
Colorado
$6.93K
MIM
798
MTM Investment Management
South Carolina
$6.78K
CWA
799
Carolina Wealth Advisors
South Carolina
$6.7K
TFA
800
Transamerica Financial Advisors
Florida
$6.21K