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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
CWA
801
Carolina Wealth Advisors
South Carolina
$6.7K
TFA
802
Transamerica Financial Advisors
Florida
$6.21K -$1.92K -23 -23%
SWM
803
Spire Wealth Management
Virginia
$6.16K -$1.5K -18 -19%
HIA
804
Harbor Investment Advisory
Maryland
$6.14K +$6.42K +77 New
CSB
805
City State Bank
Iowa
$5.98K +$1.75K +21 +39%
CFM
806
Cornerstone Financial Management
Massachusetts
$5.98K +$6.26K +75 New
CTC
807
Central Trust Company
Missouri
$5.74K -$14.1K -169 -70%
USB
808
Union Savings Bank
Connecticut
$5.42K +$5.67K +68 New
FFO
809
Fortitude Family Office
Arizona
$5.26K -$1.58K -19 -22%
MEG
810
Millstone Evans Group
Colorado
$5.18K
CJ
811
Caitlin John
Michigan
$5.1K -$1.16M -13,866 -100%
HHMI
812
Howard Hughes Medical Institute
Maryland
$5.02K +$83 +1 +2%
MA
813
Modus Advisors
Minnesota
$4.78K +$5.01K +60 New
WWA
814
Wealth Watch Advisors
Colorado
$4.38K -$501 -6 -10%
BAM
815
Bellevue Asset Management
Washington
$4.38K +$83 +1 +2%
AF
816
Advisornet Financial
Minnesota
$4.3K +$83 +1 +2%
BCWM
817
Bartlett & Co Wealth Management
Ohio
$4.22K +$4.42K +53 New
KFAS
818
Keating Financial Advisory Services
Kansas
$4.22K +$4.42K +53 New
ACA
819
Atlas Capital Advisors
Wyoming
$3.98K +$4.17K +50 New
JGIA
820
Jackson Grant Investment Advisers
Connecticut
$3.83K
PWMG
821
Prestige Wealth Management Group
New Jersey
$3.67K
HFS
822
Horizon Financial Services
North Carolina
$3.27K -$3.5K -42 -51%
KG
823
Kilter Group
New York
$3.27K +$1.92K +23 +128%
NSIM
824
North Star Investment Management
Illinois
$3.27K +$3K +36 +720%
AWM
825
Abound Wealth Management
Tennessee
$3.11K