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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
SWM
801
Spire Wealth Management
Virginia
$6.16K
HIA
802
Harbor Investment Advisory
Maryland
$6.14K
CSB
803
City State Bank
Iowa
$5.98K
CFM
804
Cornerstone Financial Management
Massachusetts
$5.98K
CTC
805
Central Trust Company
Missouri
$5.74K
USB
806
Union Savings Bank
Connecticut
$5.42K
FFO
807
Fortitude Family Office
Arizona
$5.26K
MEG
808
Millstone Evans Group
Colorado
$5.18K
CJ
809
Caitlin John
Michigan
$5.1K
HHMI
810
Howard Hughes Medical Institute
Maryland
$5.02K
MA
811
Modus Advisors
Minnesota
$4.78K
WWA
812
Wealth Watch Advisors
Colorado
$4.38K
BAM
813
Bellevue Asset Management
Washington
$4.38K
AF
814
Advisornet Financial
Minnesota
$4.3K
BCWM
815
Bartlett & Co Wealth Management
Ohio
$4.22K
KFAS
816
Keating Financial Advisory Services
Kansas
$4.22K
ACA
817
Atlas Capital Advisors
Wyoming
$3.98K
JGIA
818
Jackson Grant Investment Advisers
Connecticut
$3.83K
PWMG
819
Prestige Wealth Management Group
New Jersey
$3.67K
HFS
820
Horizon Financial Services
North Carolina
$3.27K
KG
821
Kilter Group
New York
$3.27K
NSIM
822
North Star Investment Management
Illinois
$3.27K
AWM
823
Abound Wealth Management
Tennessee
$3.11K
AUB
824
Atlantic Union Bankshares
Virginia
$3.03K
AW
825
Avion Wealth
Texas
$3K