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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
AUB
826
Atlantic Union Bankshares
Virginia
$3.03K
AW
827
Avion Wealth
Texas
$3K +$250 +3 +6%
SC
828
SouthState Corp
Florida
$2.95K +$167 +2 +6%
FPF
829
First Pacific Financial
Washington
$2.87K -$3.34K -40 -53%
CWM
830
Copia Wealth Management
Oregon
$2.79K
CIAS
831
CBIZ Investment Advisory Services
Ohio
$2.71K +$2.84K +34 New
DPW
832
DiNuzzo Private Wealth
Pennsylvania
$2.63K -$417 -5 -13%
GSWM
833
Golden State Wealth Management
California
$2.56K
FNWA
834
Financial Network Wealth Advisors
Utah
$2.48K
PWA
835
Physician Wealth Advisors
Utah
$2.47K -$10.8K -130 -81%
S
836
Sachetta
Massachusetts
$2.47K -$2.5K -30 -49%
SIC
837
SJS Investment Consulting
Ohio
$2.47K +$1.17K +14 +82%
RF
838
Rossby Financial
Florida
$2.39K +$2.5K +30 New
SEP
839
Signature Equity Partners
Ohio
$2.08K +$2.17K +26 New
HNW
840
High Note Wealth
Minnesota
$1.91K +$2K +24 New
LI
841
LRI Investments
Florida
$1.88K
SN
842
Sittner & Nelson
Oregon
$1.84K
PWA
843
Principia Wealth Advisory
Texas
$1.83K +$250 +3 +15%
NB
844
NBT Bank
New York
$1.83K +$6.67K +80 New
FUBT
845
First United Bank & Trust
Maryland
$1.51K -$2.84K -34 -64%
DF
846
Dunhill Financial
United Kingdom
$1.5K +$167 +2 +12%
AP
847
Aspect Partners
Virginia
$1.44K
HIA
848
HFM Investment Advisors
New Jersey
$1.35K +$834 +10 +143%
LB
849
Legacy Bridge
Iowa
$1.28K +$1.33K +16 New
DIP
850
DT Investment Partners
Pennsylvania
$1.2K