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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
1CP
851
1015 Capital Partners
Pennsylvania
$1.2K +$1.25K +15 New
FMP
852
Financial Management Professionals
Texas
$1.12K
MSWA
853
Marshall & Sterling Wealth Advisors
New York
$1.04K -$12.8K -154 -92%
RWM
854
Rialto Wealth Management
New York
$1.04K +$501 +6 +86%
OC
855
Optima Capital
Oregon
$1.04K +$1.08K +13 New
VNA
856
Valley National Advisers
Pennsylvania
$1K +$1.42K +17 New
QWM
857
Quaker Wealth Management
New Jersey
$877 +$167 +2 +22%
ACA
858
American Capital Advisory
Idaho
$877 +$501 +6 +120%
BHWM
859
Bay Harbor Wealth Management
Maryland
$876 +$83 +1 +10%
CFD
860
Creative Financial Designs
Indiana
$797 -$6.59K -79 -89%
WWM
861
Wolff Wiese Magana
California
$797
APW
862
Aventura Private Wealth
Florida
$797 +$834 +10 New
TBFA
863
Three Bearings Fiduciary Advisors
New Hampshire
$721 +$834 +10 New
AT
864
Avalon Trust
New Mexico
$718
WA
865
WestEnd Advisors
North Carolina
$717 +$167 +2 +29%
WA
866
Westfuller Advisors
New York
$559 +$584 +7 New
EP
867
Essential Partners
California
$558 -$171K -2,050 -100%
FC
868
Financial Consulate
Maryland
$558 -$667 -8 -53%
BWL
869
Bogart Wealth LLC
Virginia
$478 -$334 -4 -40%
TPBG
870
Turning Point Benefit Group
Maryland
$478
UCB
871
United Community Bank
South Carolina
$478
NL
872
NVWM LLC
Pennsylvania
$399
SA
873
Seneschal Advisors
Washington
$399
CA
874
Crewe Advisors
Utah
$399 +$417 +5 New
LIA
875
Luken Investment Analytics
Tennessee
$399 +$417 +5 New