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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
MSWA
851
Marshall & Sterling Wealth Advisors
New York
$1.04K
RWM
852
Rialto Wealth Management
New York
$1.04K
OC
853
Optima Capital
Oregon
$1.04K
VNA
854
Valley National Advisers
Pennsylvania
$1K
QWM
855
Quaker Wealth Management
New Jersey
$877
ACA
856
American Capital Advisory
Idaho
$877
BHWM
857
Bay Harbor Wealth Management
Maryland
$876
CFD
858
Creative Financial Designs
Indiana
$797
WWM
859
Wolff Wiese Magana
California
$797
APW
860
Aventura Private Wealth
Florida
$797
AT
861
Avalon Trust
New Mexico
$718
WA
862
WestEnd Advisors
North Carolina
$717
WA
863
Westfuller Advisors
New York
$559
EPL
864
Essential Partners LLC
California
$558
FC
865
Financial Consulate
Maryland
$558
BWL
866
Bogart Wealth LLC
Virginia
$478
UCB
867
United Community Bank
South Carolina
$478
TPBG
868
Turning Point Benefit Group
Maryland
$478
NL
869
NVWM LLC
Pennsylvania
$399
SA
870
Seneschal Advisors
Washington
$399
CA
871
Crewe Advisors
Utah
$399
LIA
872
Luken Investment Analytics
Tennessee
$399
DF
873
DecisionPoint Financial
Arizona
$319
DCM
874
Davis Capital Management
Florida
$319
NRG
875
Nemes Rush Group
Michigan
$319