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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
SOS
926
Silver Oak Securities
Tennessee
DCP
927
DSM Capital Partners
Florida
HWM
928
Hohimer Wealth Management
Washington
CIA
929
Caerus Investment Advisors
Texas
GSEP
930
Golden State Equity Partners
California
A
931
Allianz
Germany
NLP
932
Next Level Private
New York
ECM
933
Element Capital Management
New York
IMRF
934
Illinois Municipal Retirement Fund
Illinois
KF
935
Krilogy Financial
Missouri
NP
936
NorthRock Partners
Minnesota
FFP
937
FourThought Financial Partners
Florida
TSWM
938
Triangle Securities Wealth Management
North Carolina
PCA
939
Pallas Capital Advisors
Massachusetts
JTWM
940
Jackson Thornton Wealth Management
Alabama
KWA
941
Kingswood Wealth Advisors
California
VCM
942
Voleon Capital Management
California
CAI
943
Capital Advisors Inc
Oklahoma
RCM
944
Requisite Capital Management
Texas
FPAS
945
Focus Partners Advisor Solutions
Missouri
PWM
946
Palacios Wealth Management
Florida
AIM
947
Aigen Investment Management
New York
SAI
948
Savvy Advisors Inc
New York
KCM
949
Kathmere Capital Management
Pennsylvania
CAMG
950
CWA Asset Management Group
Florida