We are live on ! Find out more
BRO icon

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
SAI
951
Savvy Advisors Inc
New York
-$280K -2,983 Closed
KCM
952
Kathmere Capital Management
Pennsylvania
-$279K -2,977 Closed
CAMG
953
CWA Asset Management Group
Florida
-$277K -2,956 Closed
NAM
954
NorthCrest Asset Manangement
Minnesota
-$272K -2,842 Closed
IB
955
Intrust Bank
Kansas
-$258K -2,755 Closed
KFS
956
Kurt F. Somerville
-$258K -2,750 Closed
MMA
957
Mizuho Markets Americas
New York
-$257K -2,745 Closed
WA
958
Waddell & Associates
Tennessee
-$257K -2,737 Closed
CIS
959
Custom Index Systems
New York
-$250K -2,664 Closed
WWC
960
Waypoint Wealth Counsel
Georgia
-$246K -2,625 Closed
AWAU
961
Alliance Wealth Advisors (Utah)
Utah
-$244K -2,599 Closed
PWM
962
Perigon Wealth Management
California
-$241K -2,572 Closed
MGIA
963
Moneta Group Investment Advisors
Missouri
-$237K -2,525 Closed
CA
964
Callahan Advisors
Texas
-$231K -2,458 Closed
ATC
965
Argent Trust Co
Tennessee
-$228K -2,435 Closed
LFAS
966
Level Four Advisory Services
Texas
-$224K -2,385 Closed
CP
967
Covenant Partners
Tennessee
-$224K -2,383 Closed
TIA
968
Tiemann Investment Advisors
California
-$223K -2,380 Closed
MAWA
969
Moss Adams Wealth Advisors
Washington
-$221K -2,351 Closed
AWM
970
Angeles Wealth Management
California
-$220K -2,344 Closed
RWM
971
Ritholtz Wealth Management
New York
-$216K -2,304 Closed
TFA
972
Trinity Financial Advisors
Ohio
-$214K -2,279 Closed
WPC
973
Wedmont Private Capital
Pennsylvania
-$216K -2,264 Closed
TWM
974
Tradition Wealth Management
Minnesota
-$209K -2,225 Closed
CA
975
Commerzbank Aktiengesellschaft
Germany
-$208K -2,217 Closed