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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
Corient Private Wealth
76
Corient Private Wealth
Florida
$41.2M +$17M +203,900 +60%
National Pension Service
77
National Pension Service
South Korea
$40.1M +$12.6M +151,373 +43%
Nomura Asset Management
78
Nomura Asset Management
Japan
$40.1M +$2.67M +32,020 +7%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$38.7M -$2.09M -25,091 -5%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$37.3M -$10.9M -131,110 -22%
AAIS
81
ABN AMRO Investment Solutions
$36.8M +$2.33M +27,870 +6%
EAM
82
EULAV Asset Management
Florida
$35.5M
CIBC Asset Management
83
CIBC Asset Management
Ontario, Canada
$34.4M +$29.6M +355,132 +460%
OCM
84
Osterweis Capital Management
California
$33.9M +$180K +2,155 +0.5%
Mitsubishi UFJ Trust & Banking
85
Mitsubishi UFJ Trust & Banking
Japan
$33.7M -$10.8M -129,225 -23%
CIM
86
Confluence Investment Management
Missouri
$32.9M +$9.59M +114,959 +39%
Citigroup
87
Citigroup
New York
$32.9M +$13.3M +159,945 +63%
TCM
88
TimesSquare Capital Management
New York
$32.7M -$6.66M -79,868 -16%
LPPI
89
Local Pensions Partnership Investment
United Kingdom
$32.4M +$1.42M +17,000 +4%
DDC
90
DF Dent & Co
Maryland
$30.8M +$8.47M +101,492 +36%
ESBC
91
E.S. Barr & Co
Kentucky
$28.9M +$4.84M +57,971 +19%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$27.8M -$4.34M -52,061 -13%
Russell Investments Group
93
Russell Investments Group
United Kingdom
$25.4M +$3.13M +37,485 +13%
PC
94
PhiloSmith Capital
Connecticut
$25.3M +$2.09M +25,000 +9%
Squarepoint
95
Squarepoint
New York
$24.9M -$308K -3,693 -1%
AllianceBernstein
96
AllianceBernstein
Tennessee
$24.6M +$1.38M +16,514 +6%
CAM
97
Cresset Asset Management
Illinois
$24.6M -$35.5K -425 -0.1%
GAM
98
Gotham Asset Management
New York
$24M -$16.3M -195,656 -39%
Stifel Financial
99
Stifel Financial
Missouri
$23.7M -$950K -11,382 -4%
DekaBank Deutsche Girozentrale
100
DekaBank Deutsche Girozentrale
Germany
$23.3M