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
KP
976
Keel Point
Alabama
-$207K -2,212 Closed
KCPG
977
Kavar Capital Partners Group
Kansas
-$205K -2,188 Closed
WAG
978
Wallace Advisory Group
California
-$240K -2,168 Closed
MAM
979
Milestone Asset Management
Pennsylvania
-$201K -2,148 Closed
BRWA
980
B. Riley Wealth Advisors
Florida
-$201K -2,142 Closed
LFA
981
Legacy Financial Advisors
Kentucky
-$201K -2,142 Closed
RFG
982
RFP Financial Group
Georgia
-$201K -1,970 Closed
FDP
983
Financiere des Professionnels
Quebec, Canada
-$106K -1,131 Closed
CI Investments Inc
984
CI Investments Inc
Ontario, Canada
-$88K -934 Closed
TWD
985
True Wealth Design
Ohio
-$54.5K -581 Closed
ATC
986
Adirondack Trust Company
New York
-$43K -459 Closed
GWSG
987
GPS Wealth Strategies Group
Colorado
-$26.7K -285 Closed
JWM
988
JPL Wealth Management
Colorado
-$18.7K -199 Closed
CT
989
Clearstead Trust
Maine
-$17.7K -189 Closed
BF
990
BOK Financial
Oklahoma
-$14.6K -156 Closed
RA
991
Rise Advisors
New York
-$12.6K -134 Closed
IUHSA
992
Itau Unibanco Holding S.A.
Brazil
-$9.66K -103 Closed
HWA
993
HHM Wealth Advisors
Tennessee
-$9.38K -100 Closed
PAM
994
Palisade Asset Management
Minnesota
-$8.63K -92 Closed
AWM
995
Activest Wealth Management
Florida
-$6.75K -72 Closed
TIM
996
Tortoise Investment Management
New York
-$4.6K -49 Closed
JFG
997
JDM Financial Group
Texas
-$4.22K -45 Closed
CCM
998
Cloud Capital Management
Washington
-$2K -24 Closed
TCA
999
Trifecta Capital Advisors
Illinois
-$2.25K -24 Closed
MAM
1000
Marquette Asset Management
Minnesota
-$2.06K -22 Closed