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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
GIA
176
GHP Investment Advisors
Colorado
$7.73M +$2.24M +26,887 +38%
CCM
177
Channing Capital Management
Illinois
$7.59M +$7.95M +95,267 New
CA
178
Cornerstone Advisors
North Carolina
$7.57M +$7.93M +95,028 New
MWM
179
Moran Wealth Management
Florida
$7.45M +$7.8M +93,521 New
CI
180
Cooper Investors
Australia
$7.38M
MSV
181
MN Services Vermogensbeheer
Netherlands
$7.35M +$104K +1,248 +1%
PNAA
182
Pictet North America Advisors
Switzerland
$7.34M -$560K -6,712 -7%
RGC
183
Redwood Grove Capital
California
$7.33M +$7.68M +92,000 New
FMC
184
First Merchants Corp
Indiana
$7.23M -$96.6K -1,158 -1%
Rafferty Asset Management
185
Rafferty Asset Management
New York
$7.14M -$662K -7,936 -8%
WTC
186
WhitTier Trust Company
Nevada
$7.12M +$918 +11 +0%
HBCM
187
Heron Bay Capital Management
Michigan
$7.11M -$12.6K -151 -0.2%
LF
188
Lansforsakringar Fondforvaltning
Sweden
$7.06M +$250 +3 +0%
KCM
189
Kennedy Capital Management
Missouri
$7.01M -$254K -3,044 -3%
US Bancorp
190
US Bancorp
Minnesota
$7M -$73.3K -879 -1%
BA
191
BCM Advisors
Louisiana
$6.99M -$2K -24 -0%
Ohio Public Employees Retirement System (OPERS)
192
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.93M -$19.8K -237 -0.3%
BTW
193
Boston Trust Walden
Massachusetts
$6.88M +$1.55M +18,627 +28%
Handelsbanken Fonder
194
Handelsbanken Fonder
Sweden
$6.55M -$4.49M -53,800 -40%
MGWM
195
Marks Group Wealth Management
Minnesota
$6.42M -$506K -6,066 -7%
P
196
PensionDanmark
Denmark
$6.4M +$6.7M +80,280 New
Diamond Hill Capital Management
197
Diamond Hill Capital Management
Ohio
$6.35M
ASRS
198
Arizona State Retirement System
Arizona
$6.33M -$695K -8,334 -9%
Mariner
199
Mariner
Kansas
$6.23M +$291K +3,492 +5%
MFAM
200
Motley Fool Asset Management
Virginia
$6.17M -$850K -10,190 -12%