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Brown & Brown

809 hedge funds and large institutions have $18.2B invested in Brown & Brown in 2026 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 306 increasing their positions, 302 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $33.2M | Put options by funds: $11.8M

1.92% more ownership

Funds ownership: 79.91%81.84% (+1.9%)

1% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 302

8% less funds holding

Funds holding: 884809 (-75)

16% less capital invested

Capital invested by funds: $21.7B → $18.2B (-$3.57B)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

38% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 159

Holders
809
Holders Change
-75
Holders Change %
-8.48%
% of All Funds
9.96%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
98
Increased
306
Reduced
302
Closed
159
Calls
$33.2M
Puts
$11.8M
Net Calls
+$21.4M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
251
Cambridge Investment Research Advisors
Iowa
$3.24M +$1.45M +20,114 +68%
NA
252
NewEdge Advisors
Louisiana
$3.23M -$404K -5,601 -10%
II
253
IFM Investors
Australia
$3.22M -$232K -3,221 -6%
SAA
254
Southeast Asset Advisors
Georgia
$3.2M +$28.6K +397 +0.8%
Corient Private Wealth
255
Corient Private Wealth
Florida
$3.08M -$35.9M -498,200 -91%
URS
256
Utah Retirement Systems
Utah
$3.02M -$16.3K -226 -0.5%
Walleye Capital
257
Walleye Capital
New York
$2.92M -$1.77M -24,586 -35%
PFSRSONJ
258
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.9M
KBC Group
259
KBC Group
Belgium
$2.89M -$61.4K -852 -2%
VPIM
260
Vanguard Personalized Indexing Management
California
$2.87M +$861K +11,951 +37%
PNC
261
Park National Corp
Ohio
$2.87M -$48.1K -667 -1%
LIM
262
Leavell Investment Management
Alabama
$2.84M -$28.8K -400 -0.9%
RIM
263
Rakuten Investment Management
Japan
$2.83M +$351K +4,865 +13%
SI
264
Stephens Inc
Arkansas
$2.74M -$148K -2,059 -5%
DKCM
265
Davidson Kahn Capital Management
California
$2.73M +$617K +8,560 +26%
NIM
266
NEOS Investment Management
Connecticut
$2.72M +$756K +10,483 +34%
CCIA
267
Campbell & Co Investment Adviser
Maryland
$2.7M -$988K -13,712 -25%
SMDAM
268
Sumitomo Mitsui DS Asset Management
Japan
$2.68M +$78.6K +1,091 +3%
NYLIM
269
New York Life Investment Management
New York
$2.65M +$29.5K +409 +1%
BCIM
270
British Columbia Investment Management
British Columbia, Canada
$2.61M -$815K -11,305 -22%
NAM
271
Nissay Asset Management
Japan
$2.58M +$81.9K +1,136 +3%
MOACM
272
Mutual of America Capital Management
New York
$2.53M -$36.4K -505 -1%
CCM
273
Coldstream Capital Management
Washington
$2.52M +$681K +9,451 +32%
Cerity Partners
274
Cerity Partners
New York
$2.46M -$973K -13,499 -26%
LFS
275
Legacy Financial Strategies
Kansas
$2.41M +$199K +2,762 +8%