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Brown & Brown

801 hedge funds and large institutions have $18.2B invested in Brown & Brown in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 304 increasing their positions, 298 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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)

37% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 158

Holders
801
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.2M
Puts
$11.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UM
276
UniSuper Management
Australia
$2.35M
IF
277
Integrity Financial
Wyoming
$2.33M
Credit Agricole
278
Credit Agricole
France
$2.33M
ASN
279
Advisory Services Network
Georgia
$2.3M
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$2.29M
CIC
281
Crawford Investment Counsel
Georgia
$2.24M
OPERF
282
Oregon Public Employees Retirement Fund
Oregon
$2.19M
STA
283
Summit Trail Advisors
New York
$2.18M
TCA
284
Transcend Capital Advisors
New Jersey
$2.15M
SPIA
285
Steward Partners Investment Advisory
New York
$2.1M
TI
286
Tidal Investments
Wisconsin
$2.07M
PFS
287
Prospera Financial Services
Texas
$2.03M
JG
288
Jain Global
New York
$2.02M
IIM
289
INTECH Investment Management
Florida
$2.02M
DGM
290
Delta Global Management
New York
$2.01M
CIS
291
Capital International Sarl
California
$2.01M
OAM
292
OP Asset Management
$2M
CIC
293
Carnegie Investment Counsel
Ohio
$1.98M
HighTower Advisors
294
HighTower Advisors
Illinois
$1.97M
AF
295
Avanza Fonder
Sweden
$1.97M
Pathstone Holdings
296
Pathstone Holdings
New Jersey
$1.93M
EFP
297
Elser Financial Planning
Indiana
$1.92M
EF
298
Empowered Funds
Pennsylvania
$1.88M
SOADOR
299
State of Alaska Department of Revenue
Alaska
$1.88M
Bessemer Group
300
Bessemer Group
New Jersey
$1.86M