We are live on ! Find out more
BRO icon

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
SOADOR
301
State of Alaska Department of Revenue
Alaska
$1.88M -$14.4K -200 -0.7%
Bessemer Group
302
Bessemer Group
New Jersey
$1.86M -$589K -8,168 -22%
SLAM
303
Swiss Life Asset Management
$1.85M +$410K +5,681 +25%
Mirae Asset Global ETFs Holdings
304
Mirae Asset Global ETFs Holdings
Hong Kong
$1.84M -$6.7K -93 -0.3%
TWC
305
TD Waterhouse Canada
Ontario, Canada
$1.83M +$2.03M +28,206 +12,879%
I
306
INVST
Indiana
$1.83M +$277K +3,849 +16%
WIM
307
WealthPlan Investment Management
Nebraska
$1.77M -$1.4M -19,449 -42%
MWM
308
Maridea Wealth Management
New York
$1.74M +$233K +3,228 +14%
AI
309
Atria Investments
North Carolina
$1.74M +$462K +6,404 +32%
MHS
310
M Holdings Securities
Oregon
$1.73M -$288 -4 -0%
IIC
311
Ironwood Investment Counsel
Arizona
$1.72M -$1.8K -25 -0.1%
ICP
312
Ironvine Capital Partners
Nebraska
$1.69M +$426K +5,909 +30%
JKA
313
Jones Kertz & Associates
Minnesota
$1.69M +$1.86M +25,860 New
Pacer Advisors
314
Pacer Advisors
Pennsylvania
$1.62M +$131K +1,815 +8%
SC
315
Savant Capital
Illinois
$1.62M +$14.1K +196 +0.8%
Public Employees Retirement Association of Colorado
316
Public Employees Retirement Association of Colorado
Colorado
$1.6M
Janus Henderson Group
317
Janus Henderson Group
United Kingdom
$1.59M -$126K -1,754 -7%
NWMG
318
Nicholson Wealth Management Group
South Carolina
$1.59M +$127K +1,755 +8%
HA
319
Harbor Advisors
Florida
$1.57M
SIC
320
Salem Investment Counselors
North Carolina
$1.57M
SO
321
STRS Ohio
Ohio
$1.52M -$8.65K -120 -0.5%
HW
322
Hancock Whitney
Mississippi
$1.49M +$1.01K +14 +0.1%
TVPW
323
Third View Private Wealth
Connecticut
$1.47M +$195K +2,704 +14%
GIBU
324
Gulf International Bank (UK)
United Kingdom
$1.45M +$493K +6,843 +45%
AIP
325
Ameritas Investment Partners
Nebraska
$1.42M +$295K +4,096 +23%