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Brown & Brown

808 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

9% less funds holding

Funds holding: 884808 (-76)

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
808
Holders Change
-76
Holders Change %
-8.6%
% of All Funds
9.95%
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
WCM Investment Management
326
WCM Investment Management
California
$1.41M +$180K +2,496 +13%
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$1.4M +$62.5K +867 +4%
CAM
328
Cacti Asset Management
Georgia
$1.37M
IMCOOI
329
Investment Management Corp of Ontario (IMCO)
Canada
$1.36M +$93.7K +1,300 +7%
BAMF
330
BI Asset Management Fondsmaeglerselskab
Denmark
$1.33M +$596K +8,265 +68%
II
331
Inspire Investing
Idaho
$1.32M +$1.16M +16,121 +392%
WP
332
WealthPLAN Partners
Nebraska
$1.3M -$757K -10,499 -34%
ECM
333
Everence Capital Management
Indiana
$1.29M +$373K +5,176 +35%
FCM
334
Fairbanks Capital Management
California
$1.28M -$34.8K -483 -2%
Allianz Asset Management
335
Allianz Asset Management
Germany
$1.26M -$387K -5,371 -22%
FT
336
Fiduciary Trust
Massachusetts
$1.26M -$95K -1,318 -6%
Boston Partners
337
Boston Partners
Massachusetts
$1.25M +$139K +1,928 +11%
MOS
338
MGO One Seven
Ohio
$1.24M -$103K -1,428 -7%
Lido Advisors
339
Lido Advisors
California
$1.24M -$22.1K -306 -2%
QIM
340
Quantitative Investment Management
Virginia
$1.22M +$159K +2,212 +13%
TRSOTSOK
341
Teachers Retirement System of the State of Kentucky
Kentucky
$1.22M
Macquarie Group
342
Macquarie Group
Australia
$1.2M -$180K -2,497 -12%
AC
343
AXQ Capital
New Jersey
$1.19M +$841K +11,670 +177%
PAM
344
Peninsula Asset Management
Florida
$1.18M +$261K +3,620 +25%
AAIS
345
ABN AMRO Investment Solutions
$1.17M -$32M -443,558 -96%
MSU
346
Mizuho Securities USA
New York
$1.15M -$265K -3,681 -17%
AG
347
AmeriFlex Group
Nevada
$1.14M
AIM
348
Aigen Investment Management
New York
$1.13M +$1.25M +17,278 New
PIM
349
Pullen Investment Management
Florida
$1.12M +$1.24M +17,214 New
CWP
350
Cyndeo Wealth Partners
Florida
$1.1M +$92.8K +1,287 +8%