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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
CFO
351
Callan Family Office
Pennsylvania
$1.09M -$240K -3,335 -17%
HIMCH
352
Hartford Investment Management Co (HIMCO)
Connecticut
$1.09M -$31K -430 -3%
RC
353
Roundview Capital
New Jersey
$1.09M -$506K -7,025 -30%
ECSS
354
Eurizon Capital SGR SpA
$1.08M -$6.63K -92 -0.6%
EWM
355
Evermay Wealth Management
Virginia
$1.08M
NB
356
Norinchukin Bank
Japan
$1.04M -$5.12K -71 -0.4%
SS
357
Sunbelt Securities
Texas
$1.04M +$479K +6,648 +72%
Canada Pension Plan Investment Board
358
Canada Pension Plan Investment Board
Ontario, Canada
$1.02M -$57.2K -793 -5%
MGP
359
Metis Global Partners
California
$1.02M -$92.2K -1,279 -8%
CL
360
CVFG LLC
Indiana
$1.01M +$1.12M +15,494 New
CL
361
CIM LLC
New York
$989K -$1.38M -19,133 -56%
MFG
362
Monte Financial Group
Connecticut
$989K +$249K +3,453 +29%
LSERS
363
Louisiana State Employees Retirement System
Louisiana
$972K -$7.21K -100 -0.7%
HWM
364
HB Wealth Management
Georgia
$970K +$68.6K +951 +7%
M&T Bank
365
M&T Bank
New York
$952K -$284K -3,941 -21%
IFU
366
iSAM Funds (UK)
United Kingdom
$947K +$1.05M +14,526 New
Mercer Global Advisors
367
Mercer Global Advisors
Colorado
$935K +$131K +1,820 +15%
OAM
368
Ostrum Asset Management
France
$934K +$15.1K +210 +1%
TRCT
369
Tower Research Capital (TRC)
New York
$932K +$577K +8,004 +127%
VA
370
Vident Advisory
Georgia
$926K +$450K +6,240 +78%
TSS
371
Two Sigma Securities
New York
$916K +$1.01M +14,044 New
MG
372
Markel Group
Virginia
$913K +$216K +3,000 +27%
MSRPS
373
Maryland State Retirement & Pension System
Maryland
$907K
CL
374
Choreo LLC
Illinois
$902K -$138K -1,913 -12%
ALMGDA
375
AG2R La Mondiale Gestion d'Actifs
France
$901K +$13.2K +183 +1%