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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

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)

38% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 159

Holders
808
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
GT
376
Greenleaf Trust
Michigan
$892K
NMERB
377
New Mexico Educational Retirement Board
New Mexico
$887K
GT
378
Glenmede Trust
Pennsylvania
$883K
WS
379
Wedbush Securities
California
$877K
Wealthfront Advisers
380
Wealthfront Advisers
California
$869K
IG
381
ING Group
Netherlands
$867K
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$867K
CS
383
Cannell & Spears
New York
$866K
CIA
384
Capital Investment Advisors
Georgia
$845K
Wealth Enhancement Advisory Services
385
Wealth Enhancement Advisory Services
Minnesota
$844K
CIA
386
Compass Ion Advisors
Pennsylvania
$834K
CPA
387
Cathy Pareto & Associates
Florida
$832K
TWM
388
Trueblood Wealth Management
Ohio
$819K
SW
389
SlateStone Wealth
Florida
$817K
SF
390
Summit Financial
New Jersey
$788K
CSI
391
Cross Staff Investments
New York
$788K
OQS
392
Occudo Quantitative Strategies
Florida
$780K
CGH
393
Crossmark Global Holdings
Texas
$766K
CIA
394
Concurrent Investment Advisors
Florida
$766K
TMAM
395
Tokio Marine Asset Management
Japan
$764K
BMSSC
396
B. Metzler seel. Sohn & Co
Germany
$758K
GC
397
Gilbert & Cook
Iowa
$758K
DT
398
Diversified Trust
Tennessee
$751K
SFA
399
Sequoia Financial Advisors
Ohio
$747K
BIA
400
Benchmark Investment Advisors
Illinois
$742K