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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
RCA
401
Resonant Capital Advisors
Wisconsin
$740K
OIMU
402
Osmosis Investment Management UK
United Kingdom
$734K
UCFA
403
United Capital Financial Advisors
Texas
$731K
WAP
404
Wealthcare Advisory Partners
Pennsylvania
$727K
Thrivent Financial for Lutherans
405
Thrivent Financial for Lutherans
Minnesota
$723K
Schroder Investment Management Group
406
Schroder Investment Management Group
United Kingdom
$722K
CWG
407
C WorldWide Group
Denmark
$719K
LOPW
408
Live Oak Private Wealth
North Carolina
$715K
First Trust Advisors
409
First Trust Advisors
Illinois
$715K
BHCM
410
Brevan Howard Capital Management
Jersey
$715K
ET
411
Equitable Trust
Tennessee
$711K
CCM
412
Chaney Capital Management
Washington
$708K
BIG
413
Brooklyn Investment Group
New York
$706K
SCB
414
Saudi Central Bank
Saudi Arabia
$699K
TYCC
415
Texas Yale Capital Corp
Florida
$694K
GSCM
416
Greenfield Seitz Capital Management
Texas
$691K
BCV
417
Banque Cantonale Vaudoise
Switzerland
$686K
SRA
418
Secured Retirement Advisors
Minnesota
$672K
N
419
Numerai
California
$668K
EOJOAM
420
E. Ohman J:or Asset Management
Sweden
$665K
HI
421
Horizon Investments
North Carolina
$661K
PWP
422
Parkwoods Wealth Partners
New York
$655K
PIM
423
Penobscot Investment Management
Massachusetts
$655K
AIM
424
Access Investment Management
Georgia
$652K
HAM
425
Harmony Asset Management
Arizona
$652K