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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
FAM
26
Fenimore Asset Management
New York
$145M +$2.86M +39,625 +2%
ProShare Advisors
27
ProShare Advisors
Maryland
$143M +$24.4M +338,191 +18%
UBS Group
28
UBS Group
Switzerland
$121M -$8.43M -116,893 -6%
Charles Schwab
29
Charles Schwab
California
$119M +$5.33M +73,886 +4%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$115M +$29.7M +411,663 +30%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$112M -$905K -12,552 -0.7%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$108M +$118M +1,633,553 +2,190%
VFT
33
Vanguard Fiduciary Trust
Pennsylvania
$107M +$119M +1,646,933 New
GC
34
Gobi Capital
California
$106M +$13.9M +192,369 +13%
Renaissance Technologies
35
Renaissance Technologies
New York
$103M +$36M +499,902 +47%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$100M +$111M +1,537,185 New
UBS AM
37
UBS AM
Illinois
$98.7M +$1.61M +22,367 +2%
PCH
38
Polar Capital Holdings
United Kingdom
$93.9M +$37.1M +515,000 +56%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$90.7M +$140K +1,941 +0.1%
TIA
40
Tandem Investment Advisors
South Carolina
$77.3M -$7.69M -106,674 -8%
Two Sigma Investments
41
Two Sigma Investments
New York
$76M +$84M +1,165,284 New
RG
42
Rathbones Group
United Kingdom
$75.3M +$12.5M +173,265 +18%
Legal & General Group
43
Legal & General Group
United Kingdom
$72.5M -$30.6K -424 -0%
Verition Fund Management
44
Verition Fund Management
Connecticut
$70.9M +$11.5M +159,013 +17%
Kayne Anderson Rudnick Investment Management
45
Kayne Anderson Rudnick Investment Management
California
$67.1M -$5.66M -78,565 -7%
Citadel Advisors
46
Citadel Advisors
Florida
$64.3M +$63M +873,974 +775%
CIP
47
Champlain Investment Partners
Vermont
$63.1M -$9.45M -131,036 -12%
SAM
48
Storebrand Asset Management
Norway
$61.7M +$18.5M +256,564 +37%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$57M +$59.8M +829,868 +1,909%
Raymond James Financial
50
Raymond James Financial
Florida
$55.8M -$11M -152,354 -15%