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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
CAM
476
Close Asset Management
United Kingdom
$478K
AS
477
Aware Super
Australia
$477K
EWA
478
EP Wealth Advisors
California
$466K
DC
479
Davenport & Co
Virginia
$464K
CCM
480
Copeland Capital Management
Pennsylvania
$463K
D.E. Shaw & Co
481
D.E. Shaw & Co
New York
$463K
SFG
482
SevenBridge Financial Group
Pennsylvania
$456K
HWAM
483
Hennion & Walsh Asset Management
New Jersey
$455K
CIC
484
Chilton Investment Company
Connecticut
$454K
MC
485
Moors & Cabot
Massachusetts
$452K
OL
486
Odyssean LLC
Connecticut
$449K
TFS
487
Thoroughbred Financial Services
Tennessee
$448K
SIM
488
Studio Investment Management
Illinois
$448K
SC
489
SummitTX Capital
Texas
$448K
XWM
490
Xcel Wealth Management
Florida
$446K
TPW
491
Talon Private Wealth
Florida
$439K
NRI
492
NFP Retirement Inc
California
$436K
TW
493
ticino wealth
California
$433K
GI
494
GAMMA Investing
California
$425K
JF
495
Jump Financial
Illinois
$420K
HAS
496
Holland Advisory Services
Florida
$419K
GCP
497
GSA Capital Partners
United Kingdom
$413K
RWM
498
Ritholtz Wealth Management
New York
$409K
BAAM
499
Baker Avenue Asset Management
California
$405K
OAM
500
Oppenheimer Asset Management
New York
$401K