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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
PVI
501
Pine Valley Investments
New Jersey
$401K
WA
502
Waverly Advisors
Alabama
$397K
AIA
503
AssuredPartners Investment Advisors
Florida
$397K
TPI
504
Trust Point Inc
Wisconsin
$395K
HNB
505
Huntington National Bank
Ohio
$394K
BP
506
BBR Partners
New York
$391K
KAS
507
Kestra Advisory Services
Texas
$390K
RWP
508
RWA Wealth Partners
Massachusetts
$388K
LSA
509
Leonteq Securities AG
Switzerland
$383K
GIA
510
Gateway Investment Advisers
Ohio
$381K
EGM
511
Engineers Gate Manager
New York
$381K
VF
512
Virtu Financial
New York
$380K
Vontobel Holding
513
Vontobel Holding
Switzerland
$378K
ECM
514
Evergreen Capital Management
Washington
$374K
WP
515
Woodline Partners
California
$372K
RWM
516
Revisor Wealth Management
Ohio
$371K
AO
517
Advisor OS
Illinois
$370K
EPW
518
Evolve Private Wealth
California
$369K
VAM
519
Verity Asset Management
North Carolina
$369K
VSQM
520
V-Square Quantitative Management
Illinois
$367K
SBFM
521
S-Bank Fund Management
Finland
$365K
MA
522
MJP Associates
Connecticut
$363K
MFS
523
Mirabella Financial Services
United Kingdom
$352K
JSW
524
Journey Strategic Wealth
New Jersey
$351K
ANBOT
525
American National Bank of Texas
Texas
$350K