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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
CB
526
Centennial Bank
Arkansas
$347K
AWM
527
Apollon Wealth Management
South Carolina
$340K
BFM
528
Boothbay Fund Management
New York
$339K
VI
529
Vestcor Inc
New Brunswick, Canada
$338K
MA
530
Mutual Advisors
Nebraska
$337K
BFPW
531
BOK Financial Private Wealth
Colorado
$336K
BCM
532
Boreal Capital Management
Florida
$333K
FCP
533
Fidelis Capital Partners
Florida
$333K
DILIC
534
Dai-ichi Life Insurance Company
Japan
$331K
S
535
SignatureFD
Georgia
$327K
PFM
536
Phillips Financial Management
Indiana
$323K
RCM
537
RMR Capital Management
California
$321K
HCA
538
Harbor Capital Advisors
Illinois
$318K
Jane Street
539
Jane Street
New York
$316K
GWM
540
Gibbs Wealth Management
Georgia
$313K
BZWA
541
Blue Zone Wealth Advisors
California
$313K
GWP
542
Gen-Wealth Partners
Michigan
$305K
TG
543
TCW Group
California
$300K
FPCG
544
Forum Private Client Group
Indiana
$299K
HFS
545
Hantz Financial Services
Michigan
$298K
WI
546
WBI Investments
New Jersey
$297K
FNBOO
547
First National Bank of Omaha
Nebraska
$294K
NFG
548
Northbridge Financial Group
Florida
$294K
MAS
549
Meeder Advisory Services
Ohio
$294K
SAM
550
Strategy Asset Managers
California
$290K