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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
Brown Advisory
551
Brown Advisory
Maryland
$288K
LCWP
552
Legacy Capital Wealth Partners
Arkansas
$285K
Teacher Retirement System of Texas
553
Teacher Retirement System of Texas
Texas
$283K
FIA
554
Foundations Investment Advisors
Arizona
$283K
AA
555
Apriem Advisors
California
$283K
CW
556
CreativeOne Wealth
Kansas
$282K
Assenagon Asset Management
557
Assenagon Asset Management
Luxembourg
$282K
TE
558
Tema ETFs
New York
$281K
SIA
559
Serenity Investment Advisors
Illinois
$280K
BFIM
560
Beese Fulmer Investment Management
Ohio
$279K
OCA
561
OpenArc Corporate Advisory
Georgia
$277K
AV
562
ASR Vermogensbeheer
Netherlands
$275K
BAM
563
Belpointe Asset Management
Nevada
$270K
SFI
564
Siemens Fonds Invest
Germany
$270K
PIWA
565
Prevail Innovative Wealth Advisors
Kansas
$270K
CPCPP
566
Canada Post Corporation Pension Plan
Canada
$268K
CSPIA
567
Cary Street Partners Investment Advisory
Virginia
$265K
WTB
568
Washington Trust Bank
Washington
$263K
CAG
569
Crestwood Advisors Group
Massachusetts
$261K
MIC
570
Means Investment Company
Maine
$261K
VIM
571
VELA Investment Management
Ohio
$260K
RFC
572
Regions Financial Corp
Alabama
$255K
ST
573
Somerset Trust
Pennsylvania
$248K
GKFF
574
George Kaiser Family Foundation
Oklahoma
$246K
PGCM
575
Prescott Group Capital Management
Oklahoma
$246K