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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
MP
576
Moment Partners
California
$243K
AWA
577
ARQ Wealth Advisors
Arizona
$243K
BP
578
Ballentine Partners
Massachusetts
$242K
CCA
579
Checchi Capital Advisers
California
$239K
WHCI
580
W.H. Cornerstone Investments
Massachusetts
$233K
QCG
581
Quadrant Capital Group
Ohio
$231K
QCM
582
QRG Capital Management
Illinois
$230K
ATPW
583
Ashton Thomas Private Wealth
Arizona
$229K
IA
584
IFP Advisors
Florida
$228K
XWL
585
XXI Wealth LLC
Illinois
$225K
EWM
586
Empirical Wealth Management
Washington
$224K
FRA
587
Frank Rimerman Advisors
California
$224K
SWA
588
Strategies Wealth Advisors
Michigan
$224K
ICP
589
Impact Capital Partners
Colorado
$223K
WIA
590
World Investment Advisors
California
$223K
RDWM
591
Red Door Wealth Management
Tennessee
$221K
NG
592
Norden Group
Utah
$221K
AWA
593
Arkadios Wealth Advisors
Georgia
$217K
PWP
594
Phillips Wealth Planners
Mississippi
$212K
MYIA
595
Mount Yale Investment Advisors
Colorado
$212K
SC
596
Syon Capital
California
$210K
BCI
597
Brinker Capital Investments
Pennsylvania
$210K
BAM
598
Blueshift Asset Management
New Jersey
$209K
TAM
599
Tocqueville Asset Management
New York
$209K
VM
600
Venator Management
Pennsylvania
$209K