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Brown & Brown

809 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

182% more call options, than puts

Call options by funds: $33.2M | Put options by funds: $11.8M

1.92% more ownership

Funds ownership: 79.91%81.84% (+1.9%)

1% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 302

8% less funds holding

Funds holding: 884809 (-75)

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
809
Holders Change
-75
Holders Change %
-8.48%
% of All Funds
9.96%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
98
Increased
306
Reduced
302
Closed
159
Calls
$33.2M
Puts
$11.8M
Net Calls
+$21.4M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
601
Anchor Investment Management
South Carolina
$208K -$1.8K -25 -0.8%
DIA
602
Dana Investment Advisors
Wisconsin
$207K +$229K +3,178 New
MFG
603
Merit Financial Group
Georgia
$206K +$24.9K +345 +12%
GVAG
604
Great Valley Advisor Group
Delaware
$204K -$15.6K -217 -6%
PFM
605
Patton Fund Management
Texas
$204K +$21.6K +299 +11%
GS
606
GTS Securities
New York
$202K -$73.6K -1,021 -25%
CCI
607
Credit Capital Investments
New Jersey
$202K
Fisher Asset Management
608
Fisher Asset Management
Washington
$202K -$32.3K -448 -13%
PAS
609
Park Avenue Securities
New York
$201K +$222K +3,075 New
PA
610
Parallel Advisors
California
$201K +$27.2K +377 +14%
BFO
611
Boston Family Office
Massachusetts
$200K -$15.5K -215 -7%
EWA
612
EverSource Wealth Advisors
Alabama
$194K +$154K +2,134 +253%
OA
613
Operose Advisors
Wisconsin
$189K
CIAM
614
Caitong International Asset Management
Hong Kong
$174K -$73.3K -1,017 -28%
AssetMark Inc
615
AssetMark Inc
California
$171K +$125K +1,728 +192%
FFA
616
Farther Finance Advisors
California
$165K -$7.21K -100 -4%
MCM
617
MAI Capital Management
Ohio
$163K +$20.3K +281 +13%
CA
618
Clearstead Advisors
Ohio
$159K +$81.2K +1,126 +86%
QC
619
Quent Capital
New York
$156K +$118K +1,640 +218%
NS
620
NBC Securities
Alabama
$151K -$721 -10 -0.4%
MG
621
Mather Group
Illinois
$142K -$48.7K -676 -24%
BTI
622
Blue Trust Inc
Georgia
$142K +$97.6K +1,354 +165%
AAM
623
Advisors Asset Management
Colorado
$135K +$149K +2,063 New
ST
624
Smithfield Trust
Pennsylvania
$122K -$1.15K -16 -0.8%
AF
625
Allworth Financial
California
$118K +$24.1K +335 +23%