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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
LS
626
Livforsakringsbolaget Skandia
Sweden
$117K
PCM
627
Penserra Capital Management
California
$105K
OWP
628
ORG Wealth Partners
Texas
$105K
MA
629
Montag & Associates
Georgia
$105K
LFG
630
Larson Financial Group
Missouri
$103K
PWPS
631
Pinnacle Wealth Planning Services
Ohio
$97.3K
BC
632
Bayforest Capital
United Kingdom
$95.3K
HI
633
Harbour Investments
Wisconsin
$89.9K
SC
634
Steph & Co
Wisconsin
$85.7K
MPWT
635
MassMutual Private Wealth & Trust
Connecticut
$84.8K
CA
636
CoreCap Advisors
Michigan
$84.7K
GSEP
637
Golden State Equity Partners
California
$83.2K
Los Angeles Capital Management
638
Los Angeles Capital Management
California
$78.7K
PTC
639
Private Trust Company
Ohio
$76.8K
PWAM
640
Private Wealth Asset Management
Iowa
$73.8K
CT
641
Caldwell Trust
Florida
$72.6K
SWA
642
SOA Wealth Advisors
New York
$72.1K
TPCW
643
TD Private Client Wealth
New York
$68K
DCM
644
Dorato Capital Management
Colorado
$66.4K
GEA
645
Glen Eagle Advisors
New Jersey
$65.2K
PFBT
646
Parkside Financial Bank & Trust
Missouri
$60.3K
FHC
647
First Horizon Corporation
Tennessee
$55.1K
IRAG
648
Investment Research & Advisory Group
Georgia
$54.5K
SAM
649
Smartleaf Asset Management
Massachusetts
$53.6K
OCM
650
Orion Capital Management
California
$52.6K