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Brown & Brown

804 hedge funds and large institutions have $18.2B invested in Brown & Brown in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 304 increasing their positions, 300 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: 99 | Existing positions closed: 159

Holders
804
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
DWP
651
Destiny Wealth Partners
Florida
$43.1K
C
652
Covestor
United Kingdom
$43K
CFO
653
CVA Family Office
Colorado
$42.6K
CH
654
Cromwell Holdings
Wyoming
$40.6K
CW
655
Curio Wealth
Maryland
$39.2K
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38.4K
OCWP
657
Owl Creek Wealth Partners
Colorado
$37K
ADL
658
Asset Dedication LLC
California
$36.5K
GIM
659
Generali Investments Management
Slovenia
$35.3K
CVM
660
Cheviot Value Management
California
$34.6K
OAJ
661
Ogorek Anthony Joseph
New York
$33K
FPB
662
First PREMIER Bank
South Dakota
$28K
RIL
663
Rothschild Investment LLC
Illinois
$27.5K
CCA
664
Catalyst Capital Advisors
New York
$27.4K
TFIPS
665
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.7K
EPIMS
666
Evelyn Partners Investment Management Services
$26.2K
BOTPPF
667
Board of the Pension Protection Fund
United Kingdom
$26.1K
AAG
668
Armstrong Advisory Group
Massachusetts
$26.1K
WSFS
669
Wilmington Savings Fund Society
Delaware
$26.1K
BHWM
670
Beaird Harris Wealth Management
Texas
$26K
TFM
671
TFC Financial Management
Massachusetts
$25.2K
CSP
672
Cary Street Partners
Virginia
$24.8K
ZBNA
673
Zions Bancorporation, National Association
Utah
$24.3K
AGWCA
674
Annis Gardner Whiting Capital Advisors
Florida
$21.7K
BW
675
Basepoint Wealth
Iowa
$21.7K