We are live on ! Find out more
BRO icon

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
OL
651
OneFund LLC
Florida
$52.1K
GCM
652
Gables Capital Management
Florida
$43.6K
SWIM
653
Smallwood Wealth Investment Management
New Jersey
$43.6K
DWP
654
Destiny Wealth Partners
Florida
$43.1K
C
655
Covestor
United Kingdom
$43K
CFO
656
CVA Family Office
Colorado
$42.6K
CH
657
Cromwell Holdings
Wyoming
$40.6K
CW
658
Curio Wealth
Maryland
$39.2K
JFGIW
659
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38.4K
OCWP
660
Owl Creek Wealth Partners
Colorado
$37K
ADL
661
Asset Dedication LLC
California
$36.5K
GIM
662
Generali Investments Management
Slovenia
$35.3K
CVM
663
Cheviot Value Management
California
$34.6K
OAJ
664
Ogorek Anthony Joseph
New York
$33K
FPB
665
First PREMIER Bank
South Dakota
$28K
RIL
666
Rothschild Investment LLC
Illinois
$27.5K
CCA
667
Catalyst Capital Advisors
New York
$27.4K
TFIPS
668
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.7K
EPIMS
669
Evelyn Partners Investment Management Services
$26.2K
BOTPPF
670
Board of the Pension Protection Fund
United Kingdom
$26.1K
AAG
671
Armstrong Advisory Group
Massachusetts
$26.1K
WSFS
672
Wilmington Savings Fund Society
Delaware
$26.1K
BHWM
673
Beaird Harris Wealth Management
Texas
$26K
TFM
674
TFC Financial Management
Massachusetts
$25.2K
CSP
675
Cary Street Partners
Virginia
$24.8K