BRO icon

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
EWP
676
Elevation Wealth Partners
California
$21.3K
GKIM
677
GW&K Investment Management
Massachusetts
$21K
FCAS
678
First Command Advisory Services
Texas
$20.5K
HFS
679
Horizon Financial Services
North Carolina
$19.9K
TPWA
680
Twin Peaks Wealth Advisors
California
$19.1K
CAL
681
Capital Advisors Ltd
Ohio
$19K
UBP
682
Union Bancaire Privee
Switzerland
$18.7K
DWM
683
Darwin Wealth Management
Florida
$17.7K
SIS
684
Sound Income Strategies
Florida
$16.5K
FMII
685
Farmers & Merchants Investments Inc
Nebraska
$16.3K
VCM
686
Versant Capital Management
Arizona
$16K
AA
687
Ancora Advisors
Ohio
$15.8K
SG
688
Sankala Group
Colorado
$15.1K
AUB
689
Atlantic Union Bankshares
Virginia
$15.1K
TC
690
Truvestments Capital
Florida
$15K
CT
691
Colonial Trust
South Carolina
$14.8K
WIM
692
Westside Investment Management
California
$14.2K
SS
693
SBI Securities
Japan
$13.6K
PSB
694
Piscataqua Savings Bank
New Hampshire
$13.3K
DJSG
695
D.J. St. Germain
Massachusetts
$13K
JWM
696
JPL Wealth Management
Colorado
$12.5K
EB
697
Eastern Bank
Massachusetts
$11.7K
BF
698
BOK Financial
Oklahoma
$11.4K
RBI
699
Raiffeisen Bank International
Austria
$10.9K
SWP
700
Strategic Wealth Partners
Ohio
$10.5K