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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
ZBNA
676
Zions Bancorporation, National Association
Utah
$24.3K -$152K -2,107 -85%
AGWCA
677
Annis Gardner Whiting Capital Advisors
Florida
$21.7K -$39.3K -545 -62%
BW
678
Basepoint Wealth
Iowa
$21.7K
EWP
679
Elevation Wealth Partners
California
$21.3K +$23.6K +327 New
GKIM
680
GW&K Investment Management
Massachusetts
$21K -$2.09K -29 -8%
FCAS
681
First Command Advisory Services
Texas
$20.5K +$15.4K +213 +211%
HFS
682
Horizon Financial Services
North Carolina
$19.9K +$19K +264 +644%
TPWA
683
Twin Peaks Wealth Advisors
California
$19.1K +$21.1K +293 New
CAL
684
Capital Advisors Ltd
Ohio
$19K +$6.99K +97 +49%
UBP
685
Union Bancaire Privee
Switzerland
$18.7K +$27.2K +378 New
KPP
686
Kings Path Partners
Texas
$18.4K
DWM
687
Darwin Wealth Management
Florida
$17.7K
SIS
688
Sound Income Strategies
Florida
$16.5K +$144 +2 +0.8%
FMII
689
Farmers & Merchants Investments Inc
Nebraska
$16.3K +$7.21K +100 +67%
VCM
690
Versant Capital Management
Arizona
$16K +$1.15K +16 +7%
AA
691
Ancora Advisors
Ohio
$15.8K -$13.3K -185 -43%
SG
692
Sankala Group
Colorado
$15.1K
AUB
693
Atlantic Union Bankshares
Virginia
$15.1K +$14K +194 +511%
TC
694
Truvestments Capital
Florida
$15K +$3.03K +42 +22%
CT
695
Colonial Trust
South Carolina
$14.8K +$2.16K +30 +15%
WIM
696
Westside Investment Management
California
$14.2K
SS
697
SBI Securities
Japan
$13.6K -$1.01K -14 -6%
PSB
698
Piscataqua Savings Bank
New Hampshire
$13.3K
DJSG
699
D.J. St. Germain
Massachusetts
$13K
JWM
700
JPL Wealth Management
Colorado
$12.5K +$13.8K +192 New