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Brown & Brown

801 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, 298 reducing their positions, and 158 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)

37% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 158

Holders
801
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
HFS
676
Horizon Financial Services
North Carolina
$19.9K
TPWA
677
Twin Peaks Wealth Advisors
California
$19.1K
CAL
678
Capital Advisors Ltd
Ohio
$19K
UBP
679
Union Bancaire Privee
Switzerland
$18.7K
DWM
680
Darwin Wealth Management
Florida
$17.7K
SIS
681
Sound Income Strategies
Florida
$16.5K
FMII
682
Farmers & Merchants Investments Inc
Nebraska
$16.3K
VCM
683
Versant Capital Management
Arizona
$16K
AA
684
Ancora Advisors
Ohio
$15.8K
SG
685
Sankala Group
Colorado
$15.1K
AUB
686
Atlantic Union Bankshares
Virginia
$15.1K
TC
687
Truvestments Capital
Florida
$15K
CT
688
Colonial Trust
South Carolina
$14.8K
WIM
689
Westside Investment Management
California
$14.2K
SS
690
SBI Securities
Japan
$13.6K
PSB
691
Piscataqua Savings Bank
New Hampshire
$13.3K
DJSG
692
D.J. St. Germain
Massachusetts
$13K
JWM
693
JPL Wealth Management
Colorado
$12.5K
EB
694
Eastern Bank
Massachusetts
$11.7K
BF
695
BOK Financial
Oklahoma
$11.4K
RBI
696
Raiffeisen Bank International
Austria
$10.9K
SWP
697
Strategic Wealth Partners
Ohio
$10.5K
HPBT
698
Hickory Point Bank & Trust
Illinois
$10.1K
FFA
699
Frazier Financial Advisors
Ohio
$9.78K
RTL
700
Red Tortoise LLC
Georgia
$9.59K