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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
ZBNA
676
Zions Bancorporation, National Association
Utah
$24.3K
AGWCA
677
Annis Gardner Whiting Capital Advisors
Florida
$21.7K
BW
678
Basepoint Wealth
Iowa
$21.7K
EWP
679
Elevation Wealth Partners
California
$21.3K
GKIM
680
GW&K Investment Management
Massachusetts
$21K
FCAS
681
First Command Advisory Services
Texas
$20.5K
HFS
682
Horizon Financial Services
North Carolina
$19.9K
TPWA
683
Twin Peaks Wealth Advisors
California
$19.1K
CAL
684
Capital Advisors Ltd
Ohio
$19K
UBP
685
Union Bancaire Privee
Switzerland
$18.7K
DWM
686
Darwin Wealth Management
Florida
$17.7K
SIS
687
Sound Income Strategies
Florida
$16.5K
FMII
688
Farmers & Merchants Investments Inc
Nebraska
$16.3K
VCM
689
Versant Capital Management
Arizona
$16K
AA
690
Ancora Advisors
Ohio
$15.8K
SG
691
Sankala Group
Colorado
$15.1K
AUB
692
Atlantic Union Bankshares
Virginia
$15.1K
TC
693
Truvestments Capital
Florida
$15K
CT
694
Colonial Trust
South Carolina
$14.8K
WIM
695
Westside Investment Management
California
$14.2K
SS
696
SBI Securities
Japan
$13.6K
PSB
697
Piscataqua Savings Bank
New Hampshire
$13.3K
DJSG
698
D.J. St. Germain
Massachusetts
$13K
JWM
699
JPL Wealth Management
Colorado
$12.5K
EB
700
Eastern Bank
Massachusetts
$11.7K