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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
HPBT
701
Hickory Point Bank & Trust
Illinois
$10.1K
FFA
702
Frazier Financial Advisors
Ohio
$9.78K
RTL
703
Red Tortoise LLC
Georgia
$9.59K
RFP
704
Root Financial Partners
California
$9.06K
SA
705
SRH Advisors
Kansas
$8.87K
JWA
706
JFS Wealth Advisors
Pennsylvania
$8.61K
SIC
707
SJS Investment Consulting
Ohio
$8.41K
RCM
708
Richardson Capital Management
Wisconsin
$8.28K
TFA
709
Transamerica Financial Advisors
Florida
$8.25K
IWM
710
IMG Wealth Management
Florida
$8.15K
CTC
711
Central Trust Company
Missouri
$8.09K
KAS
712
Kemnay Advisory Services
New York
$7.7K
SWM
713
SHP Wealth Management
Massachusetts
$7.69K
MCM
714
MV Capital Management
Maryland
$7.37K
FPF
715
First Pacific Financial
Washington
$7.3K
TF
716
Tompkins Financial
New York
$7.24K
WA
717
Whipplewood Advisors
Colorado
$6.98K
BGAI
718
Bruce G. Allen Investments
Colorado
$6.65K
JSAM
719
J. Safra Asset Management
New York
$6.52K
CPG
720
Cornerstone Planning Group
New Jersey
$6.28K
WA
721
Westfuller Advisors
New York
$6.07K
GWS
722
Greykasell Wealth Strategies
California
$5.74K
BIA
723
Bell Investment Advisors
California
$5.54K
MIM
724
MTM Investment Management
South Carolina
$5.54K
KFI
725
Key Financial Inc
Pennsylvania
$5.48K