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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
EB
701
Eastern Bank
Massachusetts
$11.7K
BF
702
BOK Financial
Oklahoma
$11.4K +$12.6K +175 New
RBI
703
Raiffeisen Bank International
Austria
$10.9K -$592K -8,219 -98%
BWA
704
Basecamp Wealth Advisors
Washington
$10.6K
SWP
705
Strategic Wealth Partners
Ohio
$10.5K -$13.8K -191 -54%
HPBT
706
Hickory Point Bank & Trust
Illinois
$10.1K +$11.2K +155 New
FFA
707
Frazier Financial Advisors
Ohio
$9.78K
RTL
708
Red Tortoise LLC
Georgia
$9.59K
RFP
709
Root Financial Partners
California
$9.06K -$7.14K -99 -42%
SA
710
SRH Advisors
Kansas
$8.87K
JWA
711
JFS Wealth Advisors
Pennsylvania
$8.61K -$4.83K -67 -34%
SIC
712
SJS Investment Consulting
Ohio
$8.41K +$7.06K +98 +316%
RCM
713
Richardson Capital Management
Wisconsin
$8.28K +$9.15K +127 New
TFA
714
Transamerica Financial Advisors
Florida
$8.25K +$3.46K +48 +62%
IWM
715
IMG Wealth Management
Florida
$8.15K +$9.01K +125 New
CTC
716
Central Trust Company
Missouri
$8.09K +$3.75K +52 +72%
KAS
717
Kemnay Advisory Services
New York
$7.7K +$8.51K +118 New
SWM
718
SHP Wealth Management
Massachusetts
$7.69K +$1.15K +16 +16%
MCM
719
MV Capital Management
Maryland
$7.37K -$1.44K -20 -15%
FPF
720
First Pacific Financial
Washington
$7.3K +$5.48K +76 +211%
TF
721
Tompkins Financial
New York
$7.24K
WA
722
Whipplewood Advisors
Colorado
$6.98K +$505 +7 +7%
BGAI
723
Bruce G. Allen Investments
Colorado
$6.65K -$20.1K -279 -73%
JSAM
724
J. Safra Asset Management
New York
$6.52K -$5.05K -70 -41%
CPG
725
Cornerstone Planning Group
New Jersey
$6.28K -$15.1K -210 -66%