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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
RFP
701
Root Financial Partners
California
$9.06K
SA
702
SRH Advisors
Kansas
$8.87K
JWA
703
JFS Wealth Advisors
Pennsylvania
$8.61K
SIC
704
SJS Investment Consulting
Ohio
$8.41K
RCM
705
Richardson Capital Management
Wisconsin
$8.28K
TFA
706
Transamerica Financial Advisors
Florida
$8.25K
IWM
707
IMG Wealth Management
Florida
$8.15K
CTC
708
Central Trust Company
Missouri
$8.09K
KAS
709
Kemnay Advisory Services
New York
$7.7K
SWM
710
SHP Wealth Management
Massachusetts
$7.69K
MCM
711
MV Capital Management
Maryland
$7.37K
FPF
712
First Pacific Financial
Washington
$7.3K
TF
713
Tompkins Financial
New York
$7.24K
WA
714
Whipplewood Advisors
Colorado
$6.98K
BGAI
715
Bruce G. Allen Investments
Colorado
$6.65K
JSAM
716
J. Safra Asset Management
New York
$6.52K
CPG
717
Cornerstone Planning Group
New Jersey
$6.28K
WA
718
Westfuller Advisors
New York
$6.07K
GWS
719
Greykasell Wealth Strategies
California
$5.74K
BIA
720
Bell Investment Advisors
California
$5.54K
MIM
721
MTM Investment Management
South Carolina
$5.54K
KFI
722
Key Financial Inc
Pennsylvania
$5.48K
CWA
723
Carolina Wealth Advisors
South Carolina
$5.48K
CFM
724
Cornerstone Financial Management
Massachusetts
$5.48K
RS
725
Rakuten Securities
Japan
$5.22K