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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
BF
701
BOK Financial
Oklahoma
$11.4K
RBI
702
Raiffeisen Bank International
Austria
$10.9K
BWA
703
Basecamp Wealth Advisors
Washington
$10.6K
SWP
704
Strategic Wealth Partners
Ohio
$10.5K
HPBT
705
Hickory Point Bank & Trust
Illinois
$10.1K
FFA
706
Frazier Financial Advisors
Ohio
$9.78K
RTL
707
Red Tortoise LLC
Georgia
$9.59K
RFP
708
Root Financial Partners
California
$9.06K
SA
709
SRH Advisors
Kansas
$8.87K
JWA
710
JFS Wealth Advisors
Pennsylvania
$8.61K
SIC
711
SJS Investment Consulting
Ohio
$8.41K
RCM
712
Richardson Capital Management
Wisconsin
$8.28K
TFA
713
Transamerica Financial Advisors
Florida
$8.25K
IWM
714
IMG Wealth Management
Florida
$8.15K
CTC
715
Central Trust Company
Missouri
$8.09K
KAS
716
Kemnay Advisory Services
New York
$7.7K
SWM
717
SHP Wealth Management
Massachusetts
$7.69K
MCM
718
MV Capital Management
Maryland
$7.37K
FPF
719
First Pacific Financial
Washington
$7.3K
TF
720
Tompkins Financial
New York
$7.24K
WA
721
Whipplewood Advisors
Colorado
$6.98K
BGAI
722
Bruce G. Allen Investments
Colorado
$6.65K
JSAM
723
J. Safra Asset Management
New York
$6.52K
CPG
724
Cornerstone Planning Group
New Jersey
$6.28K
WA
725
Westfuller Advisors
New York
$6.07K