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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
CWA
726
Carolina Wealth Advisors
South Carolina
$5.48K
CFM
727
Cornerstone Financial Management
Massachusetts
$5.48K
RS
728
Rakuten Securities
Japan
$5.22K
AW
729
Avion Wealth
Texas
$5K
FFG
730
Forum Finance Group
$5K
KFAS
731
Keating Financial Advisory Services
Kansas
$4.96K
MCM
732
Manchester Capital Management
Vermont
$4.83K
HFS
733
Hughes Financial Services
Virginia
$4.83K
CSB
734
City State Bank
Iowa
$4.83K
CCWM
735
Cassaday & Co Wealth Management
Virginia
$4.63K
MAM
736
Meeder Asset Management
Ohio
$4.57K
USB
737
Union Savings Bank
Connecticut
$4.43K
MEG
738
Millstone Evans Group
Colorado
$4.24K
TWD
739
True Wealth Design
Ohio
$4.17K
AF
740
Advisornet Financial
Minnesota
$4.11K
NSIM
741
North Star Investment Management
Illinois
$4.04K
KG
742
Kilter Group
New York
$3.85K
BCWM
743
Bartlett & Co Wealth Management
Ohio
$3.63K
PWA
744
Physician Wealth Advisors
Utah
$3.33K
ACA
745
Atlas Capital Advisors
Wyoming
$3.27K
SSG
746
Summit Securities Group
New York
$3.13K
JGIA
747
Jackson Grant Investment Advisers
Connecticut
$3.13K
BFS
748
Bare Financial Services
Pennsylvania
$3.06K
PWMG
749
Prestige Wealth Management Group
New Jersey
$3K
AWM
750
Abound Wealth Management
Tennessee
$2.54K