We are live on ! Find out more
BRO icon

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
WA
726
Westfuller Advisors
New York
$6.07K +$6.2K +86 +1,229%
GWS
727
Greykasell Wealth Strategies
California
$5.74K
BIA
728
Bell Investment Advisors
California
$5.54K -$3.75K -52 -38%
MIM
729
MTM Investment Management
South Carolina
$5.54K
KFI
730
Key Financial Inc
Pennsylvania
$5.48K -$721 -10 -11%
CWA
731
Carolina Wealth Advisors
South Carolina
$5.48K
CFM
732
Cornerstone Financial Management
Massachusetts
$5.48K +$649 +9 +12%
RS
733
Rakuten Securities
Japan
$5.22K +$5.7K +79 +7,900%
AW
734
Avion Wealth
Texas
$5K +$2.52K +35 +70%
FFG
735
Forum Finance Group
$5K +$6.49K +90 New
KFAS
736
Keating Financial Advisory Services
Kansas
$4.96K +$1.66K +23 +43%
MCM
737
Manchester Capital Management
Vermont
$4.83K -$560K -7,769 -99%
HFS
738
Hughes Financial Services
Virginia
$4.83K -$5.48K -76 -51%
CSB
739
City State Bank
Iowa
$4.83K -$72 -1 -1%
CCWM
740
Cassaday & Co Wealth Management
Virginia
$4.63K +$5.12K +71 New
MAM
741
Meeder Asset Management
Ohio
$4.57K -$1.3K -18 -20%
USB
742
Union Savings Bank
Connecticut
$4.43K
MEG
743
Millstone Evans Group
Colorado
$4.24K
TWD
744
True Wealth Design
Ohio
$4.17K +$4.61K +64 New
AF
745
Advisornet Financial
Minnesota
$4.11K +$649 +9 +17%
NSIM
746
North Star Investment Management
Illinois
$4.04K +$1.51K +21 +51%
KG
747
Kilter Group
New York
$3.85K +$1.3K +18 +44%
BCWM
748
Bartlett & Co Wealth Management
Ohio
$3.63K +$721 +10 +19%
PWA
749
Physician Wealth Advisors
Utah
$3.33K +$1.44K +20 +65%
ACA
750
Atlas Capital Advisors
Wyoming
$3.27K