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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
AW
726
Avion Wealth
Texas
$5K
FFG
727
Forum Finance Group
$5K
KFAS
728
Keating Financial Advisory Services
Kansas
$4.96K
MCM
729
Manchester Capital Management
Vermont
$4.83K
HFS
730
Hughes Financial Services
Virginia
$4.83K
CSB
731
City State Bank
Iowa
$4.83K
CCWM
732
Cassaday & Co Wealth Management
Virginia
$4.63K
MAM
733
Meeder Asset Management
Ohio
$4.57K
USB
734
Union Savings Bank
Connecticut
$4.43K
MEG
735
Millstone Evans Group
Colorado
$4.24K
TWD
736
True Wealth Design
Ohio
$4.17K
AF
737
Advisornet Financial
Minnesota
$4.11K
NSIM
738
North Star Investment Management
Illinois
$4.04K
KG
739
Kilter Group
New York
$3.85K
BCWM
740
Bartlett & Co Wealth Management
Ohio
$3.63K
PWA
741
Physician Wealth Advisors
Utah
$3.33K
ACA
742
Atlas Capital Advisors
Wyoming
$3.27K
SSG
743
Summit Securities Group
New York
$3.13K
JGIA
744
Jackson Grant Investment Advisers
Connecticut
$3.13K
BFS
745
Bare Financial Services
Pennsylvania
$3.06K
PWMG
746
Prestige Wealth Management Group
New Jersey
$3K
AWM
747
Abound Wealth Management
Tennessee
$2.54K
PWMG
748
Private Wealth Management Group
New Jersey
$2.41K
NB
749
NBT Bank
New York
$2.35K
AP
750
Aspect Partners
Virginia
$2.35K