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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
GWS
726
Greykasell Wealth Strategies
California
$5.74K
BIA
727
Bell Investment Advisors
California
$5.54K
MIM
728
MTM Investment Management
South Carolina
$5.54K
KFI
729
Key Financial Inc
Pennsylvania
$5.48K
CWA
730
Carolina Wealth Advisors
South Carolina
$5.48K
CFM
731
Cornerstone Financial Management
Massachusetts
$5.48K
RS
732
Rakuten Securities
Japan
$5.22K
AW
733
Avion Wealth
Texas
$5K
FFG
734
Forum Finance Group
$5K
KFAS
735
Keating Financial Advisory Services
Kansas
$4.96K
MCM
736
Manchester Capital Management
Vermont
$4.83K
HFS
737
Hughes Financial Services
Virginia
$4.83K
CSB
738
City State Bank
Iowa
$4.83K
CCWM
739
Cassaday & Co Wealth Management
Virginia
$4.63K
MAM
740
Meeder Asset Management
Ohio
$4.57K
USB
741
Union Savings Bank
Connecticut
$4.43K
MEG
742
Millstone Evans Group
Colorado
$4.24K
TWD
743
True Wealth Design
Ohio
$4.17K
AF
744
Advisornet Financial
Minnesota
$4.11K
NSIM
745
North Star Investment Management
Illinois
$4.04K
KG
746
Kilter Group
New York
$3.85K
BCWM
747
Bartlett & Co Wealth Management
Ohio
$3.63K
PWA
748
Physician Wealth Advisors
Utah
$3.33K
ACA
749
Atlas Capital Advisors
Wyoming
$3.27K
SSG
750
Summit Securities Group
New York
$3.13K