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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
SSG
751
Summit Securities Group
New York
$3.13K -$27.9K -387 -89%
JGIA
752
Jackson Grant Investment Advisers
Connecticut
$3.13K
BFS
753
Bare Financial Services
Pennsylvania
$3.06K +$3.39K +47 New
PWMG
754
Prestige Wealth Management Group
New Jersey
$3K
AWM
755
Abound Wealth Management
Tennessee
$2.54K
PWMG
756
Private Wealth Management Group
New Jersey
$2.41K -$11.1K -154 -81%
NB
757
NBT Bank
New York
$2.35K -$3.17K -44 -55%
AP
758
Aspect Partners
Virginia
$2.35K +$1.3K +18 +100%
FFO
759
Fortitude Family Office
Arizona
$2.28K -$2.23K -31 -47%
CWM
760
Copia Wealth Management
Oregon
$2.28K
RCM
761
Raleigh Capital Management
North Carolina
$2.28K +$2.52K +35 New
CWP
762
Clark Wealth Partners
Illinois
$2.22K +$2.45K +34 New
CJ
763
Caitlin John
Michigan
$2.22K -$2.16K -30 -47%
RWM
764
Rialto Wealth Management
New York
$2.15K +$1.44K +20 +154%
RF
765
Rossby Financial
Florida
$2.13K +$216 +3 +10%
FNWA
766
Financial Network Wealth Advisors
Utah
$2.03K
VNA
767
Valley National Advisers
Pennsylvania
$2K +$1.01K +14 +82%
SC
768
SouthState Corp
Florida
$1.83K -$649 -9 -24%
WSFG
769
Wall Street Financial Group
Illinois
$1.83K +$2.02K +28 New
SEP
770
Signature Equity Partners
Ohio
$1.7K
SN
771
Sittner & Nelson
Oregon
$1.63K
FMP
772
Financial Management Professionals
Texas
$1.56K +$721 +10 +71%
LI
773
LRI Investments
Florida
$1.53K
DPW
774
DiNuzzo Private Wealth
Pennsylvania
$1.5K -$721 -10 -30%
BWL
775
Bogart Wealth LLC
Virginia
$1.5K +$1.23K +17 +283%