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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
PWMG
751
Private Wealth Management Group
New Jersey
$2.41K
NB
752
NBT Bank
New York
$2.35K
AP
753
Aspect Partners
Virginia
$2.35K
FFO
754
Fortitude Family Office
Arizona
$2.28K
CWM
755
Copia Wealth Management
Oregon
$2.28K
RCM
756
Raleigh Capital Management
North Carolina
$2.28K
CWP
757
Clark Wealth Partners
Illinois
$2.22K
CJ
758
Caitlin John
Michigan
$2.22K
RWM
759
Rialto Wealth Management
New York
$2.15K
RF
760
Rossby Financial
Florida
$2.13K
FNWA
761
Financial Network Wealth Advisors
Utah
$2.03K
VNA
762
Valley National Advisers
Pennsylvania
$2K
SC
763
SouthState Corp
Florida
$1.83K
WSFG
764
Wall Street Financial Group
Illinois
$1.83K
SEP
765
Signature Equity Partners
Ohio
$1.7K
SN
766
Sittner & Nelson
Oregon
$1.63K
FMP
767
Financial Management Professionals
Texas
$1.56K
LI
768
LRI Investments
Florida
$1.53K
DPW
769
DiNuzzo Private Wealth
Pennsylvania
$1.5K
BWL
770
Bogart Wealth LLC
Virginia
$1.5K
ECM
771
Estabrook Capital Management
New York
$1.37K
DF
772
Dunhill Financial
United Kingdom
$1.36K
S
773
Sachetta
Massachusetts
$1.3K
WTA
774
Washington Trust Advisors
Massachusetts
$1.3K
CFG
775
Clayton Financial Group
Missouri
$1.24K