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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
FFO
751
Fortitude Family Office
Arizona
$2.28K
CWM
752
Copia Wealth Management
Oregon
$2.28K
RCM
753
Raleigh Capital Management
North Carolina
$2.28K
CWP
754
Clark Wealth Partners
Illinois
$2.22K
CJ
755
Caitlin John
Michigan
$2.22K
RWM
756
Rialto Wealth Management
New York
$2.15K
RF
757
Rossby Financial
Florida
$2.13K
FNWA
758
Financial Network Wealth Advisors
Utah
$2.03K
VNA
759
Valley National Advisers
Pennsylvania
$2K
SC
760
SouthState Corp
Florida
$1.83K
WSFG
761
Wall Street Financial Group
Illinois
$1.83K
SEP
762
Signature Equity Partners
Ohio
$1.7K
SN
763
Sittner & Nelson
Oregon
$1.63K
FMP
764
Financial Management Professionals
Texas
$1.56K
LI
765
LRI Investments
Florida
$1.53K
DPW
766
DiNuzzo Private Wealth
Pennsylvania
$1.5K
BWL
767
Bogart Wealth LLC
Virginia
$1.5K
ECM
768
Estabrook Capital Management
New York
$1.37K
DF
769
Dunhill Financial
United Kingdom
$1.36K
S
770
Sachetta
Massachusetts
$1.3K
WTA
771
Washington Trust Advisors
Massachusetts
$1.3K
CFG
772
Clayton Financial Group
Missouri
$1.24K
SWM
773
Spire Wealth Management
Virginia
$1.17K
DIP
774
DT Investment Partners
Pennsylvania
$979
MSWA
775
Marshall & Sterling Wealth Advisors
New York
$855