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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
JGIA
751
Jackson Grant Investment Advisers
Connecticut
$3.13K
BFS
752
Bare Financial Services
Pennsylvania
$3.06K
PWMG
753
Prestige Wealth Management Group
New Jersey
$3K
AWM
754
Abound Wealth Management
Tennessee
$2.54K
PWMG
755
Private Wealth Management Group
New Jersey
$2.41K
NB
756
NBT Bank
New York
$2.35K
AP
757
Aspect Partners
Virginia
$2.35K
FFO
758
Fortitude Family Office
Arizona
$2.28K
CWM
759
Copia Wealth Management
Oregon
$2.28K
RCM
760
Raleigh Capital Management
North Carolina
$2.28K
CWP
761
Clark Wealth Partners
Illinois
$2.22K
CJ
762
Caitlin John
Michigan
$2.22K
RWM
763
Rialto Wealth Management
New York
$2.15K
RF
764
Rossby Financial
Florida
$2.13K
FNWA
765
Financial Network Wealth Advisors
Utah
$2.03K
VNA
766
Valley National Advisers
Pennsylvania
$2K
SC
767
SouthState Corp
Florida
$1.83K
WSFG
768
Wall Street Financial Group
Illinois
$1.83K
SEP
769
Signature Equity Partners
Ohio
$1.7K
SN
770
Sittner & Nelson
Oregon
$1.63K
FMP
771
Financial Management Professionals
Texas
$1.56K
LI
772
LRI Investments
Florida
$1.53K
DPW
773
DiNuzzo Private Wealth
Pennsylvania
$1.5K
BWL
774
Bogart Wealth LLC
Virginia
$1.5K
ECM
775
Estabrook Capital Management
New York
$1.37K