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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
ECM
776
Estabrook Capital Management
New York
$1.37K +$1.51K +21 New
DF
777
Dunhill Financial
United Kingdom
$1.36K +$72 +1 +5%
S
778
Sachetta
Massachusetts
$1.3K -$793 -11 -35%
WTA
779
Washington Trust Advisors
Massachusetts
$1.3K +$1.44K +20 New
CFG
780
Clayton Financial Group
Missouri
$1.24K +$1.37K +19 New
SWM
781
Spire Wealth Management
Virginia
$1.17K -$4.25K -59 -77%
DIP
782
DT Investment Partners
Pennsylvania
$979
MSWA
783
Marshall & Sterling Wealth Advisors
New York
$855
QWM
784
Quaker Wealth Management
New Jersey
$783 +$72 +1 +9%
NL
785
NVWM LLC
Pennsylvania
$783 +$505 +7 +140%
WWM
786
Wolff Wiese Magana
California
$653
APW
787
Aventura Private Wealth
Florida
$652
CFD
788
Creative Financial Designs
Indiana
$652
ACA
789
American Capital Advisory
Idaho
$587 -$144 -2 -18%
AT
790
Avalon Trust
New Mexico
$587
WA
791
WestEnd Advisors
North Carolina
$587
BHWM
792
Bay Harbor Wealth Management
Maryland
$586 -$144 -2 -18%
SL
793
Salomon & Ludwin
Virginia
$528 -$16.9K -235 -97%
BIM
794
Breakwater Investment Management
Washington
$457 +$505 +7 New
UCB
795
United Community Bank
South Carolina
$391
T
796
Tidemark
California
$391 +$432 +6 New
SA
797
Seneschal Advisors
Washington
$327
PWA
798
Portus Wealth Advisors
North Carolina
$326 +$360 +5 New
TWM
799
TopTier Wealth Management
Wisconsin
$326 +$360 +5 New
TCOT
800
Trust Company of Toledo
Ohio
$326 +$360 +5 New