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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
SWM
776
Spire Wealth Management
Virginia
$1.17K
DIP
777
DT Investment Partners
Pennsylvania
$979
MSWA
778
Marshall & Sterling Wealth Advisors
New York
$855
QWM
779
Quaker Wealth Management
New Jersey
$783
NL
780
NVWM LLC
Pennsylvania
$783
WWM
781
Wolff Wiese Magana
California
$653
CFD
782
Creative Financial Designs
Indiana
$652
APW
783
Aventura Private Wealth
Florida
$652
ACA
784
American Capital Advisory
Idaho
$587
AT
785
Avalon Trust
New Mexico
$587
WA
786
WestEnd Advisors
North Carolina
$587
BHWM
787
Bay Harbor Wealth Management
Maryland
$586
SL
788
Salomon & Ludwin
Virginia
$528
BIM
789
Breakwater Investment Management
Washington
$457
UCB
790
United Community Bank
South Carolina
$391
T
791
Tidemark
California
$391
SA
792
Seneschal Advisors
Washington
$327
TCOT
793
Trust Company of Toledo
Ohio
$326
PWA
794
Portus Wealth Advisors
North Carolina
$326
TWM
795
TopTier Wealth Management
Wisconsin
$326
DF
796
DecisionPoint Financial
Arizona
$261
DCM
797
Davis Capital Management
Florida
$261
VWM
798
Vermillion Wealth Management
Minnesota
$261
AT
799
Arlington Trust
Alabama
$261
MB
800
MidFirst Bank
Oklahoma
$130