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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
QWM
776
Quaker Wealth Management
New Jersey
$783
NL
777
NVWM LLC
Pennsylvania
$783
WWM
778
Wolff Wiese Magana
California
$653
CFD
779
Creative Financial Designs
Indiana
$652
APW
780
Aventura Private Wealth
Florida
$652
ACA
781
American Capital Advisory
Idaho
$587
WA
782
WestEnd Advisors
North Carolina
$587
AT
783
Avalon Trust
New Mexico
$587
BHWM
784
Bay Harbor Wealth Management
Maryland
$586
SL
785
Salomon & Ludwin
Virginia
$528
BIM
786
Breakwater Investment Management
Washington
$457
UCB
787
United Community Bank
South Carolina
$391
T
788
Tidemark
California
$391
SA
789
Seneschal Advisors
Washington
$327
PWA
790
Portus Wealth Advisors
North Carolina
$326
TCOT
791
Trust Company of Toledo
Ohio
$326
TWM
792
TopTier Wealth Management
Wisconsin
$326
DF
793
DecisionPoint Financial
Arizona
$261
DCM
794
Davis Capital Management
Florida
$261
AT
795
Arlington Trust
Alabama
$261
VWM
796
Vermillion Wealth Management
Minnesota
$261
MB
797
MidFirst Bank
Oklahoma
$130
EPL
798
Essential Partners LLC
California
$130
3FI
799
3 Factor Indexing
California
$66
NF
800
Napier Financial
Massachusetts
$65