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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
DCM
801
Davis Capital Management
Florida
$261
DF
802
DecisionPoint Financial
Arizona
$261
AT
803
Arlington Trust
Alabama
$261 +$288 +4 New
VWM
804
Vermillion Wealth Management
Minnesota
$261 +$288 +4 New
MB
805
MidFirst Bank
Oklahoma
$130 -$17.9K -248 -99%
EP
806
Essential Partners
California
$130 -$360 -5 -71%
3FI
807
3 Factor Indexing
California
$66 +$72 +1 New
NF
808
Napier Financial
Massachusetts
$65 +$72 +1 New
YDMI
809
Y.D. More Investments
Israel
$39 -$1.8K -25 -12%
Norges Bank
810
Norges Bank
Norway
-$517M -6,484,778 Closed
PCM
811
Prana Capital Management
Connecticut
-$47.5M -596,403 Closed
CAM
812
Congress Asset Management
Massachusetts
-$46.3M -580,610 Closed
WorldQuant Millennium Advisors
813
WorldQuant Millennium Advisors
New York
-$22M -276,143 Closed
PC
814
Port Capital
Illinois
-$21.5M -269,547 Closed
SGM
815
Seven Grand Managers
New York
-$14.9M -187,500 Closed
CA
816
Cornerstone Advisors
North Carolina
-$7.57M -95,028 Closed
MWM
817
Moran Wealth Management
Florida
-$7.45M -93,521 Closed
Mariner
818
Mariner
Kansas
-$6.23M -78,182 Closed
Skandinaviska Enskilda Banken (SEB)
819
Skandinaviska Enskilda Banken (SEB)
Sweden
-$4.6M -57,745 Closed
FAF
820
Första AP-fonden
Sweden
-$4.28M -53,700 Closed
BHWM
821
Bar Harbor Wealth Management
New Hampshire
-$3.74M -46,880 Closed
EP
822
Edgestream Partners
New Jersey
-$3.37M -42,233 Closed
HH
823
HWG Holdings
Texas
-$3M -37,640 Closed
FNA
824
First National Advisers
Nebraska
-$2.79M -35,009 Closed
GCM
825
Gator Capital Management
Florida
-$2.64M -33,171 Closed