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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
ACM
826
Aquatic Capital Management
Illinois
-$2.62M -32,890 Closed
MJRIC
827
Mogy Joel R Investment Counsel
California
-$2.5M -31,306 Closed
BAM
828
Bayview Asset Management
Florida
-$2.24M -28,109 Closed
USCWA
829
U.S. Capital Wealth Advisors
Texas
-$2.19M -27,538 Closed
T. Rowe Price Investment Management
830
T. Rowe Price Investment Management
Maryland
-$2.13M -26,764 Closed
HF
831
HRT Financial
New York
-$2.1M -26,320 Closed
MF
832
Magnetar Financial
Illinois
-$1.89M -23,714 Closed
William Blair & Company
833
William Blair & Company
Illinois
-$1.88M -23,545 Closed
LOAMU
834
Lombard Odier Asset Management (USA)
New York
-$1.75M -22,001 Closed
FC
835
Farringdon Capital
United Kingdom
-$1.5M -18,784 Closed
ISWM
836
Intesa Sanpaolo Wealth Management
-$1.49M -18,701 Closed
EMPI
837
Elo Mutual Pension Insurance
Finland
-$1.49M -18,693 Closed
KRS
838
Kentucky Retirement Systems
Kentucky
-$1.4M -17,516 Closed
IGM
839
Incline Global Management
New York
-$1.34M -16,872 Closed
ZIM
840
Zacks Investment Management
Illinois
-$1.34M -16,752 Closed
WHG
841
Westwood Holdings Group
Texas
-$1.26M -15,795 Closed
G
842
GenTrust
Florida
-$1.25M -15,687 Closed
OTL
843
Oak Thistle LLC
New York
-$1.16M -14,506 Closed
LCM
844
Logan Capital Management
Pennsylvania
-$1.09M -13,621 Closed
MP
845
Mangrove Partners
Connecticut
-$1M -12,556 Closed
HH
846
Hilltop Holdings
Texas
-$956K -11,991 Closed
SEM
847
Suncoast Equity Management
Florida
-$945K -11,856 Closed
DTL
848
Dynamic Technology Lab
Singapore
-$897K -11,253 Closed
Envestnet Portfolio Solutions
849
Envestnet Portfolio Solutions
Illinois
-$887K -11,129 Closed
PMWMG
850
Parr McKnight Wealth Management Group
Minnesota
-$862K -10,821 Closed