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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
NSUP
851
NLB Skladi upravljanje premozenja
-$845K -10,600 Closed
CG
852
Cynosure Group
Utah
-$843K -10,574 Closed
Focus Partners Wealth
853
Focus Partners Wealth
Massachusetts
-$767K -9,595 Closed
TCM
854
Tributary Capital Management
Nebraska
-$731K -9,168 Closed
MW
855
Marble Wealth
Alabama
-$669K -8,396 Closed
LCM
856
Landscape Capital Management
New Jersey
-$668K -8,378 Closed
AFG
857
Atomi Financial Group
New York
-$646K -8,101 Closed
JFG
858
Jefferies Financial Group
New York
-$593K -7,446 Closed
IC
859
IEQ Capital
California
-$543K -6,813 Closed
JWCA
860
J.W. Cole Advisors
Florida
-$538K -6,758 Closed
AWM
861
Axxcess Wealth Management
California
-$536K -6,719 Closed
A
862
AlphaQuest
New York
-$528K -6,625 Closed
FWCM
863
Ferguson Wellman Capital Management
Oregon
-$522K -6,547 Closed
DS
864
DRW Securities
Illinois
-$470K -6,514 Closed
SFSG
865
Sound Financial Strategies Group
Mississippi
-$485K -6,089 Closed
AAF
866
Andra AP-fonden
Sweden
-$471K -5,909 Closed
HCM
867
Howland Capital Management
Massachusetts
-$414K -5,196 Closed
IIC
868
Integrated Investment Consultants
Michigan
-$408K -5,115 Closed
APWM
869
Argonautica Private Wealth Management
Massachusetts
-$405K -5,088 Closed
KA
870
Klingman & Associates
New York
-$399K -5,004 Closed
WANY
871
Wealthspire Advisors (New York)
New York
-$376K -4,713 Closed
MFA
872
Mayflower Financial Advisors
Massachusetts
-$371K -4,652 Closed
PCM
873
Prelude Capital Management
New York
-$356K -4,465 Closed
VWM
874
Venturi Wealth Management
Texas
-$343K -4,307 Closed
ET
875
Entropy Technologies
New York
-$341K -4,280 Closed