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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
AA
876
ABC Arbitrage
France
-$340K -4,266 Closed
CIP
877
Cornerstone Investment Partners
Georgia
-$328K -4,112 Closed
FA
878
Faithward Advisors
Pennsylvania
-$326K -4,093 Closed
AC
879
AlphaCore Capital
California
-$326K -4,085 Closed
PWG
880
Portside Wealth Group
Utah
-$319K -4,002 Closed
FTWA
881
Fifth Third Wealth Advisors
Ohio
-$315K -3,958 Closed
CRC
882
Curi RMB Capital
Illinois
-$313K -3,924 Closed
HC
883
Henshaw Capital
Massachusetts
-$311K -3,899 Closed
DADC
884
D.A. Davidson & Co
Montana
-$293K -3,674 Closed
PAG
885
Private Advisor Group
New Jersey
-$288K -3,612 Closed
CT
886
ClearAlpha Technologies
Connecticut
-$288K -3,608 Closed
HAG
887
HighPoint Advisor Group
Illinois
-$285K -3,578 Closed
NW
888
NewEdge Wealth
Pennsylvania
-$277K -3,472 Closed
FFM
889
Forum Financial Management
Illinois
-$277K -3,470 Closed
CFG
890
Citizens Financial Group
Rhode Island
-$270K -3,388 Closed
UW
891
Unique Wealth
Florida
-$266K -3,334 Closed
CL
892
CSS LLC
Illinois
-$258K -3,240 Closed
SWP
893
Sagespring Wealth Partners
Tennessee
-$257K -3,219 Closed
BTWM
894
Baker Tilly Wealth Management
Wisconsin
-$250K -3,134 Closed
LWAM
895
Legacy Wealth Asset Management
Minnesota
-$250K -3,134 Closed
SFS
896
Sowell Financial Services
Arkansas
-$248K -3,107 Closed
AG
897
Ascent Group
Virginia
-$245K -3,075 Closed
PA
898
Profund Advisors
Maryland
-$243K -3,054 Closed
BFA
899
Brendel Financial Advisors
New Hampshire
-$235K -2,943 Closed
IFG
900
Independent Financial Group
California
-$232K -2,910 Closed