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Brown & Brown

804 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, 300 reducing their positions, and 159 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)

38% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 159

Holders
804
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
PWG
876
Portside Wealth Group
Utah
FTWA
877
Fifth Third Wealth Advisors
Ohio
CRC
878
Curi RMB Capital
Illinois
HCL
879
Henshaw Capital LLC
Massachusetts
DADC
880
D.A. Davidson & Co
Montana
PAG
881
Private Advisor Group
New Jersey
CT
882
ClearAlpha Technologies
Connecticut
HAG
883
HighPoint Advisor Group
Illinois
NW
884
NewEdge Wealth
Pennsylvania
FFM
885
Forum Financial Management
Illinois
CFG
886
Citizens Financial Group
Rhode Island
UW
887
Unique Wealth
Florida
CL
888
CSS LLC
Illinois
SWP
889
Sagespring Wealth Partners
Tennessee
BTWM
890
Baker Tilly Wealth Management
Wisconsin
LWAM
891
Legacy Wealth Asset Management
Minnesota
SFS
892
Sowell Financial Services
Arkansas
AG
893
Ascent Group
Virginia
PA
894
Profund Advisors
Maryland
BFA
895
Brendel Financial Advisors
New Hampshire
IFG
896
Independent Financial Group
California
SCA
897
Stonebridge Capital Advisors
Minnesota
MWM
898
Mattern Wealth Management
Kansas
OC
899
Oppenheimer & Co
New York
BS
900
Brighton Securities
New York