We are live on ! Find out more
BRO icon

Brown & Brown

808 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

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: 98 | Existing positions closed: 159

Holders
808
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
CIP
876
Cornerstone Investment Partners
Georgia
FA
877
Faithward Advisors
Pennsylvania
AC
878
AlphaCore Capital
California
PWG
879
Portside Wealth Group
Utah
FTWA
880
Fifth Third Wealth Advisors
Ohio
CRC
881
Curi RMB Capital
Illinois
HC
882
Henshaw Capital
Massachusetts
DADC
883
D.A. Davidson & Co
Montana
PAG
884
Private Advisor Group
New Jersey
CT
885
ClearAlpha Technologies
Connecticut
HAG
886
HighPoint Advisor Group
Illinois
NW
887
NewEdge Wealth
Pennsylvania
FFM
888
Forum Financial Management
Illinois
CFG
889
Citizens Financial Group
Rhode Island
UW
890
Unique Wealth
Florida
CL
891
CSS LLC
Illinois
SWP
892
Sagespring Wealth Partners
Tennessee
BTWM
893
Baker Tilly Wealth Management
Wisconsin
LWAM
894
Legacy Wealth Asset Management
Minnesota
SFS
895
Sowell Financial Services
Arkansas
AG
896
Ascent Group
Virginia
PA
897
Profund Advisors
Maryland
BFA
898
Brendel Financial Advisors
New Hampshire
IFG
899
Independent Financial Group
California
SCA
900
Stonebridge Capital Advisors
Minnesota