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Brown & Brown

801 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, 298 reducing their positions, and 158 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)

37% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 158

Holders
801
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
DADC
876
D.A. Davidson & Co
Montana
PAG
877
Private Advisor Group
New Jersey
CT
878
ClearAlpha Technologies
Connecticut
HAG
879
HighPoint Advisor Group
Illinois
NW
880
NewEdge Wealth
Pennsylvania
FFM
881
Forum Financial Management
Illinois
CFG
882
Citizens Financial Group
Rhode Island
UW
883
Unique Wealth
Florida
CL
884
CSS LLC
Illinois
SWP
885
Sagespring Wealth Partners
Tennessee
LWAM
886
Legacy Wealth Asset Management
Minnesota
BTWM
887
Baker Tilly Wealth Management
Wisconsin
SFS
888
Sowell Financial Services
Arkansas
AG
889
Ascent Group
Virginia
PA
890
Profund Advisors
Maryland
BFA
891
Brendel Financial Advisors
New Hampshire
IFG
892
Independent Financial Group
California
SCA
893
Stonebridge Capital Advisors
Minnesota
MWM
894
Mattern Wealth Management
Kansas
OC
895
Oppenheimer & Co
New York
BS
896
Brighton Securities
New York
CI
897
Cigna Investments
Connecticut
EL
898
EWA LLC
Pennsylvania
PA
899
Procyon Advisors
Connecticut
MBTD
900
Mechanics Bank - Trust Department
California