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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
SCA
901
Stonebridge Capital Advisors
Minnesota
-$231K -2,900 Closed
MWM
902
Mattern Wealth Management
Kansas
-$229K -2,878 Closed
OC
903
Oppenheimer & Co
New York
-$229K -2,868 Closed
BS
904
Brighton Securities
New York
-$229K -2,867 Closed
CI
905
Cigna Investments
Connecticut
-$223K -2,799 Closed
EL
906
EWA LLC
Pennsylvania
-$222K -2,791 Closed
PA
907
Procyon Advisors
Connecticut
-$220K -2,755 Closed
MBTD
908
Mechanics Bank - Trust Department
California
-$216K -2,715 Closed
RWA
909
River Wealth Advisors
Pennsylvania
-$215K -2,694 Closed
TAM
910
Trust Asset Management
Texas
-$213K -2,672 Closed
MCA
911
MSH Capital Advisors
Arizona
-$213K -2,670 Closed
FB
912
Fulton Bank
Pennsylvania
-$211K -2,645 Closed
DWA
913
Douglass Winthrop Advisors
New York
-$207K -2,600 Closed
CWP
914
Curated Wealth Partners
California
-$207K -2,597 Closed
AC
915
Armistice Capital
New York
-$206K -2,590 Closed
SQA
916
Simon Quick Advisors
New Jersey
-$205K -2,574 Closed
CCM
917
Capstone Capital Management
-$200K -2,513 Closed
MW
918
Merited Wealth
Florida
-$189K -2,377 Closed
AAP
919
Arax Advisory Partners
Colorado
-$188K -2,357 Closed
Simplex Trading
920
Simplex Trading
Illinois
-$108K -1,501 Closed
DT
921
DV Trading
Illinois
-$79.7K -1,000 Closed
EI
922
eCIO Inc
Wisconsin
-$67K -841 Closed
MPW
923
MASECO Private Wealth
-$60.5K -759 Closed
QL
924
Quarry LP
New York
-$56K -703 Closed
CBT
925
Crews Bank & Trust
Florida
-$52.2K -655 Closed