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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
EDRH
926
Edmond de Rothschild Holding
Switzerland
Bank Julius Baer & Co
927
Bank Julius Baer & Co
Switzerland
SOW
928
State of Wyoming
Wyoming
KBFS
929
Kohmann Bosshard Financial Services
Ohio
MSFP
930
Mark Sheptoff Financial Planning
Connecticut
EW
931
Elyxium Wealth
California
FAMI
932
Fideuram Asset Management (Ireland)
SC
933
Solstein Capital
California
WA
934
WPG Advisers
Maryland
MWPCG
935
Measured Wealth Private Client Group
New Hampshire
MA
936
MCF Advisors
Kentucky
CFB
937
Cullen/Frost Bankers
Texas
RWM
938
RMG Wealth Management
Wisconsin
DSC
939
Duncker Streett & Co
Missouri
MCP
940
Miller Capital Partners
Michigan
BW
941
Bravera Wealth
North Dakota
AWA
942
Acumen Wealth Advisors
Tennessee
HIA
943
Harbor Investment Advisory
Maryland
HHMI
944
Howard Hughes Medical Institute
Maryland
MA
945
Modus Advisors
Minnesota
WWA
946
Wealth Watch Advisors
Colorado
BAM
947
Bellevue Asset Management
Washington
CIAS
948
CBIZ Investment Advisory Services
Ohio
GSWM
949
Golden State Wealth Management
California
HNW
950
High Note Wealth
Minnesota