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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
Optiver Holding
926
Optiver Holding
Netherlands
-$52K -653 Closed
SIM
927
Sentry Investment Management
Wisconsin
-$51K -636 Closed
CPBTD
928
Central Pacific Bank - Trust Division
Hawaii
-$44.4K -557 Closed
PPC
929
Park Place Capital
Alabama
-$39.2K -492 Closed
EDRH
930
Edmond de Rothschild Holding
Switzerland
-$29.4K -369 Closed
Bank Julius Baer & Co
931
Bank Julius Baer & Co
Switzerland
-$24.2K -304 Closed
SOW
932
State of Wyoming
Wyoming
-$22.1K -277 Closed
KBFS
933
Kohmann Bosshard Financial Services
Ohio
-$21.7K -273 Closed
MSFP
934
Mark Sheptoff Financial Planning
Connecticut
-$19.9K -250 Closed
EW
935
Elyxium Wealth
California
-$18.8K -236 Closed
FAMI
936
Fideuram Asset Management (Ireland)
-$21.5K -211 Closed
SC
937
Solstein Capital
California
-$15.3K -192 Closed
WA
938
WPG Advisers
Maryland
-$11.7K -147 Closed
MWPCG
939
Measured Wealth Private Client Group
New Hampshire
-$10.1K -127 Closed
MA
940
MCF Advisors
Kentucky
-$9.88K -124 Closed
CFB
941
Cullen/Frost Bankers
Texas
-$8.56K -107 Closed
RWM
942
RMG Wealth Management
Wisconsin
-$7.87K -101 Closed
DSC
943
Duncker Streett & Co
Missouri
-$7.41K -93 Closed
MCP
944
Miller Capital Partners
Michigan
-$7.41K -93 Closed
BW
945
Bravera Wealth
North Dakota
-$7.33K -92 Closed
AWA
946
Acumen Wealth Advisors
Tennessee
-$7.17K -90 Closed
HIA
947
Harbor Investment Advisory
Maryland
-$6.14K -77 Closed
HHMI
948
Howard Hughes Medical Institute
Maryland
-$5.02K -63 Closed
MA
949
Modus Advisors
Minnesota
-$4.78K -60 Closed
BAM
950
Bellevue Asset Management
Washington
-$4.38K -55 Closed