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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
MSFP
926
Mark Sheptoff Financial Planning
Connecticut
EW
927
Elyxium Wealth
California
FAMI
928
Fideuram Asset Management (Ireland)
SC
929
Solstein Capital
California
WA
930
WPG Advisers
Maryland
MWPCG
931
Measured Wealth Private Client Group
New Hampshire
MA
932
MCF Advisors
Kentucky
CFB
933
Cullen/Frost Bankers
Texas
RWM
934
RMG Wealth Management
Wisconsin
MCP
935
Miller Capital Partners
Michigan
DSC
936
Duncker Streett & Co
Missouri
BW
937
Bravera Wealth
North Dakota
AWA
938
Acumen Wealth Advisors
Tennessee
HIA
939
Harbor Investment Advisory
Maryland
HHMI
940
Howard Hughes Medical Institute
Maryland
MA
941
Modus Advisors
Minnesota
WWA
942
Wealth Watch Advisors
Colorado
BAM
943
Bellevue Asset Management
Washington
CIAS
944
CBIZ Investment Advisory Services
Ohio
GSWM
945
Golden State Wealth Management
California
HNW
946
High Note Wealth
Minnesota
FUBT
947
First United Bank & Trust
Maryland
HIA
948
HFM Investment Advisors
New Jersey
LB
949
Legacy Bridge
Iowa
1CP
950
1015 Capital Partners
Pennsylvania