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Brown & Brown

808 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

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: 98 | Existing positions closed: 159

Holders
808
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
SIM
926
Sentry Investment Management
Wisconsin
CPBTD
927
Central Pacific Bank - Trust Division
Hawaii
PPC
928
Park Place Capital
Alabama
EDRH
929
Edmond de Rothschild Holding
Switzerland
Bank Julius Baer & Co
930
Bank Julius Baer & Co
Switzerland
SOW
931
State of Wyoming
Wyoming
KBFS
932
Kohmann Bosshard Financial Services
Ohio
MSFP
933
Mark Sheptoff Financial Planning
Connecticut
EW
934
Elyxium Wealth
California
FAMI
935
Fideuram Asset Management (Ireland)
SC
936
Solstein Capital
California
WA
937
WPG Advisers
Maryland
MWPCG
938
Measured Wealth Private Client Group
New Hampshire
MA
939
MCF Advisors
Kentucky
CFB
940
Cullen/Frost Bankers
Texas
RWM
941
RMG Wealth Management
Wisconsin
DSC
942
Duncker Streett & Co
Missouri
MCP
943
Miller Capital Partners
Michigan
BW
944
Bravera Wealth
North Dakota
AWA
945
Acumen Wealth Advisors
Tennessee
HIA
946
Harbor Investment Advisory
Maryland
HHMI
947
Howard Hughes Medical Institute
Maryland
MA
948
Modus Advisors
Minnesota
BAM
949
Bellevue Asset Management
Washington
WWA
950
Wealth Watch Advisors
Colorado