We are live on ! Find out more
BRO icon

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

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

9% less funds holding

Funds holding: 884808 (-76)

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
-76
Holders Change %
-8.6%
% of All Funds
9.95%
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
BlackRock
1
BlackRock
New York
$1.43B +$10.5M +145,802 +0.7%
VCM
2
Vanguard Capital Management
Pennsylvania
$1.23B +$1.36B +18,921,240 New
Capital World Investors
3
Capital World Investors
California
$1.08B -$100M -1,392,473 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.05B +$397M +5,514,133 +52%
Principal Financial Group
5
Principal Financial Group
Iowa
$1.02B +$17.7M +246,172 +2%
VPM
6
Vanguard Portfolio Management
Pennsylvania
$951M +$1.05B +14,586,476 New
State Street
7
State Street
Massachusetts
$898M +$26.9M +372,648 +3%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$575M +$636M +8,823,162 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$529M +$13.3M +185,196 +2%
Select Equity Group
10
Select Equity Group
New York
$523M -$102M -1,412,679 -15%
VLKIM
11
Van Lanschot Kempen Investment Management
Netherlands
$383M +$96.1M +1,332,631 +29%
Deutsche Bank
12
Deutsche Bank
Germany
$274M +$19.6M +272,573 +7%
Capital Research Global Investors
13
Capital Research Global Investors
California
$254M +$281M +3,891,662 New
Barclays
14
Barclays
United Kingdom
$240M +$20.3M +281,779 +8%
Bank of America
15
Bank of America
North Carolina
$236M +$81.3M +1,128,417 +45%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$233M +$12.5M +173,320 +5%
Invesco
17
Invesco
Georgia
$227M +$44.9M +622,888 +22%
Morgan Stanley
18
Morgan Stanley
New York
$212M -$99.1M -1,375,150 -30%
JP Morgan Chase
19
JP Morgan Chase
New York
$205M +$51.5M +714,054 +29%
Wells Fargo
20
Wells Fargo
California
$196M -$764K -10,599 -0.4%
Capital International Investors
21
Capital International Investors
California
$170M -$148M -2,052,665 -44%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$164M -$18.6M -257,441 -9%
Northern Trust
23
Northern Trust
Illinois
$160M -$534K -7,410 -0.3%
MAM
24
Madison Asset Management
Wisconsin
$150M +$23.1M +320,512 +16%
Goldman Sachs
25
Goldman Sachs
New York
$149M +$6.91M +95,869 +4%