BRO icon

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
Swiss National Bank
51
Swiss National Bank
Switzerland
$55.5M
ESBC
52
E.S. Barr & Co
Kentucky
$53.5M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
53
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$50.1M
GC
54
Giverny Capital
Quebec, Canada
$49.3M
Citigroup
55
Citigroup
New York
$48.3M
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$46.4M
Mitsubishi UFJ Asset Management
57
Mitsubishi UFJ Asset Management
Japan
$46.3M
Nordea Investment Management
58
Nordea Investment Management
Sweden
$46.3M
NAMI
59
Nomura Asset Management International
Pennsylvania
$46.1M
Royal London Asset Management
60
Royal London Asset Management
United Kingdom
$45.6M
BBHC
61
Brown Brothers Harriman & Co
New York
$43.3M
VF
62
Vest Financial
Virginia
$43.3M
DP
63
Dundas Partners
United Kingdom
$43M
QCMNJ
64
Quantum Capital Management (New Jersey)
New Jersey
$41.8M
VGA
65
Vanguard Global Advisers
Pennsylvania
$41.7M
N
66
Nuveen
North Carolina
$39.6M
Amundi
67
Amundi
France
$38.6M
Nomura Asset Management
68
Nomura Asset Management
Japan
$38.1M
HSBC Holdings
69
HSBC Holdings
United Kingdom
$37.6M
PPF
70
PFA Pension Forsikringsaktieselskab
$37.6M
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$37.4M
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$37.3M
SIC
73
Schwartz Investment Counsel
Michigan
$36.2M
SCM
74
Snyder Capital Management
California
$35.7M
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$34M