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Brown & Brown

800 hedge funds and large institutions have $18B invested in Brown & Brown in 2026 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 316 increasing their positions, 270 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

299% more call options, than puts

Call options by funds: $42.7M | Put options by funds: $10.7M

17% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 270

1.1% more ownership

Funds ownership: 81.84%82.94% (+1.1%)

2% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 122

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $18.2B → $18B (-$134M)

2% less funds holding

Funds holding: 814800 (-14)

Holders
800
Holders Change
-14
Holders Change %
-1.72%
% of All Funds
9.66%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
124
Increased
316
Reduced
270
Closed
122
Calls
$42.7M
Puts
$10.7M
Net Calls
+$32M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$49.5M -$177M -2,908,842 -79%
Mitsubishi UFJ Asset Management
52
Mitsubishi UFJ Asset Management
Japan
$48.8M +$3.05M +49,961 +7%
First Trust Advisors
53
First Trust Advisors
Illinois
$48.6M +$45.5M +745,895 +6,803%
GC
54
Giverny Capital
Quebec, Canada
$48.3M -$121K -1,981 -0.3%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$46.8M +$1.1M +17,976 +3%
VF
56
Vest Financial
Virginia
$45.2M +$2.5M +40,952 +6%
Royal London Asset Management
57
Royal London Asset Management
United Kingdom
$43.4M -$1.36M -22,240 -3%
Citadel Advisors
58
Citadel Advisors
Florida
$43.3M -$19M -311,442 -32%
SG Americas Securities
59
SG Americas Securities
New York
$43.2M +$20.8M +341,596 +103%
Nordea Investment Management
60
Nordea Investment Management
Sweden
$42.5M -$2.43M -39,915 -6%
SIC
61
Schwartz Investment Counsel
Michigan
$42.3M +$6.3M +103,250 +19%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$41.7M +$4.64M +76,070 +13%
NAMI
63
Nomura Asset Management International
Pennsylvania
$41.5M -$3.58M -58,666 -8%
Amundi
64
Amundi
France
$41.5M +$3.3M +54,166 +9%
Nomura Asset Management
65
Nomura Asset Management
Japan
$41.3M +$3.64M +59,640 +10%
Vanguard Global Advisers
66
Vanguard Global Advisers
Pennsylvania
$40.9M -$205K -3,363 -0.5%
DP
67
Dundas Partners
United Kingdom
$39.1M -$3.03M -49,723 -8%
Nuveen
68
Nuveen
North Carolina
$37.4M -$1.5M -24,576 -4%
Vanguard Asset Management
69
Vanguard Asset Management
$36.8M +$4.13M +67,741 +13%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$36.7M -$121K -1,982 -0.3%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$34.8M -$1.8M -29,552 -5%
SCM
72
Snyder Capital Management
California
$34.1M -$973K -15,956 -3%
Raymond James Financial
73
Raymond James Financial
Florida
$33.3M -$20.5M -336,521 -39%
CLGM
74
Capitolis Liquid Global Markets
New York
$32.3M +$30.7M +503,318 New
BBHC
75
Brown Brothers Harriman & Co
New York
$31.1M -$11M -179,704 -27%

BRO Hedge Fund Activity: Q2 2026 in Review

800 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q2 2026, worth a combined $18B — down 0.74% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new BRO positions and 122 closed out — a net gain of 2 holders — while 316 added to existing stakes and 270 trimmed.

The largest buyer was Orbis Allan Gray, opening a new position worth an estimated $328M. The largest seller was Select Equity Group, cutting an estimated $191M.

  • 800 institutional investors held Brown & Brown (BRO) as of Q2 2026, down from 814 in Q1 2026.
  • Funds reported $18B of Brown & Brown stock for Q2 2026, down 0.74% quarter-over-quarter.
  • 124 funds opened new Brown & Brown positions in Q2 2026 and 122 closed out, a net change of +2 holders.
  • The largest Brown & Brown buyer in Q2 2026 was Orbis Allan Gray, an estimated $328M added.
  • The largest Brown & Brown seller in Q2 2026 was Select Equity Group, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2026.