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Brown & Brown

814 hedge funds and large institutions have $18.2B invested in Brown & Brown in 2026 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 308 increasing their positions, 304 reducing their positions, and 161 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

1.93% more ownership

Funds ownership: 79.92%81.84% (+1.9%)

1% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 304

8% less funds holding

Funds holding: 887814 (-73)

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: 100 | Existing positions closed: 161

Holders
814
Holders Change
-73
Holders Change %
-8.23%
% of All Funds
9.96%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
100
Increased
308
Reduced
304
Closed
161
Calls
$33.2M
Puts
$11.8M
Net Calls
+$21.4M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KG
751
Kilter Group
New York
$3.85K +$1.3K +18 +44%
BCWM
752
Bartlett & Co Wealth Management
Ohio
$3.63K +$721 +10 +19%
PWA
753
Physician Wealth Advisors
Utah
$3.33K +$1.44K +20 +65%
ACA
754
Atlas Capital Advisors
Wyoming
$3.27K
SSG
755
Summit Securities Group
New York
$3.13K -$27.9K -387 -89%
JGIA
756
Jackson Grant Investment Advisers
Connecticut
$3.13K
BFS
757
Bare Financial Services
Pennsylvania
$3.06K +$3.39K +47 New
PWMG
758
Prestige Wealth Management Group
New Jersey
$3K
AWM
759
Abound Wealth Management
Tennessee
$2.54K
PWMG
760
Private Wealth Management Group
New Jersey
$2.41K -$11.1K -154 -81%
NB
761
NBT Bank
New York
$2.35K -$3.17K -44 -55%
AP
762
Aspect Partners
Virginia
$2.35K +$1.3K +18 +100%
FFO
763
Fortitude Family Office
Arizona
$2.28K -$2.23K -31 -47%
CWM
764
Copia Wealth Management
Oregon
$2.28K
RCM
765
Raleigh Capital Management
North Carolina
$2.28K +$2.52K +35 New
CWP
766
Clark Wealth Partners
Illinois
$2.22K +$2.45K +34 New
CJ
767
Caitlin John
Michigan
$2.22K -$2.16K -30 -47%
RWM
768
Rialto Wealth Management
New York
$2.15K +$1.44K +20 +154%
RF
769
Rossby Financial
Florida
$2.13K +$216 +3 +10%
RWM
770
Raffa Wealth Management
District of Columbia
$2.09K +$72 +1 +3%
FNWA
771
Financial Network Wealth Advisors
Utah
$2.03K
VNA
772
Valley National Advisers
Pennsylvania
$2K +$1.01K +14 +82%
SC
773
SouthState Corp
Florida
$1.83K -$649 -9 -24%
WSFG
774
Wall Street Financial Group
Illinois
$1.83K +$2.02K +28 New
SEP
775
Signature Equity Partners
Ohio
$1.7K

BRO Hedge Fund Activity: Q1 2026 in Review

814 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q1 2026, worth a combined $18.2B — down 16% from $21.7B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of BRO and 100 opened new positions — a net loss of 61 holders — while 304 trimmed existing stakes and 308 added.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $636M. The largest seller was Parnassus Investments, cutting an estimated $443M.

  • 814 institutional investors held Brown & Brown (BRO) as of Q1 2026, down from 887 in Q4 2025.
  • Funds reported $18.2B of Brown & Brown stock for Q1 2026, down 16% quarter-over-quarter.
  • 100 funds opened new Brown & Brown positions in Q1 2026 and 161 closed out, a net change of -61 holders.
  • The largest Brown & Brown buyer in Q1 2026 was First Eagle Investment Management, an estimated $636M added.
  • The largest Brown & Brown seller in Q1 2026 was Parnassus Investments, an estimated $443M sold.

Based on aggregated 13F filings for Q1 2026.