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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
SN
776
Sittner & Nelson
Oregon
$1.63K
FMP
777
Financial Management Professionals
Texas
$1.56K +$721 +10 +71%
LI
778
LRI Investments
Florida
$1.53K
DPW
779
DiNuzzo Private Wealth
Pennsylvania
$1.5K -$721 -10 -30%
BWL
780
Bogart Wealth LLC
Virginia
$1.5K +$1.23K +17 +283%
ECM
781
Estabrook Capital Management
New York
$1.37K +$1.51K +21 New
DF
782
Dunhill Financial
United Kingdom
$1.36K +$72 +1 +5%
S
783
Sachetta
Massachusetts
$1.3K -$793 -11 -35%
WTA
784
Washington Trust Advisors
Massachusetts
$1.3K +$1.44K +20 New
CFG
785
Clayton Financial Group
Missouri
$1.24K +$1.37K +19 New
SWM
786
Spire Wealth Management
Virginia
$1.17K -$4.25K -59 -77%
DIP
787
DT Investment Partners
Pennsylvania
$979
MSWA
788
Marshall & Sterling Wealth Advisors
New York
$855
QWM
789
Quaker Wealth Management
New Jersey
$783 +$72 +1 +9%
NL
790
NVWM LLC
Pennsylvania
$783 +$505 +7 +140%
WWM
791
Wolff Wiese Magana
California
$653
APW
792
Aventura Private Wealth
Florida
$652
CFD
793
Creative Financial Designs
Indiana
$652
ACA
794
American Capital Advisory
Idaho
$587 -$144 -2 -18%
AT
795
Avalon Trust
New Mexico
$587
WA
796
WestEnd Advisors
North Carolina
$587
BHWM
797
Bay Harbor Wealth Management
Maryland
$586 -$144 -2 -18%
SL
798
Salomon & Ludwin
Virginia
$528 -$16.9K -235 -97%
BIM
799
Breakwater Investment Management
Washington
$457 +$505 +7 New
UCB
800
United Community Bank
South Carolina
$391

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.