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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
MSWA
776
Marshall & Sterling Wealth Advisors
New York
$844
NB
777
NBT Bank
New York
$834 -$1.4K -23 -64%
APW
778
Aventura Private Wealth
Florida
$642
WWM
779
Wolff Wiese Magana
California
$642
WA
780
WestEnd Advisors
North Carolina
$642 +$61 +1 +11%
AT
781
Avalon Trust
New Mexico
$578
BIM
782
Breakwater Investment Management
Washington
$514 +$61 +1 +14%
SL
783
Salomon & Ludwin
Virginia
$472 -$61 -1 -13%
M
784
MOTCO
Texas
$449 +$427 +7 New
SFCL
785
Strengthening Families & Communities LLC
Massachusetts
$449 +$427 +7 New
UCB
786
United Community Bank
South Carolina
$385
SWAG
787
Spectrum Wealth Advisory Group
California
$322 +$305 +5 New
BHWM
788
Bay Harbor Wealth Management
Maryland
$321 -$244 -4 -44%
HIA
789
HFM Investment Advisors
New Jersey
$321 +$305 +5 New
NWS
790
Nvest Wealth Strategies
Ohio
$321 +$305 +5 New
SA
791
Seneschal Advisors
Washington
$257 -$61 -1 -20%
AT
792
Arlington Trust
Alabama
$257
DF
793
DecisionPoint Financial
Arizona
$203 -$61 -1 -25%
CI
794
Cordant Inc
Oregon
$154 +$122 +2 New
QWM
795
Quaker Wealth Management
New Jersey
$129 -$610 -10 -83%
MB
796
MidFirst Bank
Oklahoma
$128
MCA
797
Maryland Capital Advisors
Maryland
$65 +$61 +1 New
RS
798
Rakuten Securities
Japan
$64 -$4.82K -79 -99%
MWA
799
Medallion Wealth Advisors
Connecticut
$64 +$61 +1 New
YDMI
800
Y.D. More Investments
Israel
$40 +$61 +1 +0.5%

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.