We are live on ! Find out more
BRO icon

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
T
801
Tidemark
California
$391 +$432 +6 New
SA
802
Seneschal Advisors
Washington
$327
PWA
803
Portus Wealth Advisors
North Carolina
$326 +$360 +5 New
TWM
804
TopTier Wealth Management
Wisconsin
$326 +$360 +5 New
TCOT
805
Trust Company of Toledo
Ohio
$326 +$360 +5 New
DCM
806
Davis Capital Management
Florida
$261
DF
807
DecisionPoint Financial
Arizona
$261
AT
808
Arlington Trust
Alabama
$261 +$288 +4 New
VWM
809
Vermillion Wealth Management
Minnesota
$261 +$288 +4 New
MB
810
MidFirst Bank
Oklahoma
$130 -$17.9K -248 -99%
EP
811
Essential Partners
California
$130 -$360 -5 -71%
3FI
812
3 Factor Indexing
California
$66 +$72 +1 New
NF
813
Napier Financial
Massachusetts
$65 +$72 +1 New
YDMI
814
Y.D. More Investments
Israel
$39 -$1.8K -25 -12%
Norges Bank
815
Norges Bank
Norway
-$517M -6,484,778 Closed
PCM
816
Prana Capital Management
Connecticut
-$47.5M -596,403 Closed
CAM
817
Congress Asset Management
Massachusetts
-$46.3M -580,610 Closed
WorldQuant Millennium Advisors
818
WorldQuant Millennium Advisors
New York
-$22M -276,143 Closed
PC
819
Port Capital
Illinois
-$21.5M -269,547 Closed
SGM
820
Seven Grand Managers
New York
-$14.9M -187,500 Closed
CA
821
Cornerstone Advisors
North Carolina
-$7.57M -95,028 Closed
MWM
822
Moran Wealth Management
Florida
-$7.45M -93,521 Closed
Mariner
823
Mariner
Kansas
-$6.23M -78,182 Closed
Skandinaviska Enskilda Banken (SEB)
824
Skandinaviska Enskilda Banken (SEB)
Sweden
-$4.6M -57,745 Closed
FAF
825
Första AP-fonden
Sweden
-$4.28M -53,700 Closed

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.