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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
DWM
801
Darwin Wealth Management
Florida
$30 -$16.5K -271 Closed
Verition Fund Management
802
Verition Fund Management
Connecticut
-$70.9M -1,087,074 Closed
OCM
803
Osterweis Capital Management
California
-$25.9M -397,311 Closed
STCG
804
Speece Thorson Capital Group
Minnesota
-$9.4M -144,149 Closed
FC
805
FORA Capital
Florida
-$9.39M -143,923 Closed
ECM
806
ExodusPoint Capital Management
New York
-$8.97M -137,499 Closed
MFWM
807
Motley Fool Wealth Management
Virginia
-$8.27M -126,766 Closed
TAF
808
Tredje AP-fonden
Sweden
-$7.68M -117,770 Closed
SM
809
Sciencast Management
New Jersey
-$6.33M -97,049 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
810
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$5.87M -89,986 Closed
CI
811
Cooper Investors
Australia
-$5.31M -81,433 Closed
XT
812
XTX Topco
Cayman Islands
-$4.69M -71,980 Closed
LA
813
LBP AM
France
-$4.67M -71,629 Closed
SAM
814
Sawgrass Asset Management
Florida
-$4.53M -69,482 Closed
Parnassus Investments
815
Parnassus Investments
California
-$4.18M -64,113 Closed
WIA
816
Westbourne Investment Advisors
Maryland
-$4.05M -62,099 Closed
YIH
817
Y-Intercept (HK)
Hong Kong
-$3.68M -56,477 Closed
WAM
818
Wilson Asset Management
Australia
-$3.55M -54,440 Closed
MHS
819
M Holdings Securities
Oregon
-$1.73M -31,307 Closed
JG
820
Jain Global
New York
-$2.02M -30,958 Closed
Boston Partners
821
Boston Partners
Massachusetts
-$1.25M -19,180 Closed
QIM
822
Quantitative Investment Management
Virginia
-$1.22M -18,656 Closed
AC
823
AXQ Capital
New Jersey
-$1.19M -18,249 Closed
AIM
824
Aigen Investment Management
New York
-$1.13M -17,278 Closed
RC
825
Roundview Capital
New Jersey
-$1.09M -16,643 Closed

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.