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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
BHWM
826
Bar Harbor Wealth Management
New Hampshire
-$3.74M -46,880 Closed
EP
827
Edgestream Partners
New Jersey
-$3.37M -42,233 Closed
HH
828
HWG Holdings
Texas
-$3M -37,640 Closed
FNA
829
First National Advisers
Nebraska
-$2.79M -35,009 Closed
GCM
830
Gator Capital Management
Florida
-$2.64M -33,171 Closed
ACM
831
Aquatic Capital Management
Illinois
-$2.62M -32,890 Closed
MJRIC
832
Mogy Joel R Investment Counsel
California
-$2.5M -31,306 Closed
BAM
833
Bayview Asset Management
Florida
-$2.24M -28,109 Closed
USCWA
834
U.S. Capital Wealth Advisors
Texas
-$2.19M -27,538 Closed
T. Rowe Price Investment Management
835
T. Rowe Price Investment Management
Maryland
-$2.13M -26,764 Closed
HF
836
HRT Financial
New York
-$2.1M -26,320 Closed
GH
837
GAM Holding
Switzerland
-$2.08M -26,110 Closed
MF
838
Magnetar Financial
Illinois
-$1.89M -23,714 Closed
William Blair & Company
839
William Blair & Company
Illinois
-$1.88M -23,545 Closed
LOAMU
840
Lombard Odier Asset Management (USA)
New York
-$1.75M -22,001 Closed
FC
841
Farringdon Capital
United Kingdom
-$1.5M -18,784 Closed
ISWM
842
Intesa Sanpaolo Wealth Management
-$1.49M -18,701 Closed
EMPI
843
Elo Mutual Pension Insurance
Finland
-$1.49M -18,693 Closed
KRS
844
Kentucky Retirement Systems
Kentucky
-$1.4M -17,516 Closed
IGM
845
Incline Global Management
New York
-$1.34M -16,872 Closed
ZIM
846
Zacks Investment Management
Illinois
-$1.34M -16,752 Closed
WHG
847
Westwood Holdings Group
Texas
-$1.26M -15,795 Closed
G
848
GenTrust
Florida
-$1.25M -15,687 Closed
OTL
849
Oak Thistle LLC
New York
-$1.16M -14,506 Closed
LCM
850
Logan Capital Management
Pennsylvania
-$1.09M -13,621 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.