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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
CL
826
CVFG LLC
Indiana
-$1.01M -15,494 Closed
TSS
827
Two Sigma Securities
New York
-$916K -14,044 Closed
ALMGDA
828
AG2R La Mondiale Gestion d'Actifs
France
-$901K -13,815 Closed
IG
829
ING Group
Netherlands
-$867K -13,297 Closed
OQS
830
Occudo Quantitative Strategies
Florida
-$780K -12,975 Closed
BIA
831
Benchmark Investment Advisors
Illinois
-$742K -11,377 Closed
WAP
832
Wealthcare Advisory Partners
Pennsylvania
-$727K -11,150 Closed
CWG
833
C WorldWide Group
Denmark
-$719K -11,022 Closed
LOPW
834
Live Oak Private Wealth
North Carolina
-$715K -10,965 Closed
BHCM
835
Brevan Howard Capital Management
Jersey
-$715K -10,957 Closed
ET
836
Equitable Trust
Tennessee
-$711K -10,901 Closed
TYCC
837
Texas Yale Capital Corp
Florida
-$694K -10,638 Closed
SRA
838
Secured Retirement Advisors
Minnesota
-$672K -10,302 Closed
PIM
839
Penobscot Investment Management
Massachusetts
-$655K -10,049 Closed
N
840
Natixis
France
-$636K -9,749 Closed
VAS
841
Vestmark Advisory Solutions
Massachusetts
-$626K -9,594 Closed
WCM
842
Wedge Capital Management
North Carolina
-$614K -9,409 Closed
CP
843
CenterBook Partners
Connecticut
-$607K -9,315 Closed
TC
844
TwinBeech Capital
New York
-$529K -8,119 Closed
PCM
845
Polymer Capital Management
New York
-$525K -8,045 Closed
OAM
846
Oxford Asset Management
United Kingdom
-$505K -7,746 Closed
EWA
847
EP Wealth Advisors
California
-$466K -7,145 Closed
CCM
848
Copeland Capital Management
Pennsylvania
-$463K -7,105 Closed
OL
849
Odyssean LLC
Connecticut
-$449K -6,878 Closed
SC
850
SummitTX Capital
Texas
-$448K -6,863 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.