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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
MP
851
Mangrove Partners
Connecticut
-$1M -12,556 Closed
HH
852
Hilltop Holdings
Texas
-$956K -11,991 Closed
SEM
853
Suncoast Equity Management
Florida
-$945K -11,856 Closed
DTL
854
Dynamic Technology Lab
Singapore
-$897K -11,253 Closed
Envestnet Portfolio Solutions
855
Envestnet Portfolio Solutions
Illinois
-$887K -11,129 Closed
PMWMG
856
Parr McKnight Wealth Management Group
Minnesota
-$862K -10,821 Closed
NSUP
857
NLB Skladi upravljanje premozenja
-$845K -10,600 Closed
CG
858
Cynosure Group
Utah
-$843K -10,574 Closed
Focus Partners Wealth
859
Focus Partners Wealth
Massachusetts
-$767K -9,595 Closed
TCM
860
Tributary Capital Management
Nebraska
-$731K -9,168 Closed
MW
861
Marble Wealth
Alabama
-$669K -8,396 Closed
LCM
862
Landscape Capital Management
New Jersey
-$668K -8,378 Closed
AFG
863
Atomi Financial Group
New York
-$646K -8,101 Closed
JFG
864
Jefferies Financial Group
New York
-$593K -7,446 Closed
IC
865
IEQ Capital
California
-$543K -6,813 Closed
JWCA
866
J.W. Cole Advisors
Florida
-$538K -6,758 Closed
AWM
867
Axxcess Wealth Management
California
-$536K -6,719 Closed
A
868
AlphaQuest
New York
-$528K -6,625 Closed
FWCM
869
Ferguson Wellman Capital Management
Oregon
-$522K -6,547 Closed
DS
870
DRW Securities
Illinois
-$470K -6,514 Closed
SFSG
871
Sound Financial Strategies Group
Mississippi
-$485K -6,089 Closed
AAF
872
Andra AP-fonden
Sweden
-$471K -5,909 Closed
HCM
873
Howland Capital Management
Massachusetts
-$414K -5,196 Closed
IIC
874
Integrated Investment Consultants
Michigan
-$408K -5,115 Closed
APWM
875
Argonautica Private Wealth Management
Massachusetts
-$405K -5,088 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.