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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
AWA
876
Arkadios Wealth Advisors
Georgia
-$217K -3,332 Closed
SC
877
Syon Capital
California
-$210K -3,227 Closed
BAM
878
Blueshift Asset Management
New Jersey
-$209K -3,202 Closed
DIA
879
Dana Investment Advisors
Wisconsin
-$207K -3,178 Closed
GVAG
880
Great Valley Advisor Group
Delaware
-$204K -3,133 Closed
PFM
881
Patton Fund Management
Texas
-$204K -3,123 Closed
GS
882
GTS Securities
Florida
-$202K -3,102 Closed
CCI
883
Credit Capital Investments
New Jersey
-$202K -3,100 Closed
PAS
884
Park Avenue Securities
New York
-$201K -3,075 Closed
BFO
885
Boston Family Office
Massachusetts
-$200K -3,070 Closed
BC
886
Bayforest Capital
United Kingdom
-$95.3K -1,462 Closed
GSEP
887
Golden State Equity Partners
California
-$83.2K -1,276 Closed
IRAG
888
Investment Research & Advisory Group
Georgia
-$54.5K -835 Closed
OCM
889
Orion Capital Management
California
-$52.6K -807 Closed
DWP
890
Destiny Wealth Partners
Florida
-$43.1K -660 Closed
CW
891
Curio Wealth
Maryland
-$39.2K -601 Closed
FPB
892
First PREMIER Bank
South Dakota
-$28K -424 Closed
BOTPPF
893
Board of the Pension Protection Fund
United Kingdom
-$26.1K -400 Closed
CSP
894
Cary Street Partners
Virginia
-$24.8K -381 Closed
UBP
895
Union Bancaire Privee
Switzerland
-$18.7K -378 Closed
AGWCA
896
Annis Gardner Whiting Capital Advisors
Florida
-$21.7K -333 Closed
TPWA
897
Twin Peaks Wealth Advisors
California
-$19.1K -293 Closed
SIS
898
Sound Income Strategies
Florida
-$16.5K -256 Closed
KPP
899
Kings Path Partners
Texas
-$12.4K -190 Closed
EB
900
Eastern Bank
Massachusetts
-$11.7K -180 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.