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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
LWAM
901
Legacy Wealth Asset Management
Minnesota
-$250K -3,134 Closed
SFS
902
Sowell Financial Services
Arkansas
-$248K -3,107 Closed
AG
903
Ascent Group
Virginia
-$245K -3,075 Closed
PA
904
Profund Advisors
Maryland
-$243K -3,054 Closed
BFA
905
Brendel Financial Advisors
New Hampshire
-$235K -2,943 Closed
IFG
906
Independent Financial Group
California
-$232K -2,910 Closed
SCA
907
Stonebridge Capital Advisors
Minnesota
-$231K -2,900 Closed
MWM
908
Mattern Wealth Management
Kansas
-$229K -2,878 Closed
OC
909
Oppenheimer & Co
New York
-$229K -2,868 Closed
BS
910
Brighton Securities
New York
-$229K -2,867 Closed
CI
911
Cigna Investments
Connecticut
-$223K -2,799 Closed
EL
912
EWA LLC
Pennsylvania
-$222K -2,791 Closed
PA
913
Procyon Advisors
Connecticut
-$220K -2,755 Closed
MBTD
914
Mechanics Bank - Trust Department
California
-$216K -2,715 Closed
RWA
915
River Wealth Advisors
Pennsylvania
-$215K -2,694 Closed
TAM
916
Trust Asset Management
Texas
-$213K -2,672 Closed
MCA
917
MSH Capital Advisors
Arizona
-$213K -2,670 Closed
FB
918
Fulton Bank
Pennsylvania
-$211K -2,645 Closed
DWA
919
Douglass Winthrop Advisors
New York
-$207K -2,600 Closed
CWP
920
Curated Wealth Partners
California
-$207K -2,597 Closed
AC
921
Armistice Capital
New York
-$206K -2,590 Closed
SQA
922
Simon Quick Advisors
New Jersey
-$205K -2,574 Closed
CCM
923
Capstone Capital Management
-$200K -2,513 Closed
MW
924
Merited Wealth
Florida
-$189K -2,377 Closed
AAP
925
Arax Advisory Partners
Colorado
-$188K -2,357 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.