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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
RFP
901
Root Financial Partners
California
-$9.06K -139 Closed
RCM
902
Richardson Capital Management
Wisconsin
-$8.28K -127 Closed
IWM
903
IMG Wealth Management
Florida
-$8.15K -125 Closed
FPF
904
First Pacific Financial
Washington
-$7.3K -112 Closed
WA
905
Whipplewood Advisors
Colorado
-$6.98K -107 Closed
MIM
906
MTM Investment Management
South Carolina
-$5.54K -85 Closed
MAM
907
Meeder Asset Management
Ohio
-$4.57K -70 Closed
JGIA
908
Jackson Grant Investment Advisers
Connecticut
-$3.13K -48 Closed
RCM
909
Raleigh Capital Management
North Carolina
-$2.28K -35 Closed
CWP
910
Clark Wealth Partners
Illinois
-$2.22K -34 Closed
FNWA
911
Financial Network Wealth Advisors
Utah
-$2.03K -31 Closed
WSFG
912
Wall Street Financial Group
Illinois
-$1.83K -28 Closed
ECM
913
Estabrook Capital Management
New York
-$1.37K -21 Closed
WTA
914
Washington Trust Advisors
Massachusetts
-$1.3K -20 Closed
CFG
915
Clayton Financial Group
Missouri
-$1.24K -19 Closed
T
916
Tidemark
California
-$391 -6 Closed
PWA
917
Portus Wealth Advisors
North Carolina
-$326 -5 Closed
TWM
918
TopTier Wealth Management
Wisconsin
-$326 -5 Closed
TCOT
919
Trust Company of Toledo
Ohio
-$326 -5 Closed
VWM
920
Vermillion Wealth Management
Minnesota
-$261 -4 Closed
3FI
921
3 Factor Indexing
California
-$66 -1 Closed
NF
922
Napier Financial
Massachusetts
-$65 -1 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.