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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
Simplex Trading
926
Simplex Trading
Illinois
-$108K -1,501 Closed
DT
927
DV Trading
Illinois
-$79.7K -1,000 Closed
EI
928
eCIO Inc
Wisconsin
-$67K -841 Closed
MPW
929
MASECO Private Wealth
-$60.5K -759 Closed
QL
930
Quarry LP
New York
-$56K -703 Closed
CBT
931
Crews Bank & Trust
Florida
-$52.2K -655 Closed
Optiver Holding
932
Optiver Holding
Netherlands
-$52K -653 Closed
SIM
933
Sentry Investment Management
Wisconsin
-$51K -636 Closed
CPBTD
934
Central Pacific Bank - Trust Division
Hawaii
-$44.4K -557 Closed
PPC
935
Park Place Capital
Alabama
-$39.2K -492 Closed
SAG
936
SageView Advisory Group
California
-$37.8K -474 Closed
EDRH
937
Edmond de Rothschild Holding
Switzerland
-$29.4K -369 Closed
Bank Julius Baer & Co
938
Bank Julius Baer & Co
Switzerland
-$24.2K -304 Closed
SOW
939
State of Wyoming
Wyoming
-$22.1K -277 Closed
KBFS
940
Kohmann Bosshard Financial Services
Ohio
-$21.7K -273 Closed
MSFP
941
Mark Sheptoff Financial Planning
Connecticut
-$19.9K -250 Closed
EW
942
Elyxium Wealth
California
-$18.8K -236 Closed
FAMI
943
Fideuram Asset Management (Ireland)
-$21.5K -211 Closed
SC
944
Solstein Capital
California
-$15.3K -192 Closed
WA
945
WPG Advisers
Maryland
-$11.7K -147 Closed
MWPCG
946
Measured Wealth Private Client Group
New Hampshire
-$10.1K -127 Closed
MA
947
MCF Advisors
Kentucky
-$9.88K -124 Closed
CFB
948
Cullen/Frost Bankers
Texas
-$8.56K -107 Closed
RWM
949
RMG Wealth Management
Wisconsin
-$7.87K -101 Closed
DSC
950
Duncker Streett & Co
Missouri
-$7.41K -93 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.