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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
MCP
951
Miller Capital Partners
Michigan
-$7.41K -93 Closed
BW
952
Bravera Wealth
North Dakota
-$7.33K -92 Closed
AWA
953
Acumen Wealth Advisors
Tennessee
-$7.17K -90 Closed
HIA
954
Harbor Investment Advisory
Maryland
-$6.14K -77 Closed
HHMI
955
Howard Hughes Medical Institute
Maryland
-$5.02K -63 Closed
MA
956
Modus Advisors
Minnesota
-$4.78K -60 Closed
BAM
957
Bellevue Asset Management
Washington
-$4.38K -55 Closed
WWA
958
Wealth Watch Advisors
Colorado
-$4.38K -55 Closed
CIAS
959
CBIZ Investment Advisory Services
Ohio
-$2.71K -34 Closed
GSWM
960
Golden State Wealth Management
California
-$2.56K -32 Closed
HNW
961
High Note Wealth
Minnesota
-$1.91K -24 Closed
FUBT
962
First United Bank & Trust
Maryland
-$1.51K -19 Closed
HIA
963
HFM Investment Advisors
New Jersey
-$1.35K -17 Closed
LB
964
Legacy Bridge
Iowa
-$1.28K -16 Closed
1CP
965
1015 Capital Partners
Pennsylvania
-$1.2K -15 Closed
OC
966
Optima Capital
Oregon
-$1.04K -13 Closed
TBFA
967
Three Bearings Fiduciary Advisors
New Hampshire
-$721 -10 Closed
FC
968
Financial Consulate
Maryland
-$558 -7 Closed
TPBG
969
Turning Point Benefit Group
Maryland
-$478 -6 Closed
CA
970
Crewe Advisors
Utah
-$399 -5 Closed
LIA
971
Luken Investment Analytics
Tennessee
-$399 -5 Closed
IPS
972
Investors Portfolio Services
Washington
-$296 -4 Closed
NRG
973
Nemes Rush Group
Michigan
-$319 -4 Closed
DZ Bank
974
DZ Bank
Germany
-$69 -1 Closed
MMCM
975
Murphy & Mullick Capital Management
New York
-$80 -1 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.